IFP Advisors, Inc

Position in WSM — Williams Sonoma Inc

CIK 1641866 TAMPA, FL

Position in WSM

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$144,055

+$11,684 QoQ

Shares Held

618

-14.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#812

of 1,001 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

IFP Advisors, Inc holds $5,546,903 across 29 Specialty Retail names. WSM ranks #7 (2.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CASY	Caseys General Stores Inc	3,511	$2,790,507
2	TSCO	Tractor Supply Co /De/	36,280	$1,146,810
3	ULTA	Ulta Beauty, Inc.	822	$370,705
4	MUSA	Murphy USA Inc.	590	$317,933
5	FIVE	Five Below, Inc	1,000	$179,790
6	DKS	Dick's Sporting Goods, Inc.	741	$168,066
7	WSM	Williams Sonoma Inc This page	618	$144,055
8	BBY	Best Buy Co Inc	1,604	$121,711

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$144,055	618	-14.9%	Shares	Sole	2026-07-20
2026-03-31	$132,371	726	+38.0%	Shares	Sole	2026-04-13
2025-12-31	$93,938	526	-45.7%	Shares	Sole	2026-02-06
2025-09-30	$189,195	968	-35.5%	Shares	Sole	2026-02-06
2025-06-30	$245,218	1,501	+2.0%	Shares	Sole	2025-07-24
2025-03-31	$232,565	1,471	-50.0%	Shares	Sole	2025-05-05
2024-12-31	$544,799	2,942	-3.9%	Shares	Sole	2025-02-04
2024-09-30	$474,055	3,060	+144.6%	Shares	Sole	2025-02-04
2024-06-30	$353,244	1,251	+7.3%	Shares	Sole	2024-07-30
2024-03-31	$370,239	1,166	+18.9%	Shares	Sole	2024-07-30
2023-12-31	$197,946	981	+383.3%	Shares	Sole	2024-01-09
2023-09-30	$31,546	203	-15.4%	Shares	Sole	2023-10-12
2023-06-30	$30,033	240	+23.7%	Shares	Sole	2023-08-04
2023-03-31	$23,602	194	-76.2%	Shares	Sole	2023-04-18
2022-12-31	$49	816	+0.5%	Shares	Sole	2023-02-07
2022-09-30	$95,694	812	+44.7%	Shares	Sole	2022-11-08
2022-06-30	$62,242	561	+252.8%	Shares	Sole	2022-09-06
2022-03-31	$23,055	159	+13.6%	Shares	Sole	2022-08-08
2021-12-31	$23,678	140	-82.2%	Shares	Sole	2022-01-12
2021-09-30	$139,736	788	+46.2%	Shares	Sole	2021-10-06
2021-06-30	$86,051	539	-10.8%	Shares	Sole	2021-07-13
2021-03-31	$108,236	604	-31.4%	Shares	Sole	2021-04-30
2020-12-31	$89,721	881	-11.7%	Shares	Sole	2021-01-25
2020-09-30	$90,259	998	+1.2%	Shares	Sole	2020-10-29
2020-06-30	$80,861	986	-5.4%	Shares	Sole	2020-08-05
2020-03-31	$44,305	1,042	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.