Position in WSM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$7,601,336
-$7,788,477 QoQ
Shares Held
41,690
-51.6% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
16 quarters on record
Voting authority
Sole 80%
Shared 5%
None 15%
Common Shares in WSM Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Mar 31, 2026Cerity Partners LLC holds $132,603,752 across 17 Specialty Retail names. WSM ranks #6 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CASY |
Caseys General Stores Inc
|
67,570 | $49,181,498 | |
| 2 | TSCO |
Tractor Supply Co /De/
|
488,490 | $22,128,596 | |
| 3 | FIVE |
Five Below, Inc
|
61,903 | $14,143,596 | |
| 4 | BBY |
Best Buy Co Inc
|
216,090 | $13,872,976 | |
| 5 | ULTA |
Ulta Beauty, Inc.
|
23,453 | $12,259,116 | |
| 6 | WSM |
Williams Sonoma Inc
This page
|
41,690 | $7,601,336 | |
| 7 | BBWI |
Bath & Body Works, Inc.
|
334,775 | $6,250,247 | |
| 8 | ASO |
Academy Sports & Outdoors, Inc.
|
49,330 | $2,784,677 |
All Filings in WSM
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $2,526,929 | 17,898 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,864,120 | 18,040 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,149,439 | 11,393 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $575,368 | 7,405 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $509,319 | 8,140 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $473,439 | 7,783 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $443,706 | 7,722 | Shares | Sole | 2023-02-15 | |
| 2022-06-30 | $160,766 | 2,898 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $157,977 | 2,179 | Shares | Sole | 2022-04-25 | |
| No filing history on record for this holder in this stock. | ||||||