Position in WSM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,271,560
+$313,782 QoQ
Shares Held
5,455
+3.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#446
of 996 holders
Holding Since
Mar 2021
15 quarters on record
Voting authority
Sole 30%
Shared 70%
None 0%
Common Shares in WSM Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $5,782,090 across 9 Specialty Retail names. WSM ranks #2 (22.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CASY |
Caseys General Stores Inc
|
1,605 | $1,275,637 | |
| 2 | WSM |
Williams Sonoma Inc
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|
5,455 | $1,271,560 | |
| 3 | DKS |
Dick's Sporting Goods, Inc.
|
4,141 | $939,220 | |
| 4 | FIVE |
Five Below, Inc
|
3,477 | $625,129 | |
| 5 | RH |
Rh
|
3,198 | $526,805 | |
| 6 | BBWI |
Bath & Body Works, Inc.
|
16,443 | $380,325 | |
| 7 | BBY |
Best Buy Co Inc
|
3,631 | $275,519 | |
| 8 | MUSA |
Murphy USA Inc.
|
497 | $267,818 |
All Filings in WSM
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,271,560 | 5,455 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $957,778 | 5,253 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $1,138,511 | 6,375 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $799,194 | 4,089 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $680,271 | 4,164 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $725,204 | 4,587 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $877,382 | 4,738 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $498,842 | 3,220 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $615,848 | 2,181 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $464,228 | 1,462 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $283,097 | 1,403 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $218,492 | 1,406 | Shares | Other | 2023-11-14 | |
| 2023-03-31 | $227,625 | 1,871 | Shares | Other | 2023-05-15 | |
| 2021-09-30 | $201,269 | 1,135 | Shares | Sole | 2021-11-15 | |
| 2021-03-31 | $203,392 | 1,135 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||