Position in WSM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$20,512
+$4,467 QoQ
Shares Held
88
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#894
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, 2026Clean Yield Group holds $2,775,177 across 4 Specialty Retail names. WSM ranks #3 (0.7% of the industry book) .
All Filings in WSM
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,512 | 88 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $16,045 | 88 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $34,289 | 192 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $37,526 | 192 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $31,367 | 192 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $30,355 | 192 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $35,554 | 192 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $29,744 | 192 | Shares | Sole | 2024-10-07 | |
| No filing history on record for this holder in this stock. | ||||||