- Quarter end
- 31 Mar 2024
- the date the book describes
- Filed
- 5 Nov 2026
- latest of these filings; the earliest 6 May 2024
- Managers listing it
- 16
- at least, of 95 tracked, among listed positions
- Comparable managers
- 93
- filed both Q4 2023 and Q1 2024; 10 listed it in both
- Shares listed
- 11,939,639
- combined, among listed positions
- Reported value
- $3.8bn
- combined, at the quarter end
Among the 93 comparable managers: 9 buyers (opened or added shares) and 8 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 Q1 2024
16 of 16 holders
Largest increases and reductions, by shares
Increases
- Bridgewater Associates LPexisting position · 61,820 shares now+37,096
- Quantbot Technologies LPexisting position · 13,299 shares now+4,900
- Caxton Associates LLPexisting position · 8,266 shares now+3,290
- Winton Group Ltdexisting position · 3,529 shares now+1,636
- Brevan Howard Capital Management LPnew position · 1,564 shares now+1,564
Reductions
- Capital Research Global Investorsexisting position · 2,737,061 shares now-627,216
- Fidelity (FMR LLC)existing position · 6,390,910 shares now-484,680
- AllianceBernstein LPexisting position · 409,933 shares now-95,953
- Janus Henderson Group Ltdexisting position · 348,113 shares now-72,929
- AQR Capital Management LLCexisting position · 169,677 shares now-17,978
New positions and exits
New (1)
Exited (1)
- Maverick Capital Ltdwas $3.3m
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q2 2013 | 4 | $659m | n.a. | n.a. |
| Q3 2013 | 3 | $682m | n.a. | n.a. |
| Q4 2013 | 4 | $692m | n.a. | n.a. |
| Q1 2014 | 8 | $785m | n.a. | n.a. |
| Q2 2014 | 6 | $868m | n.a. | n.a. |
| Q3 2014 | 7 | $891m | n.a. | n.a. |
| Q4 2014 | 9 | $541m | n.a. | n.a. |
| Q1 2015 | 11 | $602m | n.a. | n.a. |
| Q2 2015 | 10 | $709m | n.a. | n.a. |
| Q3 2015 | 8 | $699m | n.a. | n.a. |
| Q4 2015 | 8 | $472m | n.a. | n.a. |
| Q1 2016 | 18 | $446m | n.a. | n.a. |
| Q2 2016 | 11 | $454m | n.a. | n.a. |
| Q3 2016 | 6 | $360m | n.a. | n.a. |
| Q4 2016 | 9 | $353m | n.a. | n.a. |
| Q1 2017 | 9 | $401m | n.a. | n.a. |
| Q2 2017 | 9 | $471m | n.a. | n.a. |
| Q3 2017 | 8 | $552m | n.a. | n.a. |
| Q4 2017 | 6 | $563m | n.a. | n.a. |
| Q1 2018 | 12 | $649m | n.a. | n.a. |
| Q2 2018 | 10 | $1.1bn | n.a. | n.a. |
| Q3 2018 | 12 | $1.1bn | n.a. | n.a. |
| Q4 2018 | 8 | $1.2bn | n.a. | n.a. |
| Q1 2019 | 12 | $885m | n.a. | n.a. |
| Q2 2019 | 11 | $989m | n.a. | n.a. |
| Q3 2019 | 10 | $1.3bn | n.a. | n.a. |
| Q4 2019 | 14 | $1.0bn | n.a. | n.a. |
| Q1 2020 | 15 | $683m | n.a. | n.a. |
| Q2 2020 | 17 | $1.6bn | n.a. | n.a. |
| Q3 2020 | 17 | $1.7bn | n.a. | n.a. |
| Q4 2020 | 13 | $1.7bn | n.a. | n.a. |
| Q1 2021 | 15 | $2.8bn | n.a. | n.a. |
| Q2 2021 | 17 | $2.3bn | n.a. | n.a. |
| Q3 2021 | 15 | $2.5bn | n.a. | n.a. |
| Q4 2021 | 12 | $2.3bn | n.a. | n.a. |
| Q1 2022 | 12 | $2.0bn | n.a. | n.a. |
| Q2 2022 | 16 | $1.7bn | n.a. | n.a. |
| Q3 2022 | 14 | $1.7bn | n.a. | n.a. |
| Q4 2022 | 14 | $1.6bn | n.a. | n.a. |
| Q1 2023 | 13 | $1.7bn | n.a. | n.a. |
| Q2 2023 | 17 | $1.9bn | n.a. | n.a. |
| Q3 2023 | 14 | $2.1bn | n.a. | n.a. |
| Q4 2023 | 14 | $2.4bn | 4 | 13 |
| Q1 2024 | 16 | $3.8bn | 9 | 8 |
| Q2 2024 | 13 | $2.5bn | 6 | 7 |
| Q3 2024 (split) | 15 | $2.5bn | 2 | 1 |
| Q4 2024 | 15 | $2.8bn | 9 | 9 |
| Q1 2025 | 15 | $1.8bn | 9 | 7 |
| Q2 2025 | 15 | $972m | 12 | 5 |
| Q3 2025 | 11 | $1.7bn | 4 | 7 |
| Q4 2025 | 8 | $1.1bn | 14 | 18 |
| Q1 2026 | 6 | $1.1bn | 15 | 14 |
| Q2 2026 | 5 | $774m | 17 | 12 |
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 →