As of the latest SEC filings, WILLIAMS SONOMA INC (WSM) is held by 726 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $692,585,063.25 in market value, representing 0.03% of its portfolio.
Funds holding WILLIAMS SONOMA INC (WSM)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- WSM
- CIK:
- 0000719955
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.03% | $692,585,063.25 | 3,798,525 | Mar 31, 2026 | May 28, 2026 |
|
VFIAX
VANGUARD 500 INDEX FUND
|
ETF | Vanguard | 0.04% | $553,013,089.22 | 3,033,034 | Mar 31, 2026 | May 28, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.30% | $501,897,238.38 | 2,752,686 | Mar 31, 2026 | May 28, 2026 |
|
RDVY
First Trust Rising Dividend Achievers ETF
|
ETF | First Trust | 1.94% | $384,682,021.96 | 2,109,812 | Mar 31, 2026 | May 21, 2026 |
|
VISVX
VANGUARD SMALL-CAP VALUE INDEX FUND
|
ETF | Vanguard | 0.53% | $319,601,881.08 | 1,752,876 | Mar 31, 2026 | May 28, 2026 |
|
FXAIX
Fidelity 500 Index Fund
|
MF | Fidelity | 0.04% | $318,743,927.10 | 1,549,934 | Feb 28, 2026 | Apr 24, 2026 |
|
QUAL
iShares MSCI USA Quality Factor ETF
|
ETF | BlackRock / iShares | 0.59% | $297,113,184.47 | 1,639,607 | Apr 30, 2026 | Jun 25, 2026 |
|
IVV
iShares Core S&P 500 ETF
|
ETF | BlackRock / iShares | 0.04% | $280,035,906.42 | 1,535,874 | Mar 31, 2026 | May 28, 2026 |
|
SPY
SPDR S&P 500 ETF Trust
|
ETF | State Street (SPDR) | 0.04% | $252,283,274.79 | 1,383,663 | Mar 31, 2026 | May 28, 2026 |
|
FCNTX
Fidelity Contrafund
|
MF | Fidelity | 0.12% | $187,201,857.60 | 1,026,720 | Mar 31, 2026 | May 26, 2026 |
|
VETAX
Victory Sycamore Established Value Fund
|
MF | Independent / Boutique | 1.19% | $179,595,050.00 | 985,000 | Mar 31, 2026 | May 28, 2026 |
|
RSP
Invesco S&P 500 Equal Weight ETF
|
ETF | Invesco | 0.19% | $164,686,003.73 | 908,813 | Apr 30, 2026 | Jun 29, 2026 |
|
JVMAX
Disciplined Value Mid Cap Fund
|
MF | John Hancock | 0.72% | $157,809,896.94 | 865,518 | Mar 31, 2026 | May 29, 2026 |
|
VIIIX
VANGUARD INSTITUTIONAL INDEX FUND
|
MF | Vanguard | 0.04% | $122,824,598.87 | 673,639 | Mar 31, 2026 | May 28, 2026 |
|
VDADX
VANGUARD DIVIDEND APPRECIATION INDEX FUND
|
ETF | Vanguard | 0.10% | $121,328,068.24 | 669,544 | Apr 30, 2026 | Jun 26, 2026 |
|
XLY
State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF
|
ETF | State Street (SPDR) | 0.54% | $116,180,858.33 | 637,201 | Mar 31, 2026 | May 28, 2026 |
|
FPURX
Fidelity Puritan Fund
|
MF | Fidelity | 0.34% | $111,805,529.85 | 543,669 | Feb 28, 2026 | Apr 24, 2026 |
|
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
|
ETF | First Trust | 0.85% | $85,982,087.42 | 471,574 | Mar 31, 2026 | May 21, 2026 |
|
VHYAX
VANGUARD HIGH DIVIDEND YIELD INDEX FUND
|
ETF | Vanguard | 0.09% | $82,131,620.40 | 453,240 | Apr 30, 2026 | Jun 26, 2026 |
|
IWR
iShares Russell Mid-Cap ETF
|
ETF | BlackRock / iShares | 0.17% | $80,230,487.57 | 440,029 | Mar 31, 2026 | May 28, 2026 |
|
PEIQX
Equity Income Fund
|
MF | Independent / Boutique | 0.95% | $77,466,187.74 | 427,494 | Apr 30, 2026 | Jun 25, 2026 |
|
FSMDX
Fidelity Mid Cap Index Fund
|
MF | Fidelity | 0.15% | $77,191,292.17 | 425,977 | Apr 30, 2026 | Jun 26, 2026 |
|
FUQIX
Fidelity SAI U.S. Quality Index Fund
|
MF | Fidelity | 0.23% | $67,403,052.81 | 371,961 | Apr 30, 2026 | Jun 26, 2026 |
|
COWZ
Pacer US Cash Cows 100 ETF
|
ETF | Pacer | 0.35% | $64,465,819.92 | 355,752 | Apr 30, 2026 | Jun 29, 2026 |
|
FAEGX
Fidelity Advisor Equity Growth Fund
|
MF | Fidelity | 0.52% | $63,142,776.00 | 307,040 | Feb 28, 2026 | Apr 24, 2026 |
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