Creative Planning
WBD icon

Creative Planning’s Warner Bros WBD Stock Holding History

Creative Planning’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 		$2.74K Buy
+2,500
New +$67.6K ﹤0.01% 4262
2023
Q3 		– Sell
-100
Closed -$31 – 3050
2023
Q2 		$31 Hold
100
– – ﹤0.01% 2640
2023
Q1 		$130 Hold
100
– – ﹤0.01% 2625
2022
Q4 		$40 Buy
+100
New +$1.13K ﹤0.01% 2477
2014
Q2 		– Sell
-3,914
Closed -$3K – 3978
2014
Q1 		$3K Buy
+3,914
New +$165K ﹤0.01% 3279

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 40.89% 1-Year Est. Return

Creative Planning's WBD Position: Q2 2026 in Review

Creative Planning increased its Warner Bros (WBD) stake by 2.1% in Q2 2026, buying an estimated $328K and bringing the position to 576,896 shares worth $15.4M. The position accounts for 0.01% of the portfolio, ranked #627.

Creative Planning first reported a position in WBD in Q2 2013 and has held it in 44 quarters since. The position peaked at $15.5M in Q1 2026. 1,312 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • Creative Planning held 576,896 shares of Warner Bros worth $15.4M as of Q2 2026.
  • Creative Planning bought 12,123 Warner Bros shares in Q2 2026, an estimated $328K.
  • Warner Bros made up 0.01% of Creative Planning's portfolio in Q2 2026, its #627 holding.
  • Creative Planning first reported a position in Warner Bros in Q2 2013 and has held it in 44 quarters since.
  • Creative Planning's Warner Bros position peaked at $15.5M in Q1 2026.
  • 1,312 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.