Position in WSM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$10,502,087
+$2,900,751 QoQ
Shares Held
45,054
+8.1% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#175
of 1,001 holders
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 72%
Shared 9%
None 19%
Common Shares in WSM Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Jun 30, 2026Cerity Partners LLC holds $119,095,543 across 16 Specialty Retail names. WSM ranks #2 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CASY |
Caseys General Stores Inc
|
61,404 | $48,803,284 | |
| 2 | WSM |
Williams Sonoma Inc
This page
|
45,054 | $10,502,087 | |
| 3 | EYE |
National Vision Holdings, Inc.
|
504,096 | $9,582,864 | |
| 4 | TSCO |
Tractor Supply Co /De/
|
301,312 | $9,524,471 | |
| 5 | FIVE |
Five Below, Inc
|
51,398 | $9,240,845 | |
| 6 | ULTA |
Ulta Beauty, Inc.
|
17,321 | $7,811,423 | |
| 7 | MUSA |
Murphy USA Inc.
|
11,924 | $6,425,484 | |
| 8 | BBY |
Best Buy Co Inc
|
81,727 | $6,201,443 |
All Filings in WSM
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,502,087 | 45,054 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $7,601,336 | 41,690 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $15,389,813 | 86,174 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $9,988,276 | 51,104 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $11,196,562 | 68,535 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $7,148,807 | 45,217 | Shares | Other | 2025-04-30 | |
| 2024-12-31 | $5,782,801 | 31,228 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $4,641,248 | 29,959 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $5,053,858 | 17,898 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $5,728,241 | 18,040 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $2,298,879 | 11,393 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,150,737 | 7,405 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,018,639 | 8,140 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $946,879 | 7,783 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $887,412 | 7,722 | Shares | Sole | 2023-02-15 | |
| 2022-06-30 | $321,533 | 2,898 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $315,955 | 2,179 | Shares | Sole | 2022-04-25 | |
| No filing history on record for this holder in this stock. | ||||||