Position in WSM
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$32,047,779
-$944,759 QoQ
Shares Held
175,768
-4.9% QoQ
Ownership
0.149%
of shares outstanding
% of Portfolio
1.56%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
13 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in WSM Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Mar 31, 2026Modera Wealth Management, LLC holds $33,975,159 across 3 Specialty Retail names. WSM ranks #1 (94.3% of the industry book) .
All Filings in WSM
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $17,447,501 | 123,579 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $20,006,295 | 126,012 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $12,768,133 | 126,555 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $9,793,385 | 126,041 | Shares | Sole | 2023-11-30 | |
| 2023-06-30 | $7,238,285 | 115,683 | Shares | Sole | 2023-08-07 | |
| 2021-12-31 | $149,849 | 1,772 | Shares | Sole | 2022-02-04 | |
| No filing history on record for this holder in this stock. | ||||||