Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Position in WSM — Williams Sonoma Inc
CIK 1510434
Seattle, WA
Position in WSM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,382,282
+$408,458 QoQ
Shares Held
5,930
+11.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#427
of 1,001 holders
Holding Since
Mar 2022
15 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, 2026Empirical Financial Services, LLC d.b.a. Empirical Wealth Management holds $5,236,420 across 8 Specialty Retail names. WSM ranks #1 (26.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WSM |
Williams Sonoma Inc
This page
|
5,930 | $1,382,282 | |
| 2 | BBY |
Best Buy Co Inc
|
12,079 | $916,553 | |
| 3 | CASY |
Caseys General Stores Inc
|
914 | $726,437 | |
| 4 | ULTA |
Ulta Beauty, Inc.
|
1,442 | $650,312 | |
| 5 | FIVE |
Five Below, Inc
|
2,910 | $523,188 | |
| 6 | BBWI |
Bath & Body Works, Inc.
|
21,091 | $487,834 | |
| 7 | TSCO |
Tractor Supply Co /De/
|
10,936 | $345,686 | |
| 8 | DKS |
Dick's Sporting Goods, Inc.
|
900 | $204,128 |
All Filings in WSM
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,382,282 | 5,930 | Shares | Other | 2026-07-15 | |
| 2026-03-31 | $973,824 | 5,341 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $824,013 | 4,614 | Shares | Other | 2026-01-16 | |
| 2025-09-30 | $739,191 | 3,782 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $660,014 | 4,040 | Shares | Other | 2025-07-21 | |
| 2025-03-31 | $499,437 | 3,159 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $569,983 | 3,078 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $505,658 | 3,264 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $583,941 | 2,068 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $667,765 | 2,103 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $357,957 | 1,774 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $300,388 | 1,933 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $251,281 | 2,008 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $247,334 | 2,033 | Shares | Sole | 2023-05-09 | |
| 2022-03-31 | $291,305 | 2,009 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||