Position in WSM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$649,881
+$220,677 QoQ
Shares Held
2,788
+18.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#560
of 996 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in WSM Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Jun 30, 2026Spire Wealth Management holds $7,247,110 across 9 Specialty Retail names. WSM ranks #2 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CASY |
Caseys General Stores Inc
|
7,747 | $6,157,238 | |
| 2 | WSM |
Williams Sonoma Inc
This page
|
2,788 | $649,881 | |
| 3 | ULTA |
Ulta Beauty, Inc.
|
604 | $272,391 | |
| 4 | FIVE |
Five Below, Inc
|
350 | $62,926 | |
| 5 | BBY |
Best Buy Co Inc
|
745 | $56,530 | |
| 6 | TSCO |
Tractor Supply Co /De/
|
1,255 | $39,670 | |
| 7 | BBWI |
Bath & Body Works, Inc.
|
175 | $4,047 | |
| 8 | GME |
GameStop Corp.
|
157 | $3,466 |
All Filings in WSM
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $649,881 | 2,788 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $429,204 | 2,354 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $125,727 | 704 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $267,961 | 1,371 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $135,596 | 830 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $172,329 | 1,090 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $202,957 | 1,096 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $107,979 | 697 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $113,230 | 401 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $246,403 | 776 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $183,821 | 911 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $140,792 | 906 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $41,171 | 329 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $40,269 | 331 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $38,038 | 331 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $39,597 | 336 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $38,499 | 347 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $100,630 | 694 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $137,333 | 812 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $122,889 | 693 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $110,797 | 694 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $124,185 | 693 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||