Position in WSM
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$8,486,700
+$428,631 QoQ
Shares Held
36,408
-17.6% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#196
of 1,001 holders
Holding Since
Dec 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WSM Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Jun 30, 2026Empowered Funds, LLC holds $76,405,986 across 21 Specialty Retail names. WSM ranks #3 (11.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BBY |
Best Buy Co Inc
|
193,778 | $14,703,871 | |
| 2 | ULTA |
Ulta Beauty, Inc.
|
21,677 | $9,775,889 | |
| 3 | WSM |
Williams Sonoma Inc
This page
|
36,408 | $8,486,700 | |
| 4 | FIVE |
Five Below, Inc
|
47,014 | $8,452,645 | |
| 5 | SBH |
Sally Beauty Holdings, Inc.
|
513,695 | $7,263,646 | |
| 6 | CASY |
Caseys General Stores Inc
|
6,307 | $5,012,736 | |
| 7 | ARKO |
ARKO Corp.
|
581,717 | $4,671,186 | |
| 8 | HZO |
Marinemax Inc
|
111,769 | $4,092,980 |
All Filings in WSM
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,486,700 | 36,408 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $8,058,069 | 44,195 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $4,604,213 | 23,557 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $7,937,328 | 48,585 | Shares | Other | 2025-08-11 | |
| 2025-03-31 | $5,159,907 | 32,637 | Shares | Other | 2025-05-16 | |
| 2024-12-31 | $6,419,449 | 34,666 | Shares | Other | 2025-01-28 | |
| 2024-09-30 | $21,817,846 | 140,833 | Shares | Other | 2024-11-06 | |
| 2024-06-30 | $15,099,733 | 53,475 | Shares | Other | 2024-07-30 | |
| 2024-03-31 | $3,276,591 | 10,319 | Shares | Other | 2024-05-06 | |
| 2023-12-31 | $2,489,358 | 12,337 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $2,698,053 | 17,362 | Shares | Other | 2023-11-01 | |
| 2023-06-30 | $1,310,965 | 10,476 | Shares | Other | 2023-07-27 | |
| 2023-03-31 | $1,047,979 | 8,614 | Shares | Other | 2023-04-05 | |
| 2022-12-31 | $898,903 | 7,822 | Shares | Other | 2023-02-21 | |
| 2022-09-30 | $753,650 | 6,395 | Shares | Other | 2022-11-04 | |
| 2022-03-31 | $4,053,330 | 27,954 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $4,764,730 | 28,172 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $4,219,212 | 23,793 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $5,790,665 | 36,271 | Shares | Sole | 2021-11-12 | |
| 2021-03-31 | $4,425,702 | 24,697 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $2,515,142 | 24,697 | Shares | Sole | 2021-02-02 | |
| No filing history on record for this holder in this stock. | ||||||