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Institutional Ownership · SEC Form 13F

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.

924
Institutional holders
110,899,037
Shares held (tracked funds)
93.4%
Of shares outstanding

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).

FundSharesReported value% of valueQuarter
Aristotle Capital Management, LLC added11,140,471$2.0B9.5%2026-Q1
BlackRock, Inc. trimmed9,406,244$1.7B8.1%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new7,763,405$1.4B6.7%2026-Q1
BLACKHILL CAPITAL INC trimmed7,684,524$1.4B6.6%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new6,005,471$1.1B5.1%2026-Q1
STATE STREET CORP trimmed5,794,102$1.1B5.0%2026-Q1
FMR LLC added4,149,400$757M3.6%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added3,778,233$694M3.3%2026-Q1
FIRST TRUST ADVISORS LP added2,664,580$486M2.3%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed1,735,408$316M1.5%2026-Q1
Invesco Ltd. added1,732,110$316M1.5%2026-Q1
VICTORY CAPITAL MANAGEMENT INC added1,608,762$293M1.4%2026-Q1
NORTHERN TRUST CORP trimmed1,605,920$293M1.4%2026-Q1
DIMENSIONAL FUND ADVISORS LP added1,479,064$270M1.3%2026-Q1
Boston Partners trimmed1,228,331$224M1.1%2026-Q1
NORGES BANK trimmed1,380,635$218M1.0%2026-Q1
BANK OF AMERICA CORP /DE/ added1,108,589$202M1.0%2026-Q1
MORGAN STANLEY trimmed1,056,318$193M0.9%2026-Q1
Leonard Green & Partners, L.P.1,000,000$182M0.9%2026-Q1
VOYA INVESTMENT MANAGEMENT LLC trimmed997,159$182M0.9%2026-Q1
PRINCIPAL FINANCIAL GROUP INC trimmed988,254$180M0.8%2026-Q1
CAPTRUST FINANCIAL ADVISORS added942,732$172M0.8%2026-Q1
GOLDMAN SACHS GROUP INC added903,386$165M0.8%2026-Q1
NORDEA INVESTMENT MANAGEMENT AB trimmed892,639$160M0.8%2026-Q1
Bank of New York Mellon Corp trimmed819,855$149M0.7%2026-Q1
JPMORGAN CHASE & CO added841,412$149M0.7%2026-Q1
D. E. Shaw & Co., Inc. trimmed801,844$146M0.7%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added782,238$143M0.7%2026-Q1
UBS Group AG added748,401$136M0.6%2026-Q1
DEUTSCHE BANK AG\ added728,236$133M0.6%2026-Q1
RENAISSANCE TECHNOLOGIES LLC added680,500$124M0.6%2026-Q1
VANGUARD FIDUCIARY TRUST CO new673,402$123M0.6%2026-Q1
Caisse de depot et placement du Quebec added670,808$122M0.6%2026-Q1
Legal & General Group Plc trimmed651,658$119M0.6%2026-Q1
Nuveen, LLC trimmed632,735$115M0.5%2026-Q1
JACOBS LEVY EQUITY MANAGEMENT, INC trimmed530,239$97M0.5%2026-Q1
Amundi trimmed504,457$92M0.4%2026-Q1
ASSETMARK, INC added477,064$87M0.4%2026-Q1
TRUIST FINANCIAL CORP added475,524$87M0.4%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added438,999$80M0.4%2026-Q1
AMERICAN CENTURY COMPANIES INC added437,708$80M0.4%2026-Q1
Clark Capital Management Group, Inc. added401,711$73M0.3%2026-Q1
Robeco Institutional Asset Management B.V. trimmed391,621$71M0.3%2026-Q1
Quantinno Capital Management LP added380,862$69M0.3%2026-Q1
BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed380,851$69M0.3%2026-Q1
WELLS FARGO & COMPANY/MN added373,856$68M0.3%2026-Q1
Pacer Advisors, Inc. added369,808$67M0.3%2026-Q1
CITIGROUP INC added359,398$66M0.3%2026-Q1
Swiss National Bank added350,300$64M0.3%2026-Q1
Vest Financial, LLC added342,710$62M0.3%2026-Q1
Pictet Asset Management Holding SA added322,583$59M0.3%2026-Q1
SCHRODER INVESTMENT MANAGEMENT GROUP added311,178$57M0.3%2026-Q1
FRANKLIN RESOURCES INC added272,581$50M0.2%2026-Q1
BNP PARIBAS FINANCIAL MARKETS trimmed272,156$50M0.2%2026-Q1
Mitsubishi UFJ Asset Management Co., Ltd. added272,026$50M0.2%2026-Q1
HSBC HOLDINGS PLC added269,461$49M0.2%2026-Q1
National Pension Service trimmed265,363$48M0.2%2026-Q1
Gotham Asset Management, LLC added265,257$48M0.2%2026-Q1
AQR CAPITAL MANAGEMENT LLC added266,280$48M0.2%2026-Q1
Vanguard Global Advisers, LLC new261,062$48M0.2%2026-Q1
Sumitomo Mitsui Trust Group, Inc. trimmed260,320$47M0.2%2026-Q1
Advisors Capital Management, LLC added254,501$46M0.2%2026-Q1
Thrivent Financial for Lutherans added250,735$46M0.2%2026-Q1
BARCLAYS PLC trimmed247,943$45M0.2%2026-Q1
California Public Employees Retirement System added241,412$44M0.2%2026-Q1
Select Equity Group, L.P. added233,063$42M0.2%2026-Q1
Boston Trust Walden Corp trimmed231,277$42M0.2%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ trimmed229,549$42M0.2%2026-Q1
RHUMBLINE ADVISERS trimmed226,235$41M0.2%2026-Q1
VOLORIDGE INVESTMENT MANAGEMENT, LLC added223,341$41M0.2%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed215,126$39M0.2%2026-Q1
Russell Investments Group, Ltd. added213,491$39M0.2%2026-Q1
REIK & CO., LLC trimmed206,215$38M0.2%2026-Q1
VANGUARD ASSET MANAGEMENT, Ltd new204,098$37M0.2%2026-Q1
GLENMEDE TRUST CO NA trimmed188,906$34M0.2%2026-Q1
Corient Private Wealth LLC trimmed178,256$32M0.2%2026-Q1
Modera Wealth Management, LLC trimmed175,768$32M0.2%2026-Q1
Moran Wealth Management, LLC trimmed172,560$31M0.1%2026-Q1
Edgemoor Investment Advisors, Inc. trimmed171,742$31M0.1%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed168,581$31M0.1%2026-Q1
SYSTEMATIC FINANCIAL MANAGEMENT LP trimmed164,521$30M0.1%2026-Q1
CITADEL ADVISORS LLC trimmed162,301$30M0.1%2026-Q1
Railway Pension Investments Ltd trimmed155,700$28M0.1%2026-Q1
Pacific Heights Asset Management LLC150,000$27M0.1%2026-Q1
KBC Group NV trimmed148,715$27M0.1%2026-Q1
Rodgers Brothers Inc. trimmed139,999$26M0.1%2026-Q1
Treasurer of the State of North Carolina added135,947$25M0.1%2026-Q1
VANGUARD GROUP INC trimmed15,115,557$2.7B12.7%2025-Q4 stale
Capital Research Global Investors trimmed700,051$111M0.5%2025-Q1 stale
Glenmede Investment Management, LP trimmed233,807$46M0.2%2025-Q3 stale
Alyeska Investment Group, L.P. trimmed246,370$44M0.2%2025-Q4 stale
WORLDQUANT MILLENNIUM ADVISORS LLC trimmed236,178$42M0.2%2025-Q4 stale
Qube Research & Technologies Ltd trimmed218,360$39M0.2%2025-Q4 stale
SCOPUS ASSET MANAGEMENT, L.P. new199,395$33M0.2%2025-Q2 stale
JUPITER ASSET MANAGEMENT LTD trimmed162,531$32M0.1%2025-Q3 stale
LOGAN CAPITAL MANAGEMENT INC added164,540$29M0.1%2025-Q4 stale
VIRGINIA RETIREMENT SYSTEMS ET Al added164,200$29M0.1%2025-Q4 stale
Achmea Investment Management B.V. trimmed146,321$29M0.1%2025-Q3 stale
AXA Investment Managers S.A. new136,141$27M0.1%2025-Q3 stale
Trexquant Investment LP added166,038$26M0.1%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.

HoldersTotal shares

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.

Learn how to read institutional ownership