WSM

Williams-sonoma Inc

Latest period2024 - Q4Total superinvestors108

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 108 superinvestors own shares of Williams-sonoma Inc (WSM), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Williams-sonoma Inc (WSM), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Williams-sonoma Inc (WSM) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Williams-sonoma Inc (WSM) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Increased 0.62%
0.01%
$4.032M
26,024 shares@ 154.93 avg price
Teresa M. Nilsen@Hennessy Advisors Inc
Recent Activity
Decreased -5.36%
0.14%
$4.574M
24,700 shares@ 185.18 avg price
Aryn Sands@Lakewood Asset Management Llc
Recent Activity
Decreased -0.64%
2.99%
$4.327M
23,367 shares@ 185.19 avg price
Phillip Fitzsimmons@Hennion & Walsh Asset Management, Inc.
Recent Activity
Increased 5.76%
0.19%
$4.162M
22,473 shares@ 185.18 avg price
Debra Newman@Stonebridge Capital Management Inc
Recent Activity
Decreased -0.96%
1.57%
$3.818M
20,620 shares@ 185.17 avg price
Kimberly Key@Cwa Asset Management Group, Llc
Recent Activity
Increased 29.76%
0.19%
$3.756M
20,281 shares@ 185.18 avg price
Terry Ammons@Sheets Smith Wealth Management
Recent Activity
0.36%
$2.926M
15,800 shares@ 185.18 avg price
Patricia Hatzfeld@Ritholtz Wealth Management
Recent Activity
Decreased -6.04%
0.09%
$2.731M
14,747 shares@ 185.19 avg price
Mark J. Riley@Transform Wealth, Llc
Recent Activity
Increased 3.19%
0.15%
$2.678M
14,459 shares@ 185.19 avg price
James DeMeo@Shulman Demeo Asset Management Llc
Recent Activity
Decreased -1.6%
0.71%
$2.603M
14,057 shares@ 185.19 avg price