Williams-Sonoma, Inc.
MX ˙ BMV ˙ US9699041011
SecurityMX:WSM / Williams-Sonoma, Inc.
InstitutionWealthfront Advisers Llc
Latest Disclosed Ownership3,125 shares
Latest Disclosed Value $ 569,781
Wealthfront Advisers Llc reports 12.57% increase in ownership of WSM / Williams-Sonoma, Inc.

On May 5, 2026 - Wealthfront Advisers Llc filed a 13F-HR form disclosing ownership of 3,125 shares of Williams-Sonoma, Inc. (MX:WSM) valued at $569,781 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 2,776 shares of Williams-Sonoma, Inc.. This represents a change in shares of 12.57% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-05 2026-03-31 13F WILLIAMS SONOMA COM 969904101 3,125 349 12.57 570 14.95 0.0013
2026-01-30 2025-12-31 13F WILLIAMS SONOMA COM 969904101 2,776 101 3.78 496 -5.17 0.0011
2025-11-06 2025-09-30 13F WILLIAMS SONOMA COM 969904101 2,675 490 22.43 523 46.63 0.0012
2025-07-31 2025-06-30 13F WILLIAMS SONOMA COM 969904101 2,185 354 19.33 357 23.18 0.0009
2025-05-02 2025-03-31 13F WILLIAMS SONOMA COM 969904101 1,831 633 52.84 289 30.77 0.0008
2025-04-01 2024-12-31 13F/A-1 WILLIAMS SONOMA COM 969904101 1,198 1,198 222 0.0006
2025-02-07 2024-12-31 13F WILLIAMS SONOMA COM 969904101 76,202 76,202 4,151 0.0125
2024-08-14 2024-06-30 13F WILLIAMS SONOMA COM 969904101 0 -641 -100.00 0 -100.00
2024-04-19 2024-03-31 13F WILLIAMS SONOMA COM 969904101 641 641 204 0.0007
2022-05-16 2022-03-31 13F WILLIAMS SONOMA COM 969904101 0 -6,944 -100.00 0 -100.00
2022-01-21 2021-12-31 13F WILLIAMS SONOMA COM 969904101 6,944 5,582 409.84 1,174 387.14 0.0050
2021-11-15 2021-09-30 13F WILLIAMS SONOMA COM 969904101 1,362 1,362 241 0.0011
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.