Position in WSM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$583,216
+$332,476 QoQ
Shares Held
2,502
+78.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#576
of 996 holders
Holding Since
Sep 2021
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WSM Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Jun 30, 2026Wealthspire Advisors, LLC holds $8,727,898 across 8 Specialty Retail names. WSM ranks #4 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ULTA |
Ulta Beauty, Inc.
|
8,992 | $4,055,212 | |
| 2 | RH |
Rh
|
10,085 | $1,661,302 | |
| 3 | BOBS |
Bob's Discount Furniture, Inc.
|
80,448 | $1,272,687 | |
| 4 | WSM |
Williams Sonoma Inc
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|
2,502 | $583,216 | |
| 5 | DKS |
Dick's Sporting Goods, Inc.
|
2,494 | $565,664 | |
| 6 | BBY |
Best Buy Co Inc
|
3,525 | $267,477 | |
| 7 | CASY |
Caseys General Stores Inc
|
322 | $255,922 | |
| 8 | SPWH |
Sportsman's Warehouse Holdings, Inc.
|
49,939 | $66,418 |
All Filings in WSM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $583,216 | 2,502 | Shares | Sole | 2026-08-11 | |
| 2025-12-31 | $250,740 | 1,404 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $78,180 | 400 | Shares | Sole | 2025-11-14 | |
| 2021-12-31 | $202,786 | 1,199 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $201,624 | 1,137 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||