MISSION WEALTH MANAGEMENT, LP

Position in WSM — Williams Sonoma Inc

CIK 1645382 Santa Barbara, CA

Position in WSM

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

Position Value

$578,321

+$218,402 QoQ

Shares Held

2,481

+25.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#578

of 996 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

MISSION WEALTH MANAGEMENT, LP holds $2,625,534 across 6 Specialty Retail names. WSM ranks #2 (22.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BBY	Best Buy Co Inc	10,026	$760,772
2	WSM	Williams Sonoma Inc This page	2,481	$578,321
3	TSCO	Tractor Supply Co /De/	15,828	$500,323
4	FIVE	Five Below, Inc	1,521	$273,460
5	CASY	Caseys General Stores Inc	325	$258,306
6	ULTA	Ulta Beauty, Inc.	564	$254,352

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$578,321	2,481	+25.7%	Shares	Sole	2026-07-20
2026-03-31	$359,919	1,974	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.