13FPulse
WS

WSM WILLIAMS-SONOMA INC

2026Q2 · CUSIP 969904101 · Sector: Consumer

Piling in

Net holder growth ranks near the top of the market

Funds that own it
978
Institutions that reported holding it to the SEC
Net increase in holders
+52
Last quarter 926 → now 978
How unusual is that
Top 5%
Stronger buying than 95% of US stocks
What the filings say, in one paragraph

978 funds held WSM at the end of 2026Q2, up 52 from the quarter before. That is stronger buying than 95.0% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $8.0B(YoY +2.2%), the P/E is 22.7x, return on equity is 55.1%. WSM has had 26 buying rushes in its history, and the price moved +4.0% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Consumer sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=287 2013Q4: holders=301 2014Q1: holders=298 2014Q2: holders=311 2014Q3: holders=322 2014Q4: holders=349 2015Q1: holders=350 2015Q2: holders=339 2015Q3: holders=337 2015Q4: holders=354 2016Q1: holders=346 2016Q2: holders=358 2016Q3: holders=368 2016Q4: holders=390 2017Q1: holders=380 2017Q2: holders=376 2017Q3: holders=361 2017Q4: holders=392 2018Q1: holders=418 2018Q2: holders=424 2018Q3: holders=435 2018Q4: holders=390 2019Q1: holders=439 2019Q2: holders=407 2019Q3: holders=411 2019Q4: holders=441 2020Q1: holders=395 2020Q2: holders=441 2020Q3: holders=461 2020Q4: holders=508 2021Q1: holders=552 2021Q2: holders=567 2021Q3: holders=593 2021Q4: holders=650 2022Q1: holders=618 2022Q2: holders=608 2022Q3: holders=615 2022Q4: holders=620 2023Q1: holders=608 2023Q2: holders=586 2023Q3: holders=596 2023Q4: holders=675 2024Q1: holders=807 2024Q2: holders=820 2024Q3: holders=828 2024Q4: holders=896 2025Q1: holders=900 2025Q2: holders=917 2025Q3: holders=944 2025Q4: holders=948 2026Q1: holders=926 2026Q2: holders=978 -132 -66 +0 +66 +132 2586431027 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 26 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 5%
2025Q3 Top 20% +3.6% +16.6%
2025Q2 Top 20% -2.7% -9.3%
2024Q4 Top 10% -23.1% -18.6%
2024Q1 Top 1% in the market -9.6% -8.9%
2023Q4 Top 10% +35.5% +37.4%
2023Q3 Top 20% +13.8% +31.1%
2022Q3 Top 20% -6.7% +3.7%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
307
Change in large funds
+27
Total value they hold
$26.3B
Funds buying for the first time
151
Funds that sold out entirely
99
Price change that quarter
+31.5%
Funds holding puts (bearish)
13
Funds holding calls (bullish)
18

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
22.7
EPS (TTM)
$9.76
EPS YoY
+8.7%
Revenue (TTM)
$8.0B
Revenue YoY
+2.2%
Net margin
14.7%
ROE
55.1%
Debt ratio
61.1%
FCF (TTM)
$1.3B
Dividend (TTM)
$2.84
Quarterly Revenue & EPS
2022-05-01: EPS 1.75 2022-07-31: EPS 1.94 2022-10-30: EPS 1.86 2023-01-29: EPS 2.62 2023-04-30: EPS 1.18 2023-07-30: EPS 1.56 2023-10-29: EPS 1.83 2024-01-28: EPS 2.71 2024-04-28: EPS 1.99 2024-07-28: EPS 1.67 2024-10-27: EPS 1.87 2025-02-02: EPS 3.26 2025-05-04: EPS 1.85 2025-08-03: EPS 2.00 2025-11-02: EPS 1.96 2026-02-01: EPS 3.03 2026-05-03: EPS 1.93 2026-08-02: EPS 2.84 0B 1.3B 2.5B $B 0.00 1.79 3.59 2016201720182019202020212022202320242025202608/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 18 6 16 27 2023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-134M244M621M 20162017201820192020202120222023202420252026
Latest quarter $99M (2026-05-03)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-08-02 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.