Boothbay Fund Management Reduces Williams-Sonoma Stake

Institutional investor sells nearly 29,000 shares of specialty retailer

Mar. 16, 2026 at 7:52am

Boothbay Fund Management LLC lowered its holdings in Williams-Sonoma, Inc. (NYSE:WSM) by 50.2% during the 3rd quarter, according to a recent SEC filing. The institutional investor now owns 28,445 shares of the specialty retailer's stock, down from 57,104 shares previously.

Why it matters

This filing provides insight into the investment strategy and portfolio changes of Boothbay Fund Management, a notable institutional investor. The reduction in Williams-Sonoma shares may signal a shift in the fund's outlook on the specialty home goods retailer.

The details

According to the SEC filing, Boothbay Fund Management sold 28,659 shares of Williams-Sonoma stock during the 3rd quarter. This reduced the fund's total holdings in the company to 28,445 shares, worth approximately $5.56 million at the end of the reporting period.

  • The transactions occurred during the 3rd quarter of the fiscal year.

The players

Boothbay Fund Management LLC

An institutional investment firm that manages a portfolio of equity and fixed-income securities.

Williams-Sonoma, Inc.

A specialty retailer of home furnishings and housewares, known for its premium cookware, kitchen tools, and home decor products.

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The takeaway

This filing highlights the shifting investment strategies of institutional investors and the factors they consider when adjusting their positions in companies like Williams-Sonoma. It provides a data point for analysts and investors to monitor the performance and outlook for the specialty retailer.