L3VLUP
Quarter end
30 Sep 2025
the date the book describes
Filed
15 Dec 2025
latest of these filings; the earliest 13 Nov 2025
Managers listing it
11
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q2 2025 and Q3 2025; 10 listed it in both
Shares listed
8,808,320
combined, among listed positions
Reported value
$1.7bn
combined, at the quarter end

Among the 95 comparable managers: 4 buyers (opened or added shares) and 7 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing WSM in Q3 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q2 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

11 of 11 holders

Largest increases and reductions, by shares

Q2 2025 to Q3 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (0)

No new position among listed positions.

Exited (0)

No exit shown by a manager’s own filing.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
15 in Q3 2024 to 5 in Q2 2026

Tracked managers listing it, at least.

05101520split2014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
WSM by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20134$659mn.a.n.a.
Q3 20133$682mn.a.n.a.
Q4 20134$692mn.a.n.a.
Q1 20148$785mn.a.n.a.
Q2 20146$868mn.a.n.a.
Q3 20147$891mn.a.n.a.
Q4 20149$541mn.a.n.a.
Q1 201511$602mn.a.n.a.
Q2 201510$709mn.a.n.a.
Q3 20158$699mn.a.n.a.
Q4 20158$472mn.a.n.a.
Q1 201618$446mn.a.n.a.
Q2 201611$454mn.a.n.a.
Q3 20166$360mn.a.n.a.
Q4 20169$353mn.a.n.a.
Q1 20179$401mn.a.n.a.
Q2 20179$471mn.a.n.a.
Q3 20178$552mn.a.n.a.
Q4 20176$563mn.a.n.a.
Q1 201812$649mn.a.n.a.
Q2 201810$1.1bnn.a.n.a.
Q3 201812$1.1bnn.a.n.a.
Q4 20188$1.2bnn.a.n.a.
Q1 201912$885mn.a.n.a.
Q2 201911$989mn.a.n.a.
Q3 201910$1.3bnn.a.n.a.
Q4 201914$1.0bnn.a.n.a.
Q1 202015$683mn.a.n.a.
Q2 202017$1.6bnn.a.n.a.
Q3 202017$1.7bnn.a.n.a.
Q4 202013$1.7bnn.a.n.a.
Q1 202115$2.8bnn.a.n.a.
Q2 202117$2.3bnn.a.n.a.
Q3 202115$2.5bnn.a.n.a.
Q4 202112$2.3bnn.a.n.a.
Q1 202212$2.0bnn.a.n.a.
Q2 202216$1.7bnn.a.n.a.
Q3 202214$1.7bnn.a.n.a.
Q4 202214$1.6bnn.a.n.a.
Q1 202313$1.7bnn.a.n.a.
Q2 202317$1.9bnn.a.n.a.
Q3 202314$2.1bnn.a.n.a.
Q4 202314$2.4bn413
Q1 202416$3.8bn98
Q2 202413$2.5bn67
Q3 2024 (split)15$2.5bn21
Q4 202415$2.8bn99
Q1 202515$1.8bn97
Q2 202515$972m125
Q3 202511$1.7bn47
Q4 20258$1.1bn1418
Q1 20266$1.1bn1514
Q2 20265$774m1712

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

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How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own WSM, latest filings →Back to the 13F Explorer →