Williams-Sonoma, Inc.
US ˙ NYSE ˙ US9699041011

SecurityWSM / Williams-Sonoma, Inc.
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership726 shares
Latest Disclosed Value $ 132,372
IFP Advisors, Inc reports 38.02% increase in ownership of WSM / Williams-Sonoma, Inc.

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 726 shares of Williams-Sonoma, Inc. (US:WSM) valued at $132,372 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 526 shares of Williams-Sonoma, Inc.. This represents a change in shares of 38.02% during the quarter. The current value of the position is $150,362 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-13 2026-03-31 13F WILLIAMS SONOMA cs 969904101 726 200 38.02 132 41.94 0.0027
2026-02-06 2025-12-31 13F WILLIAMS SONOMA cs 969904101 526 -442 -45.66 94 -50.79 0.0021
2026-02-06 2025-09-30 13F/A-1 WILLIAMS SONOMA cs 969904101 968 -533 -35.51 189 -33.22 0.0049
2025-12-02 2025-09-30 13F WILLIAMS SONOMA cs 969904101 898 -603 206 0.0053
2025-07-24 2025-06-30 13F WILLIAMS SONOM A cs 969904101 1,501 30 2.04 284 21.98 0.0081
2025-05-05 2025-03-31 13F WILLIAMS SONOMA cs 969904101 1,471 -1,471 -50.00 233 -57.43 0.0072
2025-02-04 2024-12-31 13F WILLIAMS SONOMA cs 969904101 2,942 -118 -3.86 545 14.98 0.0178
2025-02-04 2024-09-30 13F WILLIAMS SONOMA cs 969904101 3,060 1,809 144.60 474 34.28 0.0171
2024-07-30 2024-06-30 13F WILLIAMS SONOMA cs 969904101 1,251 85 7.29 353 -4.59 0.0140
2024-07-30 2024-03-31 13F WILLIAMS SONOMA cs 969904101 1,166 185 18.86 371 86.87 0.0163
2024-01-09 2023-12-31 13F WILLIAMS SONOMA cs 969904101 981 778 383.25 198 538.71 0.0093
2023-10-12 2023-09-30 13F WILLIAMS SONOMA cs 969904101 203 -37 -15.42 32 3.33 0.0014
2023-08-14 2023-06-30 13F/A-1 WILLIAMS SONOMA cs 969904101 240 46 23.71 30 275.00 0.0013
2023-08-04 2023-06-30 13F WILLIAMS SONOMA cs 969904101 240 46 11 0.0005
2023-04-18 2023-03-31 13F WILLIAMS SONOMA cs 969904101 194 -622 -76.23 9 0.0004
2023-02-07 2022-12-31 13F WILLIAMS SONOMA cs 969904101 816 4 0.49 0 -100.00 0.0013
2022-11-08 2022-09-30 13F WILLIAMS SONOMA cs 969904101 812 251 44.74 47 34.29 0.0012
2022-09-06 2022-06-30 13F/A-1 WILLIAMS SONOMA cs 969904101 561 0 0.00 35 0.00 0.0011
2022-09-06 2022-03-31 13F/A-1 WILLIAMS SONOMA cs 969904101 561 421 300.71 35 40.00 0.0011
2022-08-08 2022-03-31 13F WILLIAMS SONOMA INC COM Stock 969904101 159 19 11 0.0002
2022-01-12 2021-12-31 13F WILLIAMS SONOMA INC COM Stock 969904101 140 -648 -82.23 25 -82.14 0.0005
2021-10-06 2021-09-30 13F WILLIAMS SONOMA INC COM Stock 969904101 788 249 46.20 140 48.94 0.0028
2021-07-13 2021-06-30 13F WILLIAMS SONOMA INC COM Stock 969904101 539 -65 -10.76 94 -13.76 0.0019
2021-04-30 2021-03-31 13F WILLIAMS SONOMA INC COM Stock 969904101 604 -277 -31.44 109 19.78 0.0021
2021-01-25 2020-12-31 13F WILLIAMS SONOMA INC COM Stock 969904101 881 -117 -11.72 91 1.11 0.0037
2020-10-29 2020-09-30 13F WILLIAMS SONOMA INC COM Stock 969904101 998 12 1.22 90 11.11 0.0054
2020-08-05 2020-06-30 13F WILLIAMS SONOMA INC COM Stock 969904101 986 -56 -5.37 81 80.00 0.0064
2020-05-12 2020-03-31 13F WILLIAMS SONOMA INC COM Stock 969904101 1,042 1,042 45 0.0045
2020-01-17 2019-12-31 13F WILLIAMS SONOMA INC COM Stock 969904101 0 -300 -100.00 0 -100.00
2019-11-07 2019-09-30 13F WILLIAMS SONOMA INC COM Stock 969904101 300 89 42.18 20 66.67 0.0013
2019-05-15 2019-03-31 13F WILLIAMS SONOMA Stock 969904101 211 -1,293 -85.97 12 -84.00 0.0016
2019-06-03 2018-12-31 13F/A-10 WILLIAMS SONOMA Stock 969904101 1,504 781 108.02 75 56.25 0.0046
2019-01-23 2018-12-31 13F WILLIAMS SONOMA Stock 969904101 1,504 781 75 0.0046
2019-06-03 2018-09-30 13F/A-9 WILLIAMS SONOMA Stock 969904101 723 -36 -4.74 48 2.13 0.0020
2018-10-25 2018-09-30 13F WILLIAMS SONOMA Stock 969904101 723 -36 48 0.0020
2019-06-03 2018-06-30 13F/A-8 WILLIAMS SONOMA Stock 969904101 759 -190 -20.02 47 -4.08 0.0020
2018-08-07 2018-06-30 13F WILLIAMS SONOMA Stock 969904101 759 -230 47
2019-06-03 2018-03-31 13F/A-7 WILLIAMS SONOMA INC COM Stock 969904101 949 0 0.00 49 0.00 0.0022
2018-05-09 2018-03-31 13F WILLIAMS SONOMA Stock 969904101 989 40 52
2019-06-03 2017-12-31 13F/A-6 WILLIAMS SONOMA INC COM Stock 969904101 949 42 4.63 49 8.89 0.0022
2018-01-24 2017-12-31 13F WILLIAMS SONOMA INC COM Stock 969904101 949 42 49
2017-10-30 2017-09-30 13F WILLIAMS SONOMA INC COM Stock 969904101 907 -2,038 -69.20 45 -68.53 0.0018
2019-06-03 2017-06-30 13F/A-5 WILLIAMS SONOMA INC COM Stock 969904101 2,945 838 39.77 143 26.55 0.0061
2017-07-31 2017-06-30 13F WILLIAMS SONOMA INC COM Stock 969904101 2,945 838 143
2019-06-03 2017-03-31 13F/A-4 WILLIAMS SONOMA INC COM Stock 969904101 2,107 217 11.48 113 24.18 0.0049
2017-04-26 2017-03-31 13F WILLIAMS SONOMA INC COM Stock 969904101 2,107 217 113
2019-06-03 2016-12-31 13F/A-3 WILLIAMS SONOMA INC COM Stock 969904101 1,890 270 16.67 91 9.64 0.0044
2017-02-14 2016-12-31 13F WILLIAMS SONOMA INC COM Stock 969904101 1,890 270 91
2016-11-04 2016-09-30 13F WILLIAMS SONOMA INC COM Stock 969904101 1,620 -3 -0.18 83 -2.35 0.0043
2019-06-03 2016-06-30 13F/A-2 WILLIAMS SONOMA INC COM Stock 969904101 1,623 1,412 669.19 85 608.33 0.0047
2016-08-22 2016-06-30 13F WILLIAMS SONOMA INC COM Stock 969904101 1,623 1,412 85
2019-06-03 2016-03-31 13F/A-1 WILLIAMS SONOMA Stock 969904101 211 -1,230 -85.36 12 -85.71 0.0016
2016-05-02 2016-03-31 13F WILLIAMS SONOMA INC COM Stock 969904101 1,463 22 80
2016-02-11 2015-12-31 13F WILLIAMS SONOMA INC COM Stock 969904101 1,441 1,441 84 0.0056
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.