Williams-Sonoma Inc (WSM) — Strategic Asset Allocation Index

Latest as of January 2026: 113.6%

Williams-Sonoma Inc (WSM) has a Strategic Asset Allocation Index of 113.6% as of January 2026. Strategic assets (PP&E of $2.37 Billion plus long-term investments of $-) total $2.37 Billion, measured against net assets of $2.08 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Williams-Sonoma Inc balance sheet independence to measure how much of total assets are equity-financed.

SAAI

113.6%
Strategic Assets / Net Assets

Strategic Assets

$2.37 Billion
PP&E + LT Investments

PP&E

$2.37 Billion
USD

Net Assets

$2.08 Billion
USD

Williams-Sonoma Inc Strategic Asset Allocation Index (2000–2026)

This chart shows how Williams-Sonoma Inc's Strategic Asset Allocation Index has evolved across 27 annual periods from 2000 to 2026. As of January 2026, the index stands at 113.6%, representing strategic assets of $2.37 Billion against net assets of $2.08 Billion USD. For live market cap and overall valuation, see Williams-Sonoma Inc (WSM) total market value.

Annual Strategic Asset Allocation Index for Williams-Sonoma Inc (2000–2026)

The table below presents the year-by-year Strategic Asset Allocation Index for Williams-Sonoma Inc from 2000 to 2026, covering 27 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. See Williams-Sonoma Inc book value and equity for net asset value and shareholders' equity analysis.

Year SAAI Strategic Assets (USD) PP&E LT Investments Net Assets Change (pp)
2026 113.6% $2.37 Billion $2.37 Billion $- $2.08 Billion ▲ +10.3 pp
2025 103.2% $2.21 Billion $2.21 Billion $- $2.14 Billion ▼ -2.2 pp
2024 105.4% $2.24 Billion $2.24 Billion $- $2.13 Billion ▼ -32.9 pp
2023 138.3% $2.35 Billion $2.35 Billion $- $1.70 Billion ▲ +14.9 pp
2022 123.4% $2.05 Billion $2.05 Billion $- $1.66 Billion ▲ +4.7 pp
2021 118.7% $1.96 Billion $1.96 Billion $- $1.65 Billion ▲ +43.5 pp
2020 75.2% $929.04 Million $929.04 Million $- $1.24 Billion ▼ -5.3 pp
2019 80.4% $929.63 Million $929.63 Million $- $1.16 Billion ▲ +3.0 pp
2018 77.5% $932.28 Million $932.28 Million $- $1.20 Billion ▲ +3.5 pp
2017 74.0% $923.28 Million $923.28 Million $- $1.25 Billion ▼ 0.0 pp
2016 74.0% $886.81 Million $886.81 Million $- $1.20 Billion ▲ +1.9 pp
2015 72.1% $883.01 Million $883.01 Million $- $1.22 Billion ▲ +4.5 pp
2014 67.6% $849.29 Million $849.29 Million $- $1.26 Billion ▲ +5.6 pp
2013 62.0% $812.04 Million $812.04 Million $- $1.31 Billion ▲ +3.5 pp
2012 58.5% $734.67 Million $734.67 Million $- $1.26 Billion ▲ +0.5 pp
2011 58.0% $730.56 Million $730.56 Million $- $1.26 Billion ▼ -10.4 pp
2010 68.4% $829.03 Million $829.03 Million $- $1.21 Billion ▼ -13.7 pp
2009 82.1% $942.22 Million $942.22 Million $- $1.15 Billion ▼ -2.1 pp
2008 84.2% $981.08 Million $981.08 Million $- $1.17 Billion ▲ +4.9 pp
2007 79.3% $912.58 Million $912.58 Million $- $1.15 Billion ▲ +1.0 pp
2006 78.2% $880.30 Million $880.30 Million $- $1.13 Billion ▼ -10.8 pp
2005 89.0% $852.41 Million $852.41 Million $- $957.66 Million ▼ -6.1 pp
2004 95.1% $765.03 Million $765.03 Million $- $804.59 Million ▼ -3.0 pp
2003 98.1% $631.77 Million $631.77 Million $- $643.98 Million ▼ -9.0 pp
2002 107.1% $570.12 Million $570.12 Million $- $532.53 Million ▼ -7.7 pp
2001 114.8% $490.52 Million $490.52 Million $- $427.46 Million ▲ +33.1 pp
2000 81.7% $313.17 Million $313.17 Million $- $383.31 Million
pp = percentage points