DWM
WBD icon

Dogwood Wealth Management’s Warner Bros WBD Stock Holding History

Dogwood 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 		$25.2K Buy
947
+206
+28% +$5.57K 0.01% 223
2026
Q1 		$20.3K Buy
741
+32
+5% +$896 0.01% 241
2025
Q4 		$20.4K Buy
709
+118
+20% +$2.76K 0.01% 195
2025
Q3 		$11.5K Buy
591
+55
+10% +$749 0.01% 255
2025
Q2 		$6.12K Buy
536
+374
+231% +$3.49K ﹤0.01% 384
2025
Q1 		$1.74K Buy
162
+158
+3,950% +$1.65K ﹤0.01% 366
2024
Q4 		$42 Hold
4
– – ﹤0.01% 271
2024
Q3 		$36 Hold
4
– – ﹤0.01% 194
2024
Q2 		$32 Hold
4
– – ﹤0.01% 242
2024
Q1 		$37 Buy
+4
New +$39 ﹤0.01% 240
2023
Q4 		– Hold
0
– – – 404

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

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

Dogwood Wealth Management increased its Warner Bros (WBD) stake by 28% in Q2 2026, buying an estimated $5.57K and bringing the position to 947 shares worth $25.2K. The position accounts for 0.01% of the portfolio, ranked #223.

Dogwood Wealth Management first reported a position in WBD in Q1 2024 and has held it in 10 quarters since. 1,308 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • Dogwood Wealth Management held 947 shares of Warner Bros worth $25.2K as of Q2 2026.
  • Dogwood Wealth Management bought 206 Warner Bros shares in Q2 2026, an estimated $5.57K.
  • Warner Bros made up 0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #223 holding.
  • Dogwood Wealth Management first reported a position in Warner Bros in Q1 2024 and has held it in 10 quarters since.
  • 1,308 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.