Who owns WSM (WSM)
Which tracked institutional funds hold WSM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See WSM company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
179 tracked funds added or opened WSM while 174 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
WSM’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes WSM more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in WSM divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 924 tracked filers holding WSM, 412 increased or opened the position and 491 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in WSM between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 39
- VANGUARD CAPITAL MANAGEMENT LLC$1.4B
- VANGUARD PORTFOLIO MANAGEMENT LLC$1.1B
- VANGUARD FIDUCIARY TRUST CO$123M
- Vanguard Global Advisers, LLC$48M
- VANGUARD ASSET MANAGEMENT, Ltd$37M
- Aware Super Pty Ltd as trustee of Aware Super$20M
Full exits 50
- VANGUARD GROUP INC$2.7B
- Alyeska Investment Group, L.P.$44M
- WORLDQUANT MILLENNIUM ADVISORS LLC$42M
- Qube Research & Technologies Ltd$39M
- LOGAN CAPITAL MANAGEMENT INC$29M
- VIRGINIA RETIREMENT SYSTEMS ET Al$29M
Largest adds
- Aristotle Capital Management, LLC$400M
- BANK OF AMERICA CORP /DE/$105M
- VICTORY CAPITAL MANAGEMENT INC$94M
- GEODE CAPITAL MANAGEMENT, LLC$72M
- JPMORGAN CHASE & CO$63M
- FMR LLC$57M
Largest trims
- BlackRock, Inc.$404M
- WELLINGTON MANAGEMENT GROUP LLP$109M
- D. E. Shaw & Co., Inc.$104M
- NORGES BANK$99M
- Nuveen, LLC$85M
- CITADEL ADVISORS LLC$45M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Aristotle Capital Management, LLC added | 11,140,471 | $2.0B | 9.5% | 2026-Q1 |
| BlackRock, Inc. trimmed | 9,406,244 | $1.7B | 8.1% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 7,763,405 | $1.4B | 6.7% | 2026-Q1 |
| BLACKHILL CAPITAL INC trimmed | 7,684,524 | $1.4B | 6.6% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 6,005,471 | $1.1B | 5.1% | 2026-Q1 |
| STATE STREET CORP trimmed | 5,794,102 | $1.1B | 5.0% | 2026-Q1 |
| FMR LLC added | 4,149,400 | $757M | 3.6% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 3,778,233 | $694M | 3.3% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 2,664,580 | $486M | 2.3% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 1,735,408 | $316M | 1.5% | 2026-Q1 |
| Invesco Ltd. added | 1,732,110 | $316M | 1.5% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 1,608,762 | $293M | 1.4% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 1,605,920 | $293M | 1.4% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 1,479,064 | $270M | 1.3% | 2026-Q1 |
| Boston Partners trimmed | 1,228,331 | $224M | 1.1% | 2026-Q1 |
| NORGES BANK trimmed | 1,380,635 | $218M | 1.0% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 1,108,589 | $202M | 1.0% | 2026-Q1 |
| MORGAN STANLEY trimmed | 1,056,318 | $193M | 0.9% | 2026-Q1 |
| Leonard Green & Partners, L.P. | 1,000,000 | $182M | 0.9% | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC trimmed | 997,159 | $182M | 0.9% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 988,254 | $180M | 0.8% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 942,732 | $172M | 0.8% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 903,386 | $165M | 0.8% | 2026-Q1 |
| NORDEA INVESTMENT MANAGEMENT AB trimmed | 892,639 | $160M | 0.8% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 819,855 | $149M | 0.7% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 841,412 | $149M | 0.7% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 801,844 | $146M | 0.7% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 782,238 | $143M | 0.7% | 2026-Q1 |
| UBS Group AG added | 748,401 | $136M | 0.6% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 728,236 | $133M | 0.6% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 680,500 | $124M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 673,402 | $123M | 0.6% | 2026-Q1 |
| Caisse de depot et placement du Quebec added | 670,808 | $122M | 0.6% | 2026-Q1 |
| Legal & General Group Plc trimmed | 651,658 | $119M | 0.6% | 2026-Q1 |
| Nuveen, LLC trimmed | 632,735 | $115M | 0.5% | 2026-Q1 |
| JACOBS LEVY EQUITY MANAGEMENT, INC trimmed | 530,239 | $97M | 0.5% | 2026-Q1 |
| Amundi trimmed | 504,457 | $92M | 0.4% | 2026-Q1 |
| ASSETMARK, INC added | 477,064 | $87M | 0.4% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 475,524 | $87M | 0.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 438,999 | $80M | 0.4% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 437,708 | $80M | 0.4% | 2026-Q1 |
| Clark Capital Management Group, Inc. added | 401,711 | $73M | 0.3% | 2026-Q1 |
| Robeco Institutional Asset Management B.V. trimmed | 391,621 | $71M | 0.3% | 2026-Q1 |
| Quantinno Capital Management LP added | 380,862 | $69M | 0.3% | 2026-Q1 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed | 380,851 | $69M | 0.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 373,856 | $68M | 0.3% | 2026-Q1 |
| Pacer Advisors, Inc. added | 369,808 | $67M | 0.3% | 2026-Q1 |
| CITIGROUP INC added | 359,398 | $66M | 0.3% | 2026-Q1 |
| Swiss National Bank added | 350,300 | $64M | 0.3% | 2026-Q1 |
| Vest Financial, LLC added | 342,710 | $62M | 0.3% | 2026-Q1 |
| Pictet Asset Management Holding SA added | 322,583 | $59M | 0.3% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 311,178 | $57M | 0.3% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 272,581 | $50M | 0.2% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 272,156 | $50M | 0.2% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 272,026 | $50M | 0.2% | 2026-Q1 |
| HSBC HOLDINGS PLC added | 269,461 | $49M | 0.2% | 2026-Q1 |
| National Pension Service trimmed | 265,363 | $48M | 0.2% | 2026-Q1 |
| Gotham Asset Management, LLC added | 265,257 | $48M | 0.2% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 266,280 | $48M | 0.2% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 261,062 | $48M | 0.2% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 260,320 | $47M | 0.2% | 2026-Q1 |
| Advisors Capital Management, LLC added | 254,501 | $46M | 0.2% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 250,735 | $46M | 0.2% | 2026-Q1 |
| BARCLAYS PLC trimmed | 247,943 | $45M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System added | 241,412 | $44M | 0.2% | 2026-Q1 |
| Select Equity Group, L.P. added | 233,063 | $42M | 0.2% | 2026-Q1 |
| Boston Trust Walden Corp trimmed | 231,277 | $42M | 0.2% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 229,549 | $42M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 226,235 | $41M | 0.2% | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC added | 223,341 | $41M | 0.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 215,126 | $39M | 0.2% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 213,491 | $39M | 0.2% | 2026-Q1 |
| REIK & CO., LLC trimmed | 206,215 | $38M | 0.2% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 204,098 | $37M | 0.2% | 2026-Q1 |
| GLENMEDE TRUST CO NA trimmed | 188,906 | $34M | 0.2% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 178,256 | $32M | 0.2% | 2026-Q1 |
| Modera Wealth Management, LLC trimmed | 175,768 | $32M | 0.2% | 2026-Q1 |
| Moran Wealth Management, LLC trimmed | 172,560 | $31M | 0.1% | 2026-Q1 |
| Edgemoor Investment Advisors, Inc. trimmed | 171,742 | $31M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 168,581 | $31M | 0.1% | 2026-Q1 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP trimmed | 164,521 | $30M | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 162,301 | $30M | 0.1% | 2026-Q1 |
| Railway Pension Investments Ltd trimmed | 155,700 | $28M | 0.1% | 2026-Q1 |
| Pacific Heights Asset Management LLC | 150,000 | $27M | 0.1% | 2026-Q1 |
| KBC Group NV trimmed | 148,715 | $27M | 0.1% | 2026-Q1 |
| Rodgers Brothers Inc. trimmed | 139,999 | $26M | 0.1% | 2026-Q1 |
| Treasurer of the State of North Carolina added | 135,947 | $25M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 15,115,557 | $2.7B | 12.7% | 2025-Q4 stale |
| Capital Research Global Investors trimmed | 700,051 | $111M | 0.5% | 2025-Q1 stale |
| Glenmede Investment Management, LP trimmed | 233,807 | $46M | 0.2% | 2025-Q3 stale |
| Alyeska Investment Group, L.P. trimmed | 246,370 | $44M | 0.2% | 2025-Q4 stale |
| WORLDQUANT MILLENNIUM ADVISORS LLC trimmed | 236,178 | $42M | 0.2% | 2025-Q4 stale |
| Qube Research & Technologies Ltd trimmed | 218,360 | $39M | 0.2% | 2025-Q4 stale |
| SCOPUS ASSET MANAGEMENT, L.P. new | 199,395 | $33M | 0.2% | 2025-Q2 stale |
| JUPITER ASSET MANAGEMENT LTD trimmed | 162,531 | $32M | 0.1% | 2025-Q3 stale |
| LOGAN CAPITAL MANAGEMENT INC added | 164,540 | $29M | 0.1% | 2025-Q4 stale |
| VIRGINIA RETIREMENT SYSTEMS ET Al added | 164,200 | $29M | 0.1% | 2025-Q4 stale |
| Achmea Investment Management B.V. trimmed | 146,321 | $29M | 0.1% | 2025-Q3 stale |
| AXA Investment Managers S.A. new | 136,141 | $27M | 0.1% | 2025-Q3 stale |
| Trexquant Investment LP added | 166,038 | $26M | 0.1% | 2025-Q1 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.