WSM at a glance
Williams-Sonoma, Inc. (WSM, SEC CIK 719955) filed its latest 10-K annual report on March 26, 2026, a 10-Q quarterly report on August 28, 2026, an 8-K current report on August 26, 2026 and Form 4 insider filings as recently as September 18, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended February 1, 2026 (FY2026), Williams-Sonoma, Inc. (WSM) reported revenue of $7.8 billion (up 1.2% from FY2025) and net income of $1.1 billion. Diluted EPS was $8.84.
- As of June 30, 2026, 41 institutional investment managers tracked by SignalX reported holding Williams-Sonoma, Inc. (WSM) shares worth $11.2 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by ALBER LAURA on September 16, 2026 of 4,710 shares at $219.17 per share.
- In the last 90 days, WSM insiders reported 0 open-market purchases ($0) and 20 open-market sales ($16.5M) on Form 4, a net sale of $16.5M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2026
- $7.8B
- +1.2% vs prior year
- Insiders · 90 days
- 0 buys · 20 sells
- Net −$16.5M
- 13F holders
- 41 funds
- $11.2B · +4 vs prior quarter
- Latest 8-K
- Aug 26, 2026
- Item 2.02
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Aug 2, 2026
Management Discussion & Analysis
- Q2 revenue up $123.0M, or 6.7% YoY; e-commerce comp +6.5%, retail comp +5.5%
- Gross margin 51.6% vs 47.1% YoY; tariff refunds contributed 610 basis points
- Best brand: Williams Sonoma comp +7.6%; weakest: Pottery Barn Kids and Teen comp +3.5%
- Cash $1.0B; operating cash flow $695.9M, including $200.2M tariff refunds
- Capital deployment: $116.4M capex and $463.2M returned through repurchases and dividends; macro and tariff uncertainty remain headwinds
Risk Factors
- No material changes to risk factors from the February 1, 2026 Form 10-K
- Carried-forward business, regulatory, operational, and financial risks remain applicable
- Stock repurchase execution risk: $50.756 million remaining under September 2024 authorization
- Capital-allocation flexibility risk: repurchases may be limited or terminated without prior notice
AI summary of the WSM 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Q2 fiscal 2026 results for quarter ended August 2, 2026
- Earnings press release issued August 26, 2026
Item 5.07: Submission of Matters to a Vote of Security Holders
- All eight director nominees elected, with William Ready receiving weakest support: 78,538,330 for and 22,859,139 against
- Executive compensation plan approved advisory basis, with 85,014,187 for versus 16,178,546 against
Item 2.02: Results of Operations and Financial Condition
- Fiscal first-quarter results for period ended May 3, 2026
- Press release issued May 21, 2026
AI summaries of WSM 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for WSM
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- Alerts as it files. A push when WSM files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut WSM, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| ALBER LAURA | Sell | Sep 16, 2026 | 4,710 | $219.17 |
| Howie Jeffrey | Sell | Sep 16, 2026 | 635 | $222.53 |
| Howie Jeffrey | Sell | Sep 16, 2026 | 420 | $221.63 |
| Howie Jeffrey | Sell | Sep 16, 2026 | 252 | $224.42 |
| Howie Jeffrey | Sell | Sep 16, 2026 | 362 | $220.56 |
| Howie Jeffrey | Sell | Sep 16, 2026 | 202 | $219.19 |
| Howie Jeffrey | Sell | Sep 16, 2026 | 585 | $217.39 |
| Howie Jeffrey | Sell | Sep 16, 2026 | 403 | $218.12 |
Financial SummaryXBRL
| Metric | FY2024 | FY2025 | FY2026 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $7.7B | $7.8B |
| Gross Profit | - | $3.6B | $3.6B |
| Operating Income | - | $1.4B | $1.4B |
| Net Income | - | $1.1B | $1.1B |
| Gross Margin | - | 46.5% | 46.2% |
| Op. Margin | - | 18.5% | 18.1% |
| Net Margin | - | 14.6% | 13.9% |
| Balance Sheet | |||
| Total Assets | $5.3B | $5.3B | $5.4B |
| Equity | - | $2.1B | $2.1B |
| ROE | - | 52.5% | 52.3% |
| Per Share | |||
| EPS | - | $8.79 | $8.84 |
| Cash Flow | |||
| Operating CF | - | $1.4B | $1.3B |
| CapEx | $188.5M | $221.6M | $259.4M |
Source: XBRL data in Williams-Sonoma, Inc. (WSM)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate WSM share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 41 | $11.15B |
| Q1 2026 | 37 | $9.16B |
| Q4 2025 | 38 | $9.23B |
| Q3 2025 | 40 | $10.61B |
| Q2 2025 | 37 | $8.46B |
| Q1 2025 | 36 | $6.74B |
| Q4 2024 | 32 | $7.19B |
| Q3 2024 | 26 | $2.91B |
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Source: 13F-HR filings on SEC EDGAR (aggregated from 287 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
WSM filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 18, 2026 | - | - | - |
| 4 | Sep 18, 2026 | - | - | - |
| 4 | Sep 15, 2026 | - | - | - |
| 10-Q | Aug 28, 2026 | Aug 2, 2026 | Analysis | |
| 8-K | Aug 26, 2026 | - | Analysis | - |
| 4 | Aug 10, 2026 | - | - | - |
| SC 13G | Aug 7, 2026 | - | - | |
| 4 | Aug 6, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Jul 17, 2026 | - | - | - |
| 4 | Jun 22, 2026 | - | - | - |
| 4 | Jun 22, 2026 | - | - | - |
| 4 | Jun 22, 2026 | - | - | - |
| 8-K | Jun 22, 2026 | - | Analysis | - |
| 4 | Jun 22, 2026 | - | - | - |
| 4 | Jun 22, 2026 | - | - | - |
| 4 | Jun 22, 2026 | - | - | - |
| 4 | Jun 22, 2026 | - | - | - |
| 4 | Jun 16, 2026 | - | - | - |
| 4 | Jun 10, 2026 | - | - | |
| 4 | May 29, 2026 | - | - | |
| 10-Q | May 22, 2026 | May 3, 2026 | Analysis |
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WSM SEC filings: frequently asked questions
Are WSM insiders buying or selling?
In the last 90 days, Williams-Sonoma, Inc. (WSM) officers, directors and 10% owners reported no open-market purchases and 20 open-market sales worth $16.5 million by 3 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold WSM stock?
As of June 30, 2026, the largest Williams-Sonoma, Inc. (WSM) holders among the 13F filers tracked by SignalX were BlackRock ($2.7 billion), Vanguard Capital Management LLC ($1.8 billion), Vanguard Portfolio Management LLC ($1.4 billion), State Street Corp ($1.4 billion), Invesco Ltd ($393.7 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was WSM's revenue in fiscal year 2026?
For the fiscal year ended February 1, 2026 (FY2026), Williams-Sonoma, Inc. (WSM) reported revenue of $7.8 billion (up 1.2% from FY2025) and net income of $1.1 billion. Diluted EPS was $8.84. The figures come from the XBRL data in the 10-K.
What did WSM report in its latest 8-K?
Williams-Sonoma, Inc. (WSM) filed an 8-K on August 26, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Q2 fiscal 2026 results for quarter ended August 2, 2026.
What are the latest WSM SEC filings?
Williams-Sonoma, Inc. (WSM) filed its latest 10-K annual report on March 26, 2026, a 10-Q quarterly report on August 28, 2026, an 8-K current report on August 26, 2026 and a Form 4 insider filing on September 18, 2026.
What is WSM's SEC CIK number?
Williams-Sonoma, Inc. (WSM)'s SEC Central Index Key (CIK) is 719955. EDGAR lists every WSM filing under that number.
Ask anything about WSM
The research agent reads WSM's filings, financials, insider trades and 13F holders, then answers with sources.