Position in WSM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$8,058,069
+$3,453,856 QoQ
Shares Held
44,195
+87.6% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
20 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in WSM Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Mar 31, 2026Empowered Funds, LLC holds $86,310,180 across 21 Specialty Retail names. WSM ranks #4 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FIVE |
Five Below, Inc
|
57,416 | $13,118,405 | |
| 2 | BBY |
Best Buy Co Inc
|
197,017 | $12,648,487 | |
| 3 | ULTA |
Ulta Beauty, Inc.
|
22,360 | $11,687,790 | |
| 4 | WSM |
Williams Sonoma Inc
This page
|
44,195 | $8,058,069 | |
| 5 | MUSA |
Murphy USA Inc.
|
14,591 | $7,207,514 | |
| 6 | SBH |
Sally Beauty Holdings, Inc.
|
481,123 | $6,663,553 | |
| 7 | TSCO |
Tractor Supply Co /De/
|
145,470 | $6,589,786 | |
| 8 | CASY |
Caseys General Stores Inc
|
5,593 | $4,070,918 |
All Filings in WSM
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $7,549,864 | 53,475 | Shares | Other | 2024-07-30 | |
| 2024-03-31 | $1,638,295 | 10,319 | Shares | Other | 2024-05-07 | |
| 2023-12-31 | $1,244,679 | 12,337 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $1,349,026 | 17,362 | Shares | Other | 2023-11-01 | |
| 2023-06-30 | $655,482 | 10,476 | Shares | Other | 2023-07-27 | |
| 2023-03-31 | $523,989 | 8,614 | Shares | Other | 2023-04-05 | |
| 2022-12-31 | $449,451 | 7,822 | Shares | Other | 2023-02-21 | |
| 2022-09-30 | $376,825 | 6,395 | Shares | Other | 2022-11-04 | |
| 2022-03-31 | $2,026,665 | 27,954 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $2,382,365 | 28,172 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $2,109,606 | 23,793 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,895,332 | 36,271 | Shares | Sole | 2021-11-12 | |
| 2021-03-31 | $2,212,851 | 24,697 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,257,571 | 24,697 | Shares | Sole | 2021-02-02 | |
| No filing history on record for this holder in this stock. | ||||||