Position in WSM
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$962,702
+$49,929 QoQ
Shares Held
5,280
+3.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
10 quarters on record
Voting authority
Sole 86%
Shared 0%
None 14%
Common Shares in WSM Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Mar 31, 2026Copeland Capital Management, LLC holds $97,903,896 across 6 Specialty Retail names. WSM ranks #4 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CASY |
Caseys General Stores Inc
|
58,972 | $42,923,358 | |
| 2 | WINA |
Winmark Corp
|
64,947 | $27,768,089 | |
| 3 | DKS |
Dick's Sporting Goods, Inc.
|
130,979 | $25,971,825 | |
| 4 | WSM |
Williams Sonoma Inc
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|
5,280 | $962,702 | |
| 5 | TSCO |
Tractor Supply Co /De/
|
4,521 | $204,801 | |
| 6 | BNED |
Barnes & Noble Education, Inc.
|
8,281 | $73,121 |
All Filings in WSM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $962,702 | 5,280 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $912,773 | 5,111 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $215,776 | 1,104 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $179,543 | 1,099 | Shares | Sole | 2025-07-21 | |
| 2024-03-31 | $7,620 | 24 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $4,842 | 24 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $3,729 | 24 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $3,003 | 24 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $2,919 | 24 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $2,758 | 24 | Shares | Sole | 2023-01-13 | |
| No filing history on record for this holder in this stock. | ||||||