WSM
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 20.9 | P/B | 12.27 |
| EPS (TTM) | 8.86 | Dividend | 1.28% |
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 11.6M | 0.0% | −2% |
| Aristotle Capital Management, LLC | 11.1M | 4.3% | +22% |
| VANGUARD CAPITAL MANAGEMENT LLC | 7.8M | n/a | n/a |
| BLACKHILL CAPITAL INC | 7.7M | 72.1% | −0% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 6.0M | n/a | n/a |
| State Street | 5.8M | 0.0% | −4% |
Top institutional owners for WSM as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
| Date | Insider | Action | Shares | $ value |
|---|---|---|---|---|
| SEP 18 | Howie Jeffrey | SELL | 252 | −$57K |
| SEP 18 | ALBER LAURA | SELL | 2K | −$531K |
| AUG 10 | Yearout Karalyn | SELL | 522 | −$129K |
| AUG 06 | Yearout Karalyn | SELL | 1K | −$250K |
| JUL 17 | ALBER LAURA | SELL | 3K | −$749K |
| JUN 16 | Yearout Karalyn | SELL | 1K | −$254K |
0 insider buys, 12 sells in the last 180 days. Scheduled 10b5-1 sales are pre-programmed and neutral; discretionary clusters are the tape worth reading. Cross-reference with the signal stack above for context.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention WSM yet.