Position in WSM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$851,281
+$181,401 QoQ
Shares Held
3,652
-0.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#509
of 996 holders
Holding Since
Dec 2023
11 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, 2026Plato Investment Management Ltd holds $3,180,397 across 4 Specialty Retail names. WSM ranks #2 (26.8% of the industry book) .
All Filings in WSM
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $851,281 | 3,652 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $669,880 | 3,674 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $656,139 | 3,674 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $811,899 | 4,154 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $658,871 | 4,033 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $637,143 | 4,030 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $764,237 | 4,127 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $530,291 | 3,423 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,272,641 | 4,507 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,318,384 | 4,152 | Shares | Sole | 2024-05-17 | |
| 2023-12-31 | $19,774 | 98 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||