WSM
WILLIAMS-SONOMA, INC.Marquee-fund ownership over time
This quarter's activity
New positions opened
None.
Positions exited
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Renaissance Technologies | Q3 2024(8Q snapshot) | 7Q | $137 | $169 | +23% |
| Citadel Advisors re-entered | Q3 2024(8Q snapshot) | 7Q | $135 | $169 | +25% |
| D.E. Shaw | Q3 2024(8Q snapshot) | 7Q | $135 | $169 | +25% |
| AQR Capital Management | Q3 2024(8Q snapshot) | 7Q | $135 | $169 | +25% |
| Millennium Management | Q3 2024(8Q snapshot) | 7Q | $135 | $169 | +25% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Bridgewater Associates 8× in & out | Q4 2025 | Q2 2026 | → $169 | -9% |
| Maverick Capital 9× in & out | Q3 2025 | Q1 2026 | → $214 | +5% |
| Two Sigma Investments | Q2 2025 | Q3 2025 | → $203 | +20% |
| Point72 Asset Management | Q3 2024 | Q4 2024 | → $128 | -5% |
| Coatue Management 3× in & out | Q3 2022 | Q4 2022 | → $63 | -17% |
| Duquesne Family Office | Q4 2014 | Q2 2015 | → $29 | +10% |
| Lone Pine Capital | Q3 2014 | Q1 2015 | → $31 | +16% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at WILLIAMS SONOMA INC. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from May 29, 2026 — the most recent Form 4 on file — not from today.
- Form 40000719955-26-000138May 29, 2026
- Form 40000719955-26-000121May 18, 2026
- Form 40000719955-26-000119May 6, 2026
- Form 40000719955-26-000118May 6, 2026
- Form 40000719955-26-000117May 6, 2026
- Form 40000719955-26-000116May 6, 2026
- Form 40000719955-26-000097Apr 21, 2026
- Form 40000719955-26-000095Apr 10, 2026
- Form 40000719955-26-000093Apr 10, 2026
- Form 40000719955-26-000089Apr 7, 2026
- Form 40000719955-26-000087Apr 7, 2026
- Form 40000719955-26-000085Apr 7, 2026
- Form 40000719955-26-000083Apr 7, 2026
- Form 40000719955-26-000081Apr 7, 2026
- Form 40000719955-26-000079Apr 7, 2026
Fundamentals
XBRL · WILLIAMS-SONOMA, INC.Annual figures sourced directly from WILLIAMS-SONOMA, INC.'s 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for WILLIAMS SONOMA INC — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 10-QQuarterly reportMay 22, 2026
- 8-KMaterial eventMay 21, 2026
- DEF 14AProxy statementMay 6, 2026
- 10-KAnnual reportMar 26, 2026
- 8-KMaterial eventMar 18, 2026
- 10-QQuarterly reportNov 25, 2025
- 8-KMaterial eventNov 19, 2025
- 10-QQuarterly reportAug 29, 2025
- 8-KMaterial eventAug 27, 2025
- 8-KMaterial eventJun 27, 2025
- 8-KMaterial eventJun 13, 2025
- 10-QQuarterly reportMay 28, 2025
- 8-KMaterial eventMay 22, 2025
- DEF 14AProxy statementApr 29, 2025
- 10-KAnnual reportMar 27, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Bridgewater Associates | Q4 2025 | Q2 2026 | $185 | $169 | -9% |
| Maverick Capital | Q3 2025 | Q1 2026 | $203 | $214 | +5% |
| Citadel Advisors | Q2 2025 | open | $169 | $169 | -0% |
| Two Sigma Investments | Q2 2025 | Q3 2025 | $169 | $203 | +20% |
| Maverick Capital | Q1 2025 | Q2 2025 | $210 | $169 | -20% |
| Citadel Advisors | Q3 2024 | Q1 2025 | $135 | $210 | +56% |
| D.E. Shaw | Q3 2024 | open | $135 | $169 | +25% |
| AQR Capital Management | Q3 2024 | open | $135 | $169 | +25% |
| Millennium Management | Q3 2024 | open | $135 | $169 | +25% |
| Point72 Asset Management | Q3 2024 | Q4 2024 | $135 | $128 | -5% |
| Renaissance Technologies | Q3 2024 | open | $137 | $169 | +23% |
| Maverick Capital | Q4 2023 | Q2 2024 | $76 | $155 | +104% |
| Bridgewater Associates | Q3 2023 | Q3 2025 | $64 | $208 | +224% |
| Maverick Capital | Q4 2022 | Q1 2023 | $63 | $61 | -3% |
| Coatue Management | Q3 2022 | Q4 2022 | $75 | $63 | -17% |
| Bridgewater Associates | Q2 2021 | Q4 2022 | $78 | $60 | -23% |
| Maverick Capital | Q1 2020 | Q3 2021 | $33 | $75 | +129% |
| Bridgewater Associates | Q3 2019 | Q1 2021 | $29 | $57 | +99% |
| Coatue Management | Q4 2018 | Q3 2020 | $26 | $42 | +61% |
| Maverick Capital | Q4 2018 | Q4 2019 | $26 | $32 | +21% |
| Maverick Capital | Q2 2018 | Q3 2018 | $20 | $25 | +25% |
| Coatue Management | Q2 2018 | Q3 2018 | $20 | $25 | +23% |
| Maverick Capital | Q3 2017 | Q4 2017 | $19 | $21 | +12% |
| Bridgewater Associates | Q1 2017 | Q2 2017 | $19 | $21 | +11% |
| Bridgewater Associates | Q2 2016 | Q3 2016 | $21 | $20 | -3% |
| Bridgewater Associates | Q4 2015 | Q1 2016 | $28 | $20 | -27% |
| Maverick Capital | Q2 2015 | Q4 2016 | $29 | $21 | -28% |
| Duquesne Family Office | Q4 2014 | Q2 2015 | $27 | $29 | +10% |
| Lone Pine Capital | Q3 2014 | Q1 2015 | $27 | $31 | +16% |
| Bridgewater Associates | Q2 2014 | Q3 2015 | $24 | $33 | +38% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.