Optas, LLC

Position in WSM — Williams Sonoma Inc

CIK 1802961 DRIPPING SPRINGS, TX

Position in WSM

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$325,173

-$36,022 QoQ

Shares Held

1,395

-29.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#690

of 1,001 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Optas, LLC holds $1,285,609 across 4 Specialty Retail names. WSM ranks #2 (25.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CASY	Caseys General Stores Inc	535	$425,211
2	WSM	Williams Sonoma Inc This page	1,395	$325,173
3	FIVE	Five Below, Inc	1,492	$268,246
4	ULTA	Ulta Beauty, Inc.	592	$266,979

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$325,173	1,395	-29.6%	Shares	Other	2026-07-21
2026-03-31	$361,195	1,981	-9.3%	Shares	Other	2026-04-27
2025-12-31	$389,861	2,183	+66.5%	Shares	Other	2026-01-27
2025-09-30	$256,233	1,311	+3.6%	Shares	Other	2025-10-15
2025-06-30	$206,826	1,266	-34.3%	Shares	Other	2025-07-23
2025-03-31	$304,498	1,926	—	Shares	Other	2025-04-17
No filing history on record for this holder in this stock.