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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

WSM holding history

Williams Sonoma Inc in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WSM overviewAll 13F holders of WSMFull Q2 2026 holdings

Shares (Q2 2026)
82,832
Value
$19.3M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of WSM by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202682,832$19.3M<0.1%+24,260+41.4%AddedHolders
Q1 202658,572$10.7M<0.1%+19,559+50.1%AddedHolders
Q4 202539,013$6.97M<0.1%+1,889+5.1%AddedHolders
Q3 202537,124$7.26M<0.1%+4,094+12.4%AddedHolders
Q2 202533,030$5.40M<0.1%+2,966+9.9%AddedHolders
Q1 202530,064$4.75M<0.1%−947−3.1%ReducedHolders
Q4 202431,011$5.74M<0.1%+1,955+6.7%AddedHolders
Q3 202429,056$4.50M<0.1%+3,746+14.8%AddedConverted for a 2-for-1 splitHolders
Q2 202412,655$3.57M<0.1%+559+4.6%AddedHolders
Q1 202412,096$3.84M<0.1%+135+1.1%AddedHolders
Q4 202311,961$2.41M<0.1%+1,898+18.9%AddedHolders
Q3 202310,063$1.56M<0.1%+1,750+21.1%AddedHolders
Q2 20238,313$1.04M<0.1%+831+11.1%AddedHolders
Q1 20237,482$910.3K<0.1%+1,420+23.4%AddedHolders
Q4 20226,062$696.6K<0.1%−1,100−15.4%ReducedHolders
Q3 20227,162$844.0K<0.1%+1,126+18.7%AddedHolders
Q2 20226,036$670.0K<0.1%+530+9.6%AddedHolders
Q1 20225,506$799.0K<0.1%+97+1.8%AddedHolders
Q4 20215,409$915.0K<0.1%+131+2.5%AddedHolders
Q3 20215,278$936.0K<0.1%−149−2.7%ReducedHolders
Q2 20215,427$866.0K<0.1%−621−10.3%ReducedHolders
Q1 20216,048$1.08M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.