ENVESTNET ASSET MANAGEMENT INC: WSM position timeline

ENVESTNET ASSET MANAGEMENT INC held 461,832 WSM shares at 2026-06-30 per its 13F-HR/A filed 2026-09-23.

the latest 13F is the newest step

1. period ended2026-06-30

   13F/A 461,832 shares

   Change vs previous 13F +22,833 shares

   0.03% of the 13F portfolio, value $107,652,175.

   13F-HR/A 0001214659-26-011925 filed by ENVESTNET ASSET MANAGEMENT INC
   Accepted 2026-09-23 20:38:24 UTC, ingested 2026-10-08 03:34:40 UTC

2. period ended2026-03-31

   13F 438,999 shares

   Change vs previous 13F +39,766 shares

   0.02% of the 13F portfolio, value $80,042,739.

   13F-HR 0001214659-26-005464 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2026-05-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 399,233 shares

   Change vs previous 13F +12,070 shares

   0.02% of the 13F portfolio, value $71,298,979.

   13F-HR 0001214659-26-001375 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2026-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 387,163 shares

   Change vs previous 13F +9,512 shares

   0.02% of the 13F portfolio, value $75,670,921.

   13F-HR 0001214659-25-015924 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2025-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 387,163 shares
   • Envestnet Portfolio Solutions, Inc.: 0 shares

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 377,651 shares

   Change vs previous 13F +65,042 shares

   0.02% of the 13F portfolio, value $61,695,771.

   13F-HR 0001214659-25-011234 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2025-08-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 368,411 shares
   • Envestnet Portfolio Solutions, Inc.: 9,240 shares

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 312,609 shares

   Change vs previous 13F -6,842 shares

   0.01% of the 13F portfolio, value $49,423,450.

   13F-HR 0001214659-25-006567 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2025-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 310,127 shares
   • Envestnet Portfolio Solutions, Inc.: 2,482 shares

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 319,451 shares

   Change vs previous 13F not available

   0.02% of the 13F portfolio, value $59,156,022.

   13F-HR 0001214659-25-002500 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 314,935 shares
   • Envestnet Portfolio Solutions, Inc.: 4,516 shares

   Acceptance time not in the bulk data set (spec §4.2).