SIGNATUREFD, LLC

Position in WSM — Williams Sonoma Inc

CIK 1456048 ATLANTA, GA

Position in WSM

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$802,330

+$269,015 QoQ

Shares Held

3,442

+17.7% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#527

of 996 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Consumer Cyclical · as of Jun 30, 2026

SIGNATUREFD, LLC holds $29,920,522 across 22 Specialty Retail names. WSM ranks #2 (2.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ARHS	Arhaus, Inc.	3,069,105	$25,841,864
2	WSM	Williams Sonoma Inc This page	3,442	$802,330
3	RH	Rh	4,453	$733,542
4	CASY	Caseys General Stores Inc	833	$662,060
5	TSCO	Tractor Supply Co /De/	14,187	$448,451
6	DKS	Dick's Sporting Goods, Inc.	1,381	$313,224
7	ULTA	Ulta Beauty, Inc.	670	$302,156
8	FIVE	Five Below, Inc	1,125	$202,263

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$802,330	3,442	+17.7%	Shares	Sole	2026-07-24
2026-03-31	$533,315	2,925	-39.2%	Shares	Sole	2026-04-07
2025-12-31	$859,375	4,812	+2.1%	Shares	Sole	2026-01-20
2025-09-30	$920,960	4,712	+0.3%	Shares	Sole	2025-10-21
2025-06-30	$767,185	4,696	+0.1%	Shares	Sole	2025-07-16
2025-03-31	$741,330	4,689	+2.0%	Shares	Sole	2025-05-02
2024-12-31	$851,457	4,598	-4.2%	Shares	Sole	2025-02-10
2024-09-30	$743,925	4,802	+92.5%	Shares	Sole	2024-10-21
2024-06-30	$704,230	2,494	+6.4%	Shares	Sole	2024-07-29
2024-03-31	$744,290	2,344	+9.0%	Shares	Sole	2024-05-03
2023-12-31	$434,028	2,151	-0.0%	Shares	Sole	2024-02-01
2023-09-30	$334,420	2,152	+7.4%	Shares	Sole	2023-11-03
2023-06-30	$250,655	2,003	+8.2%	Shares	Sole	2023-08-01
2023-03-31	$225,314	1,852	-4.6%	Shares	Sole	2023-04-28
2022-12-31	$223,059	1,941	-13.4%	Shares	Sole	2023-01-30
2022-09-30	$264,219	2,242	+1.2%	Shares	Sole	2022-11-08
2022-06-30	$245,865	2,216	+12.9%	Shares	Sole	2022-08-10
2022-03-31	$284,635	1,963	+4.0%	Shares	Sole	2022-05-02
2021-12-31	$319,317	1,888	+2.4%	Shares	Sole	2022-01-25
2021-09-30	$326,819	1,843	+13.2%	Shares	Sole	2021-10-28
2021-06-30	$259,910	1,628	-0.4%	Shares	Sole	2021-07-26
2021-03-31	$292,992	1,635	+187.9%	Shares	Sole	2021-04-30
2020-12-31	$57,845	568	+62.8%	Shares	Sole	2021-02-11
2020-09-30	$31,563	349	+0.9%	Shares	Sole	2020-11-03
2020-06-30	$28,375	346	+36.2%	Shares	Sole	2020-07-30
2020-03-31	$10,800	254	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.