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Williams-Sonoma shares owned by Ehrlich Financial Group

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

Historical chart of Ehrlich Financial Group investment in Williams-Sonoma

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Williams-Sonoma by Ehrlich Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $272k 857 317.53

More positions owned by Ehrlich Financial Group

Ishares Tr S&p 500 Grwt Etf (IVW)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Msci Emrg Chn (EMXC)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr 10-20 Yr Trs Etf (TLH)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Calif Mun Bd Etf (CMF)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Eafe Value Etf (EFV)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr 20 Yr Tr Bd Etf (TLT)

View all positions for Ehrlich Financial Group

Top funds holding Williams-Sonoma

BlackRock
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Leonard Green & Partners
Geode Capital Management
Susquehanna International
First Trust Advisors
Bank of New York Mellon
Northern Trust
Dimensional Fund Advisors
Pacer Advisors
Citadel Advisors
Captrust Financial Advisors

View all funds holding Williams-Sonoma