Farther Finance Advisors, LLC

Position in WSM — Williams Sonoma Inc

CIK 1992825 SAN FRANCISCO, CA

Position in WSM

as of Mar 31, 2026 · filed Apr 7, 2026 Compact

Position Value

$841,452

+$102,804 QoQ

Shares Held

4,615

+11.6% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Consumer Cyclical · as of Mar 31, 2026

Farther Finance Advisors, LLC holds $6,616,355 across 31 Specialty Retail names. WSM ranks #3 (12.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CASY	Caseys General Stores Inc	2,225	$1,619,488
2	TSCO	Tractor Supply Co /De/	28,567	$1,294,085
3	WSM	Williams Sonoma Inc This page	4,615	$841,452
4	ULTA	Ulta Beauty, Inc.	1,236	$646,069
5	BBY	Best Buy Co Inc	9,057	$581,459
6	DKS	Dick's Sporting Goods, Inc.	2,305	$457,058
7	FIVE	Five Below, Inc	1,661	$379,505
8	BBWI	Bath & Body Works, Inc.	12,839	$239,704

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$841,452	4,615	+11.6%	Shares	Sole	2026-04-07
2025-12-31	$738,648	4,136	+8.7%	Shares	Sole	2026-01-23
2025-09-30	$743,687	3,805	-2.7%	Shares	Sole	2025-10-14
2025-06-30	$638,776	3,910	+3.4%	Shares	Sole	2025-07-11
2025-03-31	$597,934	3,782	+63.3%	Shares	Sole	2025-04-14
2024-12-31	$428,876	2,316	-20.1%	Shares	Sole	2025-02-10
2024-09-30	$449,268	2,900	+358.9%	Shares	Sole	2024-10-29
2024-06-30	$89,228	632	+327.0%	Shares	Sole	2024-07-31
2024-03-31	$23,497	148	0.0%	Shares	Sole	2024-05-14
2023-12-31	$14,931	148	+9.6%	Shares	Sole	2024-02-15
2023-09-30	$10,489	135	+70.9%	Shares	Sole	2023-11-14
2023-06-30	$4,943	79	+54.9%	Shares	Sole	2024-05-14
2023-03-31	$3,102	51	-26.1%	Shares	Sole	2024-05-14
2022-12-31	$3,964	69	—	Shares	Sole	2023-09-12
No filing history on record for this holder in this stock.