Position in WSM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$941,024
+$481,735 QoQ
Shares Held
4,037
+60.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#497
of 1,001 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WSM Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Jun 30, 2026BENJAMIN EDWARDS INC holds $65,204,418 across 5 Specialty Retail names. WSM ranks #3 (1.4% of the industry book) .
All Filings in WSM
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $941,024 | 4,037 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $459,289 | 2,519 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $467,905 | 2,620 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $516,769 | 2,644 | Shares | Defined | 2025-10-23 | |
| 2025-06-30 | $429,009 | 2,626 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $399,202 | 2,525 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $462,950 | 2,500 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $369,484 | 2,385 | Shares | Defined | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||