Position in WSM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$38,858,469
+$6,810,690 QoQ
Shares Held
166,703
-5.2% QoQ
Ownership
0.142%
of shares outstanding
% of Portfolio
1.21%
of 13F equity value
Holder Rank
#81
of 1,001 holders
Holding Since
Dec 2021
14 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, 2026Modera Wealth Management, LLC holds $41,107,956 across 3 Specialty Retail names. WSM ranks #1 (94.5% of the industry book) .
All Filings in WSM
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,858,469 | 166,703 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $32,047,779 | 175,768 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $32,992,538 | 184,739 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $37,867,069 | 193,743 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $33,211,160 | 203,288 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $33,032,781 | 208,936 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $41,201,068 | 222,492 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $36,191,325 | 233,613 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $34,895,002 | 123,579 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $40,012,590 | 126,012 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $25,536,267 | 126,555 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $19,586,771 | 126,041 | Shares | Sole | 2023-11-30 | |
| 2023-06-30 | $14,476,570 | 115,683 | Shares | Sole | 2023-08-07 | |
| 2021-12-31 | $299,698 | 1,772 | Shares | Sole | 2022-02-04 | |
| No filing history on record for this holder in this stock. | ||||||