Envestnet Portfolio Solutions’s Warner Bros WBD Stock Holding History

Envestnet Portfolio Solutions’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	$385K	Buy	14,447 +1,234	+9%	+$33.4K	﹤0.01%	1084
2026 Q1	$363K	Sell	13,213 -3,544	-21%	-$99.2K	﹤0.01%	1032
2025 Q4	$483K	Buy	+16,757	New	+$392K	﹤0.01%	1074
2025 Q2	–	Sell	-12,620	Closed	-$135K	–	1653
2025 Q1	$135K	Sell	12,620 -36,530	-74%	-$382K	﹤0.01%	1521
2024 Q4	$520K	Buy	49,150 +287	+0.6%	+$2.67K	﹤0.01%	1225
2024 Q3	$403K	Sell	48,863 -389,929	-89%	-$3.05M	﹤0.01%	1302
2024 Q2	$3.26M	Buy	438,792 +401,079	+1,064%	+$3.21M	0.01%	483
2024 Q1	$329K	Sell	37,713 -3,726	-9%	-$35.9K	﹤0.01%	1313
2023 Q4	$472K	Sell	41,439 -368	-0.9%	-$3.97K	﹤0.01%	1081
2023 Q3	$454K	Buy	+41,807	New	+$522K	﹤0.01%	1026

Other funds holding WBD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Envestnet Portfolio Solutions's WBD Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Warner Bros (WBD) stake by 9.3% in Q2 2026, buying an estimated $33.4K and bringing the position to 14,447 shares worth $385K. The position accounts for ﹤0.01% of the portfolio, ranked #1084.

Envestnet Portfolio Solutions first reported a position in WBD in Q3 2023 and has held it in 10 quarters since. The position peaked at $3.26M in Q2 2024. 1,308 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

Envestnet Portfolio Solutions held 14,447 shares of Warner Bros worth $385K as of Q2 2026.
Envestnet Portfolio Solutions bought 1,234 Warner Bros shares in Q2 2026, an estimated $33.4K.
Warner Bros made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1084 holding.
Envestnet Portfolio Solutions first reported a position in Warner Bros in Q3 2023 and has held it in 10 quarters since.
Envestnet Portfolio Solutions's Warner Bros position peaked at $3.26M in Q2 2024.
1,308 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.