This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/WSM/capital-change-brief"
Use Arkolith's capital_change_brief for WSM. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $2.1B | 11.6M | ▼−2.3% Reduced · −271K sh | Q1 2026 | |
| 2 | Aristotle Capital Management, LLC | $2.0B | 11.1M | ▲+22% Added · +2.0M sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $1.4B | 7.8M | ▲New +7.8M sh | Q1 2026 | |
| 4 | BLACKHILL CAPITAL INC | $1.4B | 7.7M | ▼−0.1% Reduced · −5K sh | Q1 2026 | |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | $1.1B | 6.0M | ▲New +6.0M sh | Q1 2026 | |
| 6 | STATE STREET CORP | $1.1B | 5.8M | ▼−3.9% Reduced · −234K sh | Q1 2026 | |
| 7 | FMR LLC | $757.6M | 4.2M | ▲+6.1% Added · +238K sh | Q1 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $693.9M | 3.8M | ▲+8.0% Added · +281K sh | Q1 2026 | |
| 9 | FIRST TRUST ADVISORS LP | $485.8M | 2.7M | ▲+9.2% Added · +224K sh | Q1 2026 | |
| 10 | NORGES BANK | $316.9M | 1.8M | ▲+37% Added · +476K sh | Q4 2025 | |
| 11 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $316.4M | 1.7M | ▼−9.6% Reduced · −184K sh | Q1 2026 | |
| 12 | VICTORY CAPITAL MANAGEMENT INC | $293.3M | 1.6M | ▲+44% Added · +492K sh | Q1 2026 | |
| 13 | NORTHERN TRUST CORP | $292.8M | 1.6M | ▼−3.7% Reduced · −62K sh | Q1 2026 | |
| 14 | DIMENSIONAL FUND ADVISORS LP | $269.6M | 1.5M | ▲+1.4% Added · +21K sh | Q1 2026 | |
| 15 | Boston Partners | $223.7M | 1.2M | ▼−4.2% Reduced · −54K sh | Q1 2026 | |
| 16 | BANK OF AMERICA CORP /DE/ | $202.1M | 1.1M | ▲+103% Added · +562K sh | Q1 2026 | |
| 17 | MORGAN STANLEY | $192.6M | 1.1M | ▼−1.7% Reduced · −19K sh | Q1 2026 | |
| 18 | Leonard Green & Partners, L.P. | $182.3M | 1.0M | —Held | Q1 2026 | |
| 19 | VOYA INVESTMENT MANAGEMENT LLC | $181.5M | 997K | ▼−8.4% Reduced · −91K sh | Q1 2026 | |
| 20 | PRINCIPAL FINANCIAL GROUP INC | $180.2M | 988K | ▼−2.6% Reduced · −26K sh | Q1 2026 | |
| 21 | GOLDMAN SACHS GROUP INC | $164.7M | 903K | ▲+2.5% Added · +22K sh | Q1 2026 | |
| 22 | NORDEA INVESTMENT MANAGEMENT AB | $159.8M | 893K | ▼−8.2% Reduced · −80K sh | Q1 2026 | |
| 23 | JPMORGAN CHASE & CO | $148.8M | 841K | ▲+75% Added · +361K sh | Q1 2026 | |
| 24 | Bank of New York Mellon Corp | $149.5M | 820K | ▼−3.8% Reduced · −32K sh | Q1 2026 | |
| 25 | D. E. Shaw & Co., Inc. | $146.2M | 802K | ▼−43% Reduced · −599K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 15, 2026 | ALBER LAURA | PRESIDENT & CEO, Director | Sell (S) | 3K | $749K |
| Jul 15, 2026 | ALBER LAURA | PRESIDENT & CEO, Director | Sell (S) | 17K | $3.8M |
| Jul 15, 2026 | ALBER LAURA | PRESIDENT & CEO, Director | Sell (S) | 5K | $1.1M |
| Jul 15, 2026 | ALBER LAURA | PRESIDENT & CEO, Director | Sell (S) | 9K | $1.9M |
| Jul 15, 2026 | ALBER LAURA | PRESIDENT & CEO, Director | Sell (S) | 1K | $219K |
| Jun 18, 2026 | Ready William J | Director | Grant (A) | 1K | $0 |
| Jun 18, 2026 | VAN PAASSCHEN FRITS D | Director | Grant (A) | 1K | $0 |
| Jun 18, 2026 | Dahnke Scott Arnold | Director | Grant (A) | 2K | $0 |
| Jun 18, 2026 | Huffington Arianna | Director | Grant (A) | 994 | $0 |
| Jun 18, 2026 | Campion Andrew | Director | Grant (A) | 1K | $0 |
| Jun 18, 2026 | Bracey Esi Eggleston | Director | Grant (A) | 1K | $0 |
| Jun 18, 2026 | Finucane Anne A. | Director | Option exercise (M) | 162 | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 285 funds | $261.3B |
| APPLE INCAAPL | 284 funds | $289.3B |
| NVIDIA CORPNVDA | 280 funds | $369.1B |
| AMAZON.COM INCAMZN | 280 funds | $191.6B |
| BROADCOM INCAVGO | 280 funds | $141.5B |
| ALPHABET INC-CL CGOOG | 280 funds | $118.6B |
| JPMORGAN CHASE & COJPM | 280 funds | $68.4B |
| META PLATFORMS INC-CLASS AMETA | 279 funds | $108.5B |
| ELI LILLY & COLLY | 278 funds | $74.3B |
| VISA INC-CLASS A SHARESV | 278 funds | $56.9B |
| ALPHABET INC-CL AGOOGL | 277 funds | $165.2B |
| COSTCO WHOLESALE CORPCOST | 277 funds | $41.6B |
Ranked by how many of WSM's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for WSM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.