Position in WSM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$109,557
-$108,260 QoQ
Shares Held
470
-66.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#824
of 1,001 holders
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WSM Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $766,226 across 11 Specialty Retail names. WSM ranks #2 (14.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ULTA |
Ulta Beauty, Inc.
|
1,004 | $452,783 | |
| 2 | WSM |
Williams Sonoma Inc
This page
|
470 | $109,557 | |
| 3 | BBY |
Best Buy Co Inc
|
894 | $67,836 | |
| 4 | RH |
Rh
|
245 | $40,358 | |
| 5 | BBWI |
Bath & Body Works, Inc.
|
1,377 | $31,850 | |
| 6 | DKS |
Dick's Sporting Goods, Inc.
|
128 | $29,031 | |
| 7 | CASY |
Caseys General Stores Inc
|
30 | $23,843 | |
| 8 | TSCO |
Tractor Supply Co /De/
|
180 | $5,689 |
All Filings in WSM
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $109,557 | 470 | Shares | Sole | 2026-07-28 | |
| 2024-09-30 | $217,817 | 1,406 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $206,694 | 732 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $250,531 | 789 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $339,797 | 1,684 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $264,957 | 1,705 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $227,379 | 1,817 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $221,056 | 1,817 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $208,809 | 1,817 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $217,668 | 1,847 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $208,253 | 1,877 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $235,915 | 1,627 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $287,521 | 1,700 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $333,557 | 1,881 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $307,964 | 1,929 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $496,025 | 2,768 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $393,204 | 3,861 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $399,202 | 4,414 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $440,557 | 5,372 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $245,042 | 5,763 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||