Position in WSM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$133,097
-$40,655 QoQ
Shares Held
571
-40.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#817
of 1,001 holders
Holding Since
Dec 2021
19 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, 2026EverSource Wealth Advisors, LLC holds $1,965,581 across 31 Specialty Retail names. WSM ranks #8 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ULTA |
Ulta Beauty, Inc.
|
820 | $369,799 | |
| 2 | CASY |
Caseys General Stores Inc
|
430 | $341,753 | |
| 3 | FIVE |
Five Below, Inc
|
1,722 | $309,595 | |
| 4 | TSCO |
Tractor Supply Co /De/
|
6,861 | $216,874 | |
| 5 | BBY |
Best Buy Co Inc
|
2,080 | $157,826 | |
| 6 | BBWI |
Bath & Body Works, Inc.
|
6,045 | $139,818 | |
| 7 | MUSA |
Murphy USA Inc.
|
248 | $133,638 | |
| 8 | WSM |
Williams Sonoma Inc
This page
|
571 | $133,097 |
All Filings in WSM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $133,097 | 571 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $173,752 | 953 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $94,649 | 530 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $111,795 | 572 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $91,647 | 561 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $85,529 | 541 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $73,328 | 396 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $53,135 | 343 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $272,484 | 965 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $167,018 | 526 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $118,645 | 588 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $85,003 | 547 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $89,975 | 719 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $90,879 | 747 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $86,763 | 755 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $85,086 | 722 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $34,616 | 312 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $51,620 | 356 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $62,578 | 370 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||