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Williams-Sonoma shares owned by Sunrise Financial Services

Quarter-by-quarter ownership of Williams-Sonoma (WSM) shares owned by Sunrise Financial Services from 13F filings

Historical chart of Sunrise Financial Services investment in Williams-Sonoma

Tip: Access up to 7 years of quarterly data

All positions including Williams-Sonoma held by Sunrise Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Williams-Sonoma by Sunrise Financial Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $391k 2.1k 182.33

More positions owned by Sunrise Financial Services

Capital Group Dividend Value Shs Creation Uni (CGDV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Harbor Etf Trust Harbor Commodity (HGER)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Bny Mellon Etf Trust Internationl Eqt (BKIE)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
Select Sector Spdr Tr State Street Tec (XLK)
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)
Ea Series Trust Freedom 100 Em (FRDM)
RBB Us Treasry 12 Mt (OBIL)
The Alger Etf Trust Ai Enablers Adop (ALAI)
Pgim Etf Tr Shrt Dur Hgh Yld (PSH)

View all positions for Sunrise Financial Services

Top funds holding Williams-Sonoma

Vanguard Group
BlackRock
Reed Conner & Birdwell
Vanguard Capital Management
Blackhill Capital
State Street Corporation
Vanguard Portfolio Management
FMR
Geode Capital Management
First Trust Advisors
Invesco
Ubs Global Asset Management Americas
Northern Trust
Dimensional Fund Advisors
Robeco Investment Management

View all funds holding Williams-Sonoma