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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Creative Planning's WBD Position: Q1 2026 in Review

Creative Planning increased its Warner Bros (WBD) stake by 8.4% in Q1 2026, buying an estimated $1.22M and bringing the position to 564,773 shares worth $15.5M. The position accounts for 0.01% of the portfolio, ranked #525.

Creative Planning first reported a position in WBD in Q2 2013 and has held it in 43 quarters since. 1,305 funds tracked by Wall St. Rank hold WBD as of Q1 2026.

  • Creative Planning held 564,773 shares of Warner Bros worth $15.5M as of Q1 2026.
  • Creative Planning bought 43,634 Warner Bros shares in Q1 2026, an estimated $1.22M.
  • Warner Bros made up 0.01% of Creative Planning's portfolio in Q1 2026, its #525 holding.
  • Creative Planning first reported a position in Warner Bros in Q2 2013 and has held it in 43 quarters since.
  • 1,305 funds tracked by Wall St. Rank held Warner Bros as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.