Position in WSM
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,323,541
+$294,471 QoQ
Shares Held
5,678
+0.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#436
of 996 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WSM Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Jun 30, 2026Ballentine Partners, LLC holds $3,854,192 across 5 Specialty Retail names. WSM ranks #1 (34.3% of the industry book) .
All Filings in WSM
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,323,541 | 5,678 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $1,029,070 | 5,644 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $995,639 | 5,575 | Shares | Other | 2026-02-03 | |
| 2025-09-30 | $1,134,782 | 5,806 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $901,311 | 5,517 | Shares | Other | 2025-07-15 | |
| 2025-03-31 | $930,260 | 5,884 | Shares | Other | 2025-05-01 | |
| 2024-12-31 | $1,021,452 | 5,516 | Shares | Other | 2025-01-16 | |
| 2024-09-30 | $831,765 | 5,369 | Shares | Other | 2024-10-23 | |
| 2024-06-30 | $741,785 | 2,627 | Shares | Other | 2024-08-06 | |
| 2024-03-31 | $793,507 | 2,499 | Shares | Other | 2024-04-11 | |
| 2023-12-31 | $451,381 | 2,237 | Shares | Other | 2024-01-23 | |
| 2023-09-30 | $266,666 | 1,716 | Shares | Other | 2023-10-19 | |
| No filing history on record for this holder in this stock. | ||||||