WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Position in WSM — Williams Sonoma Inc

CIK 1632972 PLYMOUTH, MN

Position in WSM

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$3,934,728

+$1,116,089 QoQ

Shares Held

16,880

+9.2% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#43

of 337 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 4% Shared 0% None 96%

Consumer Cyclical · as of Jun 30, 2026

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $45,747,750 across 18 Specialty Retail names. WSM ranks #5 (8.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BBY	Best Buy Co Inc	115,427	$8,758,600
2	FIVE	Five Below, Inc	40,751	$7,326,622
3	ULTA	Ulta Beauty, Inc.	15,762	$7,108,346
4	CASY	Caseys General Stores Inc	6,085	$4,836,297
5	WSM	Williams Sonoma Inc This page	16,880	$3,934,728
6	MUSA	Murphy USA Inc.	6,700	$3,610,429
7	BBWI	Bath & Body Works, Inc.	155,110	$3,587,694
8	TSCO	Tractor Supply Co /De/	84,416	$2,668,389

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,934,728	16,880	+9.2%	Shares	Sole	2026-07-15
2026-03-31	$2,818,639	15,459	-32.7%	Shares	Sole	2026-04-08
2025-12-31	$4,101,497	22,966	-56.2%	Shares	Sole	2026-01-08
2025-09-30	$10,252,329	52,455	-9.8%	Shares	Sole	2025-10-29
2025-06-30	$9,498,331	58,140	-7.3%	Shares	Sole	2025-07-10
2025-03-31	$9,911,289	62,690	+14.5%	Shares	Sole	2025-04-16
2024-12-31	$10,137,679	54,745	+111.7%	Shares	Sole	2025-03-17
2024-09-30	$4,007,005	25,865	+101.9%	Shares	Sole	2024-10-24
2024-06-30	$3,617,442	12,811	-54.4%	Shares	Sole	2024-07-16
2024-03-31	$8,914,337	28,074	+110.1%	Shares	Sole	2024-04-15
2023-12-31	$2,696,386	13,363	-4.1%	Shares	Sole	2024-01-30
2023-09-30	$2,164,411	13,928	+468.5%	Shares	Sole	2023-11-13
2023-06-30	$306,593	2,450	—	Shares	Sole	2023-07-21
No filing history on record for this holder in this stock.