Position in WSM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$265,967
+$56,106 QoQ
Shares Held
1,141
-0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#727
of 1,003 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WSM Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Jun 30, 2026Phoenix Financial Ltd. holds $787,876 across 3 Specialty Retail names. WSM ranks #2 (33.8% of the industry book) .
All Filings in WSM
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $265,967 | 1,141 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $209,861 | 1,151 | Shares | Sole | 2026-05-11 | |
| No filing history on record for this holder in this stock. | ||||||