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B. Riley Wealth Advisors’s Warner Bros WBD Stock Holding History

B. Riley Wealth Advisors’s Portfolio WBD Stock Details WBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$219K Sell
8,066
-1,213
-13% -$32.8K 0.01% 738
2026
Q1 		$251K Sell
9,279
-6,775
-42% -$190K 0.02% 636
2025
Q4 		$463K Sell
16,054
-28,581
-64% -$668K 0.02% 557
2025
Q3 		$872K Sell
44,635
-4,488
-9% -$61.1K 0.04% 373
2025
Q2 		$563K Sell
49,123
-6,583
-12% -$61.4K 0.03% 491
2025
Q1 		$598K Sell
55,706
-221
-0.4% -$2.31K 0.02% 693
2024
Q4 		$591K Sell
55,927
-9,224
-14% -$85.7K 0.02% 633
2024
Q3 		$526K Sell
65,151
-12,682
-16% -$99.1K 0.01% 725
2024
Q2 		$579K Sell
77,833
-20,573
-21% -$165K 0.01% 749
2024
Q1 		$1.07M Buy
98,406
+10,660
+12% +$103K 0.03% 506
2023
Q4 		$999K Sell
87,746
-10,660
-11% -$115K 0.03% 528
2023
Q3 		$1.07M Sell
98,406
-128
-0.1% -$1.6K 0.03% 506
2023
Q2 		$1.24M Buy
98,534
+152
+0.2% +$1.97K 0.03% 497
2023
Q1 		$1.49M Sell
98,382
-7,917
-7% -$113K 0.04% 437
2022
Q4 		$1.01M Sell
106,299
-6,379
-6% -$72K 0.03% 530
2022
Q3 		$1.3M Buy
112,678
+17,758
+19% +$241K 0.04% 423
2022
Q2 		$1.27M Buy
94,920
+63,439
+202% +$1.18M 0.05% 340
2022
Q1 		$785K Buy
31,481
+1,255
+4% +$34.4K 0.03% 564
2021
Q4 		$712K Buy
+30,226
New +$753K 0.02% 642
2018
Q4 		– Sell
-27,699
Closed -$888K – 743
2018
Q3 		$888K Buy
+27,699
New +$780K 0.11% 211
2015
Q1 		– Sell
-356
Closed -$12K – 1972
2014
Q4 		$12K Buy
+356
New +$12.3K ﹤0.01% 2787
2014
Q3 		– Sell
-129
Closed -$4.9K – 1881
2014
Q2 		$4.9K Buy
+129
New +$5.08K ﹤0.01% 2047

Other funds holding WBD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

B. Riley Wealth Advisors's WBD Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its Warner Bros (WBD) stake by 13% in Q2 2026, selling an estimated $32.8K and leaving 8,066 shares worth $219K. The position accounts for 0.01% of the portfolio, ranked #738.

B. Riley Wealth Advisors first reported a position in WBD in Q2 2014 and has held it in 22 quarters since. The position peaked at $1.49M in Q1 2023. 1,310 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • B. Riley Wealth Advisors held 8,066 shares of Warner Bros worth $219K as of Q2 2026.
  • B. Riley Wealth Advisors sold 1,213 Warner Bros shares in Q2 2026, an estimated $32.8K.
  • Warner Bros made up 0.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #738 holding.
  • B. Riley Wealth Advisors first reported a position in Warner Bros in Q2 2014 and has held it in 22 quarters since.
  • B. Riley Wealth Advisors's Warner Bros position peaked at $1.49M in Q1 2023.
  • 1,310 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.