DWS
WBD icon

Dynamic Wealth Strategies’s Warner Bros WBD Stock Holding History

Dynamic Wealth Strategies’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 		$8.8K Hold
330
– – ﹤0.01% 245
2026
Q1 		$9.06K Hold
330
– – 0.01% 233
2025
Q4 		$9.51K Hold
330
– – 0.01% 217
2025
Q3 		$6.45K Hold
330
– – ﹤0.01% 217
2025
Q2 		$3.78K Hold
330
– – ﹤0.01% 218
2025
Q1 		$3.54K Buy
+330
New +$3.45K ﹤0.01% 217
2024
Q4 		– Sell
-330
Closed -$3K – 221
2024
Q3 		$3K Hold
330
– – ﹤0.01% 221
2024
Q2 		$2K Hold
330
– – ﹤0.01% 234
2024
Q1 		$3K Hold
330
– – ﹤0.01% 234
2023
Q4 		$3.75K Buy
+330
New +$3.56K ﹤0.01% 231

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

Dynamic Wealth Strategies's WBD Position: Q2 2026 in Review

Dynamic Wealth Strategies held its Warner Bros (WBD) position steady in Q2 2026 at 330 shares worth $8.8K. The position accounts for ﹤0.01% of the portfolio, ranked #245.

Dynamic Wealth Strategies first reported a position in WBD in Q4 2023 and has held it in 10 quarters since. The position peaked at $9.51K in Q4 2025. 1,308 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • Dynamic Wealth Strategies held 330 shares of Warner Bros worth $8.8K as of Q2 2026.
  • Dynamic Wealth Strategies left its Warner Bros share count unchanged in Q2 2026.
  • Warner Bros made up ﹤0.01% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #245 holding.
  • Dynamic Wealth Strategies first reported a position in Warner Bros in Q4 2023 and has held it in 10 quarters since.
  • Dynamic Wealth Strategies's Warner Bros position peaked at $9.51K in Q4 2025.
  • 1,308 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.