Whipplewood Advisors, LLC

Position in WSM — Williams Sonoma Inc

CIK 2052510 LITTLETON, CO

Position in WSM

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$1,631

-$181,792 QoQ

Shares Held

-99.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#972

of 996 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Whipplewood Advisors, LLC holds $7,466 across 5 Specialty Retail names. WSM ranks #3 (21.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CASY	Caseys General Stores Inc	3	$2,384
2	ULTA	Ulta Beauty, Inc.	4	$1,803
3	WSM	Williams Sonoma Inc This page	7	$1,631
4	BBY	Best Buy Co Inc	17	$1,289
5	FIVE	Five Below, Inc	2	$359

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,631	7	-99.3%	Shares	Sole	2026-07-27
2026-03-31	$183,423	1,006	-49.7%	Shares	Sole	2026-04-30
2025-12-31	$357,180	2,000	0.0%	Shares	Sole	2026-02-17
2025-09-30	$390,900	2,000	-1.0%	Shares	Sole	2025-11-06
2025-06-30	$330,007	2,020	+0.4%	Shares	Other	2025-07-31
2025-03-31	$3,004	2,012	+0.2%	Shares	Sole	2025-04-10
2024-12-31	$371,656	2,007	—	Shares	Sole	2025-02-05
No filing history on record for this holder in this stock.