Position in WSM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$398,134
+$85,986 QoQ
Shares Held
1,708
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#644
of 996 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WSM Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Jun 30, 2026Compound Planning, Inc. holds $2,566,663 across 6 Specialty Retail names. WSM ranks #2 (15.5% of the industry book) .
All Filings in WSM
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $398,134 | 1,708 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $312,148 | 1,712 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $284,493 | 1,593 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $319,756 | 1,636 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $260,085 | 1,592 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $234,778 | 1,485 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $285,177 | 1,540 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $222,465 | 1,436 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $229,849 | 814 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $216,237 | 681 | Shares | Sole | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||