Position in WSM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$83,938,843
+$21,452,530 QoQ
Shares Held
360,098
+5.1% QoQ
Ownership
0.306%
of shares outstanding
% of Portfolio
0.90%
of 13F equity value
Holder Rank
#47
of 1,001 holders
Holding Since
Dec 2022
11 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, 2026Vest Financial, LLC holds $91,324,079 across 3 Specialty Retail names. WSM ranks #1 (91.9% of the industry book) .
All Filings in WSM
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $83,938,843 | 360,098 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $62,486,313 | 342,710 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $53,906,497 | 301,845 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $55,215,210 | 282,503 | Shares | Defined | 2025-10-30 | |
| 2025-06-30 | $33,075,726 | 202,459 | Shares | Defined | 2025-07-25 | |
| 2025-03-31 | $20,368,496 | 128,833 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $35,309,936 | 190,679 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $29,610,479 | 191,134 | Shares | Defined | 2024-10-18 | |
| 2024-06-30 | $21,674,156 | 76,758 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $20,558,162 | 64,744 | Shares | Defined | 2024-04-30 | |
| 2022-12-31 | $390,383 | 3,397 | Shares | Defined | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||