Position in WSM
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$3,142,273
-$41,449 QoQ
Shares Held
17,234
-3.3% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 76.08216316583498.ToString("F0")%
Shared 0.ToString("F0")%
None 23.917836834165023.ToString("F0")%
Common Shares in WSM Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Mar 31, 2026STIFEL FINANCIAL CORP holds $583,860,925 across 19 Specialty Retail names. WSM ranks #7 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSCO |
Tractor Supply Co /De/
|
7,329,552 | $332,028,702 | |
| 2 | CASY |
Caseys General Stores Inc
|
238,810 | $173,820,244 | |
| 3 | BBY |
Best Buy Co Inc
|
717,485 | $46,062,534 | |
| 4 | ULTA |
Ulta Beauty, Inc.
|
15,987 | $8,356,563 | |
| 5 | FIVE |
Five Below, Inc
|
25,078 | $5,729,820 | |
| 6 | MUSA |
Murphy USA Inc.
|
9,284 | $4,586,014 | |
| 7 | WSM |
Williams Sonoma Inc
This page
|
17,234 | $3,142,273 | |
| 8 | DKS |
Dick's Sporting Goods, Inc.
|
10,888 | $2,158,980 |
All Filings in WSM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,142,273 | 17,234 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $3,183,722 | 17,827 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $3,456,335 | 17,684 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $2,897,528 | 17,736 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $3,039,155 | 19,223 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $3,757,856 | 20,293 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $3,026,361 | 19,535 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,415,519 | 10,026 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $1,600,827 | 10,083 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,614,137 | 15,999 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $1,109,011 | 14,273 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $972,337 | 15,540 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $985,444 | 16,200 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,073,695 | 18,686 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,153,748 | 19,580 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,320,683 | 41,833 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $985,926 | 13,599 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $2,682,485 | 31,721 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,000,812 | 22,566 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $2,333,363 | 29,231 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $2,705,113 | 30,191 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,834,239 | 36,022 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $1,436,638 | 31,770 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $2,483,836 | 60,574 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $2,098,445 | 98,704 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||