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Aristotle Capital files 9.36% WSM stake disclosure (NYSE: WSM)

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Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Aristotle Capital Management, LLC reports beneficial ownership of 11,140,471 shares of Williams‑Sonoma common stock, representing 9.36% of the class. The filing states Aristotle has sole voting power over 10,947,867 shares and sole dispositive power over 11,140,471 shares. Holdings are on behalf of advisory clients.

Positive

  • None.

Negative

  • None.

Insights

Large passive stake disclosed by an investment adviser; holdings are client-directed.

Aristotle Capital is disclosed as beneficial owner of 11,140,471 shares (9.36%), with 10,947,867 shares subject to sole voting power. The filing cites Rule 13d-3 to describe beneficial ownership arising from discretionary client accounts.

Cash‑flow treatment and any planned dispositions are not stated; subsequent filings would show changes in position or intent.

Ownership cross-checks board/majority thresholds and proxy influence.

The disclosed 9.36% stake is relevant for governance signaling; sole voting power numbers determine Aristotle's ability to vote client shares. The filing clarifies shares are held for various advisory clients, not the firm itself.

Shareholder votes or coordinated activity would be observable only in future filings or proxy materials.

Beneficial ownership 11,140,471 shares reported in Schedule 13G/A
Percent of class 9.36% percent of Williams‑Sonoma common stock
Sole voting power 10,947,867 shares shares with sole power to vote
Schedule 13G/A regulatory
"Amendment No. 8 | WILLIAMS-SONOMA, INC. Common Stock"
A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.
Rule 13d-3 regulatory
"Aristotle Capital Management, LLC, which is deemed to be a beneficial owner of those shares pursuant to Rule 13d-3"
Rule 13d-3 defines who is treated as the beneficial owner of a company’s shares for U.S. securities disclosure rules — essentially anyone who has the power to vote or direct how shares are voted, or the power to buy or sell them, even if they don’t hold the certificates. For investors this matters because crossing certain ownership thresholds triggers public filing and disclosure obligations and signals potential control or influence, much like having the keys to a car implies you can drive it even if it’s registered to someone else.
Beneficial ownership financial
"All of the shares of Common Stock set forth in Item 4 are owned by various investment advisory clients"
Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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FAQ

What stake does Aristotle Capital hold in Williams‑Sonoma (WSM)?

Aristotle Capital reports beneficial ownership of 11,140,471 shares, representing 9.36% of Williams‑Sonoma's common stock. The filing lists sole voting power for 10,947,867 shares and sole dispositive power for 11,140,471 shares.

Are Aristotle Capital's Williams‑Sonoma shares held directly or for clients?

The filing states the shares are owned by various investment advisory clients of Aristotle Capital Management, LLC. Aristotle is deemed the beneficial owner under Rule 13d-3 due to discretionary investment and voting authority over those client accounts.

Does the filing say Aristotle will sell or buy more WSM shares?

The Schedule 13G/A does not state any planned purchases or sales. It discloses current beneficial ownership and voting/dispositive powers; any future transactions would be reported in subsequent SEC filings when required.

What voting power does Aristotle have over WSM shares?

Aristotle reports sole voting power over 10,947,867 shares and shared voting power of 0 shares. Dispositive authority is listed as 11,140,471 shares sole, with no shared dispositive power.





969904101

(CUSIP Number)
03/31/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G



Aristotle Capital Management, LLC
Signature:/s/ Michelle M. Gosom
Name/Title:Michelle M. Gosom, Chief Compliance Officer
Date:06/02/2026