Position in WSM
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$173,752
+$79,103 QoQ
Shares Held
953
+79.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in WSM Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Mar 31, 2026EverSource Wealth Advisors, LLC holds $3,055,180 across 30 Specialty Retail names. WSM ranks #6 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ULTA |
Ulta Beauty, Inc.
|
1,670 | $872,922 | |
| 2 | FIVE |
Five Below, Inc
|
2,275 | $519,787 | |
| 3 | CASY |
Caseys General Stores Inc
|
470 | $342,087 | |
| 4 | BBY |
Best Buy Co Inc
|
4,910 | $315,216 | |
| 5 | TSCO |
Tractor Supply Co /De/
|
4,904 | $222,147 | |
| 6 | WSM |
Williams Sonoma Inc
This page
|
953 | $173,752 | |
| 7 | BBWI |
Bath & Body Works, Inc.
|
8,938 | $166,868 | |
| 8 | MUSA |
Murphy USA Inc.
|
263 | $129,906 |
All Filings in WSM
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $136,241 | 965 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $83,508 | 526 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $59,322 | 588 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $42,501 | 547 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $44,987 | 719 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $45,439 | 747 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $43,380 | 755 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $42,542 | 722 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $17,308 | 312 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $25,810 | 356 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $31,289 | 370 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||