Position in WSM
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$10,679,432
+$3,712,101 QoQ
Shares Held
58,572
+50.1% QoQ
Ownership
0.050%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 0.6317011541350815.ToString("F0")%
Shared 0.ToString("F0")%
None 99.36829884586493.ToString("F0")%
Common Shares in WSM Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Mar 31, 2026Creative Planning holds $91,061,482 across 25 Specialty Retail names. WSM ranks #2 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BBY |
Best Buy Co Inc
|
192,963 | $12,388,224 | |
| 2 | WSM |
Williams Sonoma Inc
This page
|
58,572 | $10,679,432 | |
| 3 | TSCO |
Tractor Supply Co /De/
|
215,068 | $9,742,579 | |
| 4 | ULTA |
Ulta Beauty, Inc.
|
18,424 | $9,630,409 | |
| 5 | CASY |
Caseys General Stores Inc
|
12,941 | $9,419,236 | |
| 6 | FIVE |
Five Below, Inc
|
40,479 | $9,248,641 | |
| 7 | DKS |
Dick's Sporting Goods, Inc.
|
36,262 | $7,190,391 | |
| 8 | ASO |
Academy Sports & Outdoors, Inc.
|
97,804 | $5,521,035 |
All Filings in WSM
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,679,432 | 58,572 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $6,967,331 | 39,013 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,255,885 | 37,124 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $5,396,110 | 33,030 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $4,753,118 | 30,064 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,742,616 | 31,011 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $4,501,355 | 29,056 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $1,786,692 | 12,655 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $1,920,420 | 12,096 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,206,744 | 11,961 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $781,894 | 10,063 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $520,144 | 8,313 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $455,130 | 7,482 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $348,322 | 6,062 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $422,020 | 7,162 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $334,847 | 6,036 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $399,185 | 5,506 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $457,412 | 5,409 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $467,973 | 5,278 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $433,210 | 5,427 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $541,900 | 6,048 | Shares | Sole | 2021-04-30 | |
| No filing history on record for this holder in this stock. | ||||||