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Defined Financial Planning’s Warner Bros WBD Stock Holding History

Defined Financial 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
2025
Q3 		$180K Buy
+10,082
New +$137K 0.15% 63

Other funds holding WBD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Defined Financial Planning's WBD Position: Q3 2025 in Review

Defined Financial Planning opened a new position in Warner Bros (WBD) in Q3 2025: 10,082 shares worth $180K. The stake represents 0.15% of the portfolio and ranks #63 among its holdings.

1,152 funds tracked by Wall St. Rank hold WBD as of Q3 2025.

  • Defined Financial Planning held 10,082 shares of Warner Bros worth $180K as of Q3 2025.
  • Warner Bros was a new Defined Financial Planning position in Q3 2025.
  • Warner Bros made up 0.15% of Defined Financial Planning's portfolio in Q3 2025, its #63 holding.
  • 1,152 funds tracked by Wall St. Rank held Warner Bros as of Q3 2025.

Based on Defined Financial Planning's 13F filing for Q3 2025, filed 15 Oct 2025.