J.W. COLE ADVISORS, INC.

Position in WSM — Williams Sonoma Inc

CIK 1404763 TAMPA, FL

Position in WSM

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$347,785

+$40,254 QoQ

Shares Held

1,492

-13.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#671

of 996 holders

Holding Since

Dec 2021

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

J.W. COLE ADVISORS, INC. holds $4,983,761 across 5 Specialty Retail names. WSM ranks #3 (7.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CASY	Caseys General Stores Inc	4,849	$3,853,936
2	TSCO	Tractor Supply Co /De/	14,973	$473,296
3	WSM	Williams Sonoma Inc This page	1,492	$347,785
4	BBY	Best Buy Co Inc	3,546	$269,070
5	EVGO	EVgo Inc.	20,772	$39,674

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$347,785	1,492	-13.4%	Shares	Sole	2026-07-21
2025-12-31	$307,531	1,722	-26.5%	Shares	Sole	2026-02-11
2025-09-30	$458,134	2,344	+23.4%	Shares	Sole	2025-11-05
2025-06-30	$310,239	1,899	+65.1%	Shares	Sole	2025-08-12
2024-12-31	$212,957	1,150	-23.7%	Shares	Sole	2025-01-31
2021-12-31	$255,048	1,508	—	Shares	Sole	2022-01-25
No filing history on record for this holder in this stock.