Key stats

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$239.41

52-Week Range: $165.51 – $254.89
YTD: +27.45%
IV Rank (30D): 62.32
Straddle Price: $29.20
P/C Vol Ratio: 1.32
Market Cap: $27.4B

Fair Value

MODEL: LONG

? Fair Value Guide Model inputs

A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.

DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.

10-yr Treasury (rf)	5.29%
Beta vs SPY	1.29
Cost of Equity (CAPM)	12.36% (VRP-adj)
WACC	12.21%
Volatility Risk Premium	+37.7pp (IV − HV30), ERP adj +50bps
Effective Tax Rate	25.1%
Rev. Growth (YoY, DCF input)	+4.1%
DCF Horizon	12 years explicit + fade
Forward Tilt (NTM/TTM)	×1.04 (applied to P/E, EV/EBITDA, P/S)
Free Cash Flow (TTM)	$1.3B
Return on Equity (TTM)	55.1%
Book / Price	7.6%
Gross Margin (TTM)	47.2%
FCF Margin (TTM)	16.8%
Debt / Equity	0.00
Quality Score	4/6 — high quality (12y DCF)
Market-Implied Growth	+13.5% (reverse-DCF on current price)
SMA 50	$233.66 (Market Anchor value)
SMA 20 / Bollinger Mid	$227.39
Bollinger Width / SMA20	3.2% (drives anchor stability)
Net Debt	$-1.0B
Market Cap	$28B

Peers used for multiples: AMZN, BLDR, CVNA, GCT, HD, LOW, TSLA, W

60-Day Conviction

52%

20-Day Fair Value

≈ by Nov 3, 2026

$244.10

α +2.2% rank 35%

conviction

93%

40-Day Fair Value

≈ by Dec 2, 2026

$245.46

α +2.7% rank 26%

conviction

76%

60-Day Fair Value

≈ by Dec 31, 2026

$242.57

α +1.5% rank 7%

conviction

52%

Method	Implied Price	Weight	Detail
DCF	$137.31	19%
DDM (Gordon)	$45.30	0%
Peer P/E	$201.45	9%	median 19.8× · 7 peers
Peer EV/EBITDA	$234.12	9%	median 14.8× · 8 peers
Peer P/B	$142.90	2%	median 8.1× · 6 peers
Peer P/S	$102.47	6%	median 1.5× · 8 peers
Market Anchor (SMA50)	$233.66	38%	stability 100% (BB-width)
Options Expected (B-L 30d)	$233.41	19%	24 strikes · skew +0.24

As of 2026-10-05 · updated Oct 5, 2:25 PM ET

Industry (SIC): RETAIL-HOME FURNITURE, FURNISHINGS & EQUIPMENT STORES (5700)
Exchange: XNYS
Market Cap: $27.4B

With a retail and direct-to-consumer presence, Williams-Sonoma is a player in the nearly $300 billion domestic home category and $450 billion international home market, focused on expanding its exposure in the B2B ($80 billion total addressable market), marketplace, and franchise areas. Namesake Williams-Sonoma (153 stores) offers high-end cooking essentials, while Pottery Barn (181) provides casual home accessories. West Elm (117) is an emerging concept for young professionals, and Rejuvenation (13) offers lighting and house parts. Brand extensions include Pottery Barn Kids and Pottery Barn T…

ETF Profile

Asset Allocation

Top Holdings

Symbol	Name	Weight %	Asset Class	Country

Geographic Breakdown

Summary

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composite

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Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.

Chart

Seasonality

Month	Avg Return	Years of Data
Jan	+0.45%	23
Feb	+1.74%	23
Mar	+5.20%	23
Apr	+3.06%	23
May	+1.11%	23
Jun	-1.11%	23
Jul	+3.15%	23
Aug	+2.29%	23
Sep	+1.46%	24
Oct	-1.15%	24
Nov	+3.38%	23
Dec	-1.78%	23

Technical Indicators

? Indicator Guide

Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.

Trend Indicators

SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
+DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.

Momentum Oscillators

RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
Williams %R — inverted scale: <−80 oversold, >−20 overbought.

Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.

Volume & Volatility

Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
ATR / True Range — average daily $ move; sizing and stop-loss reference.
HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.

Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →

Trend Indicators

SMA 20: $227.98

SMA 50: $233.91

SMA 200: $209.12

Current: $239.16

EMA 12: $231.10

EMA 26: $230.25

MACD: 0.8460 | Signal: 1.4322

BEARISH

ADX (14): 13.61

RANGE

+DI: 20.70

−DI: 17.98

Momentum Oscillators

RSI (14): 60.75

NEUTRAL

Stoch %K: 87.68

Stoch %D: 81.02

Williams %R: -5.47

Volume & Volatility

BB Upper: $237.80

BB Lower: $218.15

OVERBOUGHT

OBV: -21,744,059

Vol SMA 20: 1,120,594

Vol ROC: -56.88%

ATR: $6.97

True Range: $8.78

HV 20: 26.9%

HV 30: 26.6%

HV 60: 28.6%

Data Summary

Data Points: 500

Last Updated: Oct 5, 2:25 PM ET

Date Range: 2024-10-04T00:00:00 – 2026-10-02T00:00:00

AI Analysis

LLM Stock Analysis Report

System Prompt: You are a professional financial analyst providing comprehensive stock analysis reports.

Executive Summary:

Overall Assessment: BULLISH (Confidence Level: 7/10)

Key Drivers:

Strong technical momentum signals, including MACD and RSI indicators
Positive sentiment from recent news headlines

Primary Risks:

High volatility, potentially leading to increased market uncertainty
Earnings expectations may not meet current price action

Investment Thesis:

WSM is a high-growth stock with strong technical momentum. While the company faces some risks, particularly in terms of volatility and earnings expectations, the overall bullish sentiment and technical indicators suggest potential for further gains.

WSM Options Activity & IV Rank

WSM IV rank history, 52-week IV rank and IV percentile →

IV Rank (30D): 62.32
IV Rank (7D): 3.98
IV (30D ATM): 42.2%
Straddle (30D): $29.20
Straddle (7D): $12.20
P/C Volume: 1.32

Options Chain

Loading options chain...

Spread Scanner GPU

Auto Refresh

? Score Guide Full Algorithm Docs ↗

Each spread is ranked by a composite score built in three stages. Full documentation →

Stage 1 — Base Score (GPU scanner)

score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.

Stage 2 — Skew Adjustment (±25% cap)

RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.

Stage 3 — Technical Overlay (±50% cap, 5 groups)

Group 1 · Directional Bias (±0.25)

RSI <40 bullish / >60 bearish
MACD crossover + histogram trend
Price vs SMA 50 & SMA 200

Group 2 · Momentum (±0.10)

Stochastic %K <20 / >80
Williams %R <−80 / >−20

Group 3 · Volatility (up to −0.25 / +0.15)

Blended ATR + straddle expected-move penalty
Bollinger Band signal (+ counter-trend penalty)
BB width — vol contraction boost for ICs

Group 4 · IV Regime (±0.15)

IV rank ≥ 75 → strong boost for credit spreads
IV rank < 25 → penalty (selling cheap vol)

Group 5 · Liquidity (penalty up to −0.10)

Min open interest across all legs
OI < 100 → −0.10 · OI < 500 → −0.05

score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →

Enter a ticker to scan for optimal spread opportunities.

Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.

Dealer Positioning

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Loading dealer positioning…

Skew (Wing IV − ATM IV)

DTE:

Wing Δ:

Metric:

? What do these mean

Wing vs ATM

IV(put wing) − IV(ATM), in vol points

How much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.

Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.

Risk Reversal

IV(call wing) − IV(put wing), equal delta on each side

Which side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.

Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.

Reading them together

Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:

High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.

14 DTE / 10d —

— pts

ATM — / Wing —

30 DTE / 10d —

— pts

ATM — / Wing —

Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.

Volatility Surface

Enter a ticker to render the implied volatility surface.

Skew Metrics per Expiry ? Guide

Risk Reversal (RR)

IV(10% OTM call) − IV(10% OTM put)

Measures the direction of skew — which side the market is paying up for. Expressed as a vol difference in percentage points.

−3% to −10% → mild to moderate put skew. Normal for most large-cap stocks — puts always carry some premium from portfolio hedging demand.
−10% to −20% → strong put skew. Elevated fear, heavy hedging, or an upcoming catalyst (earnings, macro event). Worth noting.
Below −20% → extreme put skew. Stress signal — market aggressively buying downside protection.
−3% to 0% → nearly symmetric. Rare for equities; means the market sees roughly equal up/down risk.
Positive → calls more expensive than puts. Unusual — signals strong upside momentum, short squeeze risk, or takeover speculation.

Butterfly (BF)

½ × (IV call + IV put) − IV ATM

Measures curvature — how much the wings are bid up relative to ATM. Always expressed as a positive number (wing premium). Think of it as the cost of a tail hedge above and beyond the ATM vol.

0% to 2% → flat smile. Market pricing near-normal return distribution, low tail risk.
2% to 5% → moderate wing premium. Some tail risk priced in — typical in earnings cycles or elevated VIX environments.
Above 5% → high curvature. Fat tails aggressively priced — market expects a large move but is uncertain of direction. Very common right before earnings.

Reading them together

RR	BF	Interpretation
-15%	+5%	Strong put skew + fat tails — fear or upcoming catalyst (earnings, FDA)
-5%	+1%	Normal mild put skew, calm market
-20%	+8%	Extreme fear — heavy hedging, major event risk
~0%	+2%	Balanced market, no strong directional bias
+5%	+3%	Call skew — bullish momentum or short squeeze risk

Expiry	DTE	ATM IV	25d Put IV	25d Call IV	Risk Reversal	Butterfly	Interpretation	Strategy Suggestions (hover for rationale)

Volatility Smile

Enter a ticker to render the implied volatility smile.

IV Rank (7 DTE)

IV Rank (30 DTE)

Straddle Price (30 DTE)

Beta Analysis

Beta (1Y vs SPY): 1.22
Correlation (SPY): 47.4%
R²: 0.22
Ann. Volatility: 33.5%
SPY Volatility: 13.0%

High volatility - stock moves more than market

Beta & Alpha Over Time

Notable investors who own WSM

Investor	Value	Share of their portfolio	Rank	Q/Q shares	Source

Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions

WSM Institutional Ownership (13F)

Latest filings — 2026-09-30

? 13F Guide Diluted shares outstanding: 120,753,500 (as of 2026-08-02)

Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.

Shares — long equity positions in this name, aggregated across share classes.
Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
% of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.

Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.

1,036 filers129,121,649 shares$29.25B value106.93% of float

#	Filer	Shares	Value	% of Total	% of Float	Period
1	Vanguard Group Inc Custodian	15,172,744	$2.71B	9.27%	12.57%	2025-12-31
2	BlackRock, Inc. Custodian	11,394,517	$2.66B	9.08%	9.44%	2026-06-30
3	Aristotle Capital Management, LLC	11,057,269	$2.58B	8.81%	9.16%	2026-06-30
4	Vanguard Capital Management LLC	7,692,533	$1.79B	6.13%	6.37%	2026-06-30
5	BLACKHILL CAPITAL INC	7,684,278	$1.79B	6.12%	6.36%	2026-06-30
6	Vanguard Portfolio Management LLC	6,200,281	$1.45B	4.94%	5.13%	2026-06-30
7	State Street Corp	5,906,785	$1.38B	4.71%	4.89%	2026-06-30
8	Geode Capital Management, LLC Custodian	3,815,020	$897.29M	3.07%	3.16%	2026-06-30
9	First Trust Advisors LP	2,790,554	$650.48M	2.22%	2.31%	2026-06-30
10	Norges Bank	1,757,080	$409.58M	1.40%	1.46%	2026-06-30
11	Invesco Ltd. Custodian	1,688,888	$393.68M	1.35%	1.40%	2026-06-30
12	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Custodian	1,636,136	$381.38M	1.30%	1.35%	2026-06-30
13	FMR LLC Custodian	1,616,247	$376.75M	1.29%	1.34%	2026-06-30
14	Northern Trust Corp Custodian	1,559,183	$363.45M	1.24%	1.29%	2026-06-30
15	Dimensional Fund Advisors LP Custodian	1,519,215	$354.20M	1.21%	1.26%	2026-06-30
16	Nuveen, LLC Custodian	1,481,007	$345.22M	1.18%	1.23%	2026-06-30
17	Victory Capital Management Inc.	1,450,284	$338.06M	1.16%	1.20%	2026-06-30
18	Boston Partners	1,442,945	$335.50M	1.15%	1.20%	2026-06-30
19	Morgan Stanley Custodian	1,145,937	$267.12M	0.91%	0.95%	2026-06-30
20	UBS Group AG Custodian	1,143,600	$266.57M	0.91%	0.95%	2026-06-30
21	Principal Financial Group, Inc.	1,143,429	$266.53M	0.91%	0.95%	2026-06-30
22	Bank of America Corp Custodian	1,134,453	$264.44M	0.90%	0.94%	2026-06-30
23	Nordea Investment Management AB	1,026,887	$241.26M	0.82%	0.85%	2026-06-30
24	VOYA INVESTMENT MANAGEMENT LLC	1,030,777	$239.90M	0.82%	0.85%	2026-06-30
25	Leonard Green & Partners, L.P.	1,000,000	$233.10M	0.80%	0.83%	2026-06-30

26 filers$267.88M notional

#	Filer	Notional Value	% of Total	Period
1	Citadel Advisors LLC Custodian	$49.93M	18.64%	2026-06-30
2	Jane Street Group, LLC Custodian	$44.71M	16.69%	2026-06-30
3	Susquehanna International Group, LLP Custodian	$38.32M	14.31%	2026-06-30
4	MAPLELANE CAPITAL, LLC	$37.30M	13.92%	2026-06-30
5	PEAK6 LLC	$23.50M	8.77%	2026-06-30
6	Walleye Trading LLC	$22.05M	8.23%	2026-06-30
7	IMC-Chicago, LLC Custodian	$13.01M	4.86%	2026-06-30
8	Wolverine Trading, LLC Custodian	$11.50M	4.29%	2025-09-30
9	Wells Fargo & Company Custodian	$7.58M	2.83%	2026-06-30
10	Cubist Systematic Strategies, LLC	$4.57M	1.71%	2025-09-30
11	Jefferies Financial Group Inc.	$3.61M	1.35%	2026-06-30
12	Twin Tree Management, LP	$3.38M	1.26%	2026-06-30
13	Squarepoint Ops LLC	$2.17M	0.81%	2026-06-30
14	TUDOR INVESTMENT CORP ET AL	$1.70M	0.64%	2026-06-30
15	Schonfeld Strategic Advisors LLC	$1.42M	0.53%	2026-06-30
16	GROUP ONE TRADING LLC Custodian	$722.61K	0.27%	2026-06-30
17	Walleye Capital LLC	$489.51K	0.18%	2026-06-30
18	Millennium Management LLC Custodian	$442.89K	0.17%	2026-06-30
19	Simplex Trading, LLC Custodian	$349.65K	0.13%	2026-06-30
20	CenterStar Asset Management, LLC	$303.03K	0.11%	2026-06-30
21	Limestone Investment Advisors LP	$256.41K	0.10%	2026-06-30
22	Point72 Asset Management, L.P.	$233.10K	0.09%	2026-06-30
23	Beacon Pointe Advisors, LLC	$233.10K	0.09%	2026-06-30
24	Qube Research & Technologies Ltd	$69.93K	0.03%	2026-06-30
25	MAI Capital Management	$23.31K	<0.01%	2026-06-30

20 filers$212.71M notional

#	Filer	Notional Value	% of Total	Period
1	Jefferies Financial Group Inc.	$58.04M	27.29%	2026-06-30
2	Susquehanna International Group, LLP Custodian	$52.31M	24.59%	2026-06-30
3	SCOPUS ASSET MANAGEMENT, L.P.	$34.97M	16.44%	2026-06-30
4	IMC-Chicago, LLC Custodian	$21.68M	10.19%	2026-06-30
5	Citadel Advisors LLC Custodian	$14.76M	6.94%	2026-06-30
6	Wolverine Trading, LLC Custodian	$13.11M	6.16%	2025-09-30
7	Jane Street Group, LLC Custodian	$5.01M	2.36%	2026-06-30
8	Walleye Trading LLC	$3.54M	1.67%	2026-06-30
9	UBS Group AG Custodian	$2.28M	1.07%	2026-06-30
10	GROUP ONE TRADING LLC Custodian	$2.00M	0.94%	2026-06-30
11	Schonfeld Strategic Advisors LLC	$1.45M	0.68%	2026-06-30
12	Squarepoint Ops LLC	$979.02K	0.46%	2026-06-30
13	Cubist Systematic Strategies, LLC	$644.99K	0.30%	2025-09-30
14	DV Trading LLC	$582.75K	0.27%	2026-06-30
15	Qube Research & Technologies Ltd	$396.27K	0.19%	2026-06-30
16	Simplex Trading, LLC Custodian	$233.10K	0.11%	2026-06-30
17	Limestone Investment Advisors LP	$233.10K	0.11%	2026-06-30
18	Point72 Asset Management, L.P.	$209.79K	0.10%	2026-06-30
19	MBL Wealth, LLC	$209.79K	0.10%	2026-06-30
20	Walleye Capital LLC	$69.93K	0.03%	2026-06-30

WSM Insider Trading (Form 4)

Latest: 2026-09-18

Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.

Filed	Reporter	Role	Action	Shares	Avg Price	Net $	Link
2026-09-18	Laura Alber	PRESIDENT & CEO	Sell (S)	−35,000	$221.20	-$7.74M	EDGAR
2026-09-18	Jeffrey Howie	EVP CHIEF FINANCIAL OFFICER	Sell (S)	−3,045	$220.61	-$671.8K	EDGAR
2026-09-15	Jeffrey Howie	EVP CHIEF FINANCIAL OFFICER	Mixed	+3,045	$226.23	-$891.1K	EDGAR
2026-08-10	Karalyn Yearout	EVP CHIEF TALENT OFFICER	Sell (S)	−522	$246.39	-$128.6K	EDGAR
2026-08-06	Karalyn Yearout	EVP CHIEF TALENT OFFICER	Sell (S)	−1,000	$250.00	-$250.0K	EDGAR
2026-08-06	Karalyn Yearout	EVP CHIEF TALENT OFFICER	Sell (S)	−1,000	$250.00	-$250.0K	EDGAR
2026-08-04	Andrew Campion	Director	Grant (A)	+118 RSU		—	EDGAR
2026-08-04	Esi Eggleston Bracey	Director	Grant (A)	+118 RSU		—	EDGAR
2026-08-04	Arianna Huffington	Director	Award (A)	+114		—	EDGAR
2026-08-04	William J Ready	Director	Grant (A)	+127 RSU		—	EDGAR
2026-07-17	Laura Alber	PRESIDENT & CEO	Sell (S)	−35,000	$221.37	-$7.75M	EDGAR
2026-06-22	Andrew Campion	Director	Grant (A)	+1,011 RSU		—	EDGAR
2026-06-22	William J Ready	Director	Grant (A)	+1,045 RSU		—	EDGAR
2026-06-22	Esi Eggleston Bracey	Director	Grant (A)	+1,011 RSU		—	EDGAR
2026-06-22	Frits D Van Paasschen	Director	Grant (A)	+1,107 RSU		—	EDGAR

Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.

WSM Insider Holdings

13 insiders · @ $239.16

Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.

#	Insider	Role	Shares	Disclosed Exposure	Lifetime OM Net	Filings	Last Filed
1	Laura Alber	PRESIDENT & CEO	909,233	$217.45M	-$228.64M	121	2026-09-18
2	David Randolph King	EVP GENERAL COUNSEL	116,559	$27.88M	-$14.84M	59	2026-04-07
3	Monica Bhargava	PRESIDENT POTTERY BARN BRAND	67,055	$16.04M	-$2.66M	12	2026-04-07
4	Scott Arnold Dahnke	Director	48,489	$11.60M	$400.1K	19	2026-06-22
5	Jeffrey Howie	EVP CHIEF FINANCIAL OFFICER	35,211	$8.42M	-$16.39M	30	2026-09-18
6	Frits D Van Paasschen	Director	33,185	$7.94M	$0	15	2026-06-22
7	Karalyn Yearout	EVP CHIEF TALENT OFFICER	20,195	$4.83M	-$5.87M	21	2026-08-10
8	William J Ready	Director	19,210	$4.59M	$0	26	2026-08-04
9	Jeremy Brooks	CHIEF ACCOUNTING OFFICER	11,208	$2.68M	$0	13	2026-04-07
10	Esi Eggleston Bracey	Director	10,875	$2.60M	$0	25	2026-08-04

Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.

WSM Proposed Insider Sales (Form 144)

Latest: 2026-09-16

? Form 144 Guide Last 30d: 2 filings · $8.4M notice value · Last 90d: 6 filings · $21.4M notice value · 4 unique filers · 83% under 10b5-1 plans

What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.

How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.

10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.

"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. Amendments (Form 144/A) and post-cancellation refilings can inflate this if you sum naively; the rollup above excludes filings with zero stated value.

Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.

Top 90-day filers: LAURA ALBER (2, $15.5M) · King David Randolph (1, $4.9M) · Jeffrey E. Howie (1, $664K) · KARALYN YEAROUT (2, $369K)

Filed	Filer	Role	Shares	Notice Value	Planned Sale	Broker	Plan	Link
2026-09-16	Jeffrey E. Howie	Officer	3,045	$664.4K	2026-09-16	Goldman Sachs & Co. LLC	10b5-1	EDGAR
2026-09-16	LAURA ALBER	OFFICER	35,000	$7.74M	2026-09-16	MERRILL	10b5-1	EDGAR
2026-08-28	King David Randolph	Officer	21,024	$4.92M	2026-08-28	Charles Schwab Corp.	—	EDGAR
2026-08-07	KARALYN YEAROUT	Officer	522	$128.9K	2026-08-07	Morgan Stanley Smith Barney LLC …	10b5-1	EDGAR
2026-08-04	KARALYN YEAROUT	Officer	1,000	$239.8K	2026-08-04	Morgan Stanley Smith Barney LLC …	10b5-1	EDGAR
2026-07-15	LAURA ALBER	OFFICER	35,000	$7.75M	2026-07-15	MERRILL	10b5-1	EDGAR
2026-06-15	KARALYN YEAROUT	Officer	1,112	$248.6K	2026-06-15	Morgan Stanley Smith Barney LLC …	10b5-1	EDGAR
2026-06-08	KARALYN YEAROUT	Officer	522	$107.0K	2026-06-08	Morgan Stanley Smith Barney LLC …	10b5-1	EDGAR
2026-05-14	LAURA ALBER	OFFICER	35,000	$6.04M	2026-05-14	MERRILL	10b5-1	EDGAR
2026-04-08	Jeffrey E. Howie	Officer	1,419	$266.1K	2026-04-08	Goldman Sachs & Co. LLC	10b5-1	EDGAR

Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed.

Recent SEC Filings

Latest: 2026-05-22

Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).

Filing Date	Accession	Link
2026-05-21	0000719955-26-000126	EDGAR
2026-03-18	0000719955-26-000030	EDGAR
2025-11-19	0000719955-25-000043	EDGAR
2025-08-27	0000719955-25-000006	EDGAR
2025-06-27	0001628280-25-033311	EDGAR
2025-06-13	0001628280-25-031294	EDGAR
2025-05-22	0001628280-25-027155	EDGAR
2025-03-19	0001628280-25-013687	EDGAR
2024-11-20	0001628280-24-048597	EDGAR
2024-09-27	0001628280-24-041493	EDGAR

Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.

Filing Date	Accession	Link
2026-03-26	0000719955-26-000059	EDGAR
2025-03-27	0001628280-25-015037	EDGAR
2024-03-20	0001628280-24-012221	EDGAR
2023-03-24	0001628280-23-009175	EDGAR
2022-03-28	0001628280-22-007494	EDGAR
2021-03-30	0001193125-21-100319	EDGAR
2020-03-27	0001193125-20-088937	EDGAR
2019-04-04	0001193125-19-097973	EDGAR
2018-03-29	0001193125-18-102232	EDGAR
2017-03-30	0001193125-17-104341	EDGAR

Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.

Filing Date	Accession	Link
2026-05-22	0000719955-26-000131	EDGAR
2025-11-25	0000719955-25-000049	EDGAR
2025-08-29	0000719955-25-000010	EDGAR
2025-05-28	0001628280-25-028196	EDGAR
2024-11-22	0001628280-24-048978	EDGAR
2024-08-23	0001628280-24-038362	EDGAR
2024-05-24	0001628280-24-025227	EDGAR
2023-11-28	0001628280-23-040136	EDGAR
2023-09-01	0001628280-23-031270	EDGAR
2023-05-26	0001628280-23-019968	EDGAR

ETF Holders

#	ETF	Provider	Weight	$ Exposure	ETF AUM	As Of

Fundamentals

? Fundamentals Guide

Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.

Metrics

Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.

How to read the bars

Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
YoY growth — compare to the same quarter a year earlier to remove seasonality.
Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.

TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.

P/E Ratio	24.6
P/B Ratio	12.8
P/S Ratio	3.4
EV/EBITDA	15.0
TTM Revenue	$8.0B
TTM Net Income	$1.2B
TTM EPS	$9.75
ROE	55.1%
Dividend Yield	1.22%

Valuation

? Valuation Guide

Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.

Price Multiples

P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
EV/Sales — like P/S but accounts for debt + cash. Compare within sector.

Profitability & Yields

ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.

Balance Sheet

Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.

Reading the history chart

Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
Multiples expanding while earnings are flat = sentiment-driven rally.
Multiples compressing while earnings grow = value coming from fundamentals.

Metric:

Short Interest & Float

? Short Interest Guide

Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.

Metric definitions

Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
SI % of Float — short interest / free float. The key crowding metric.
Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
Free Float — shares available for public trading (total shares minus insider / restricted).
Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.

How to read the signals

SI % of Float < 5% — typical, no particular signal.
5–15% — elevated; watch for catalysts (earnings, guidance, macro).
15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
>30% — extreme; borrow is likely expensive and squeeze risk is material.
Days to Cover > 5 combined with high SI% amplifies squeeze potential.

History chart

Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
A sudden drop in SI after a rally may indicate a squeeze in progress.

Short interest is reported mid-month and end-of-month; short volume is daily.

Metric:

Constituent Performance

Select Timeframe:

Click any bar to view the full quote for that stock.

Constituents

Symbol	Name	Weight %	Price	1 Day	1 Week	1 Month

Earnings Date	Timing	Expected Move	Actual Move	Ratio	Outcome
2024-11-20	Pre-Market	13.77%	27.03%	1.96x	Exceeded
2025-03-19	Pre-Market	10.76%	3.63%	0.34x	Within
2025-05-22	Pre-Market	13.38%	2.65%	0.20x	Within
2025-08-27	Pre-Market	11.09%	2.91%	0.26x	Within
2025-11-19	Pre-Market	9.74%	3.37%	0.35x	Within
2026-03-18	Pre-Market	8.72%	0.88%	0.10x	Within
2026-05-21	Pre-Market	11.93%	6.75%	0.57x	Within
2026-08-26	Pre-Market	10.29%	1.15%	0.11x	Within

WSM Williams-Sonoma, Inc.

Trend Indicators

Momentum Oscillators

Volume & Volatility

Data Summary

WSM Options Activity & IV Rank

WSM Institutional Ownership (13F)

WSM Insider Trading (Form 4)

WSM Insider Holdings

WSM Proposed Insider Sales (Form 144)