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Diversify Wealth Management’s Warner Bros WBD Stock Holding History

Diversify Wealth Management’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 		$200K Buy
7,917
+91
+1% +$2.46K ﹤0.01% 1199
2026
Q1 		$212K Buy
+7,826
New +$219K ﹤0.01% 1079

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

Diversify Wealth Management's WBD Position: Q2 2026 in Review

Diversify Wealth Management increased its Warner Bros (WBD) stake by 1.2% in Q2 2026, buying an estimated $2.46K and bringing the position to 7,917 shares worth $200K. The position accounts for ﹤0.01% of the portfolio, ranked #1199.

Diversify Wealth Management first reported a position in WBD in Q1 2026 and has held it in 2 quarters since. The position peaked at $212K in Q1 2026. 1,308 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • Diversify Wealth Management held 7,917 shares of Warner Bros worth $200K as of Q2 2026.
  • Diversify Wealth Management bought 91 Warner Bros shares in Q2 2026, an estimated $2.46K.
  • Warner Bros made up ﹤0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #1199 holding.
  • Diversify Wealth Management first reported a position in Warner Bros in Q1 2026 and has held it in 2 quarters since.
  • Diversify Wealth Management's Warner Bros position peaked at $212K in Q1 2026.
  • 1,308 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.