Position in WSM
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$16,045
-$18,244 QoQ
Shares Held
88
-54.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in WSM Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Mar 31, 2026Clean Yield Group holds $406,751 across 3 Specialty Retail names. WSM ranks #2 (3.9% of the industry book) .
All Filings in WSM
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||