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EP Wealth Advisors’s Warner Bros WBD Stock Holding History

EP Wealth Advisors’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 		$1.36M Buy
50,880
+10,106
+25% +$273K 0.01% 676
2026
Q1 		$1.12M Buy
40,774
+274
+0.7% +$7.67K 0.01% 618
2025
Q4 		$1.17M Buy
+40,500
New +$947K 0.01% 577
2025
Q2 		$344K Buy
30,045
+1,902
+7% +$17.7K ﹤0.01% 940
2025
Q1 		$302K Sell
28,143
-1,208
-4% -$12.6K ﹤0.01% 908
2024
Q4 		$310K Buy
29,351
+11,209
+62% +$104K ﹤0.01% 858
2024
Q3 		$150K Sell
18,142
-720
-4% -$5.63K ﹤0.01% 1099
2024
Q2 		$140K Sell
18,862
-1,315
-7% -$10.5K ﹤0.01% 794
2024
Q1 		$176K Buy
20,177
+2,253
+13% +$21.7K ﹤0.01% 750
2023
Q4 		$204K Sell
17,924
-11,954
-40% -$129K ﹤0.01% 710
2023
Q3 		$324K Sell
29,878
-54,971
-65% -$686K 0.01% 543
2023
Q2 		$658K Buy
84,849
+75,690
+826% +$982K 0.01% 408
2023
Q1 		$317K Sell
9,159
-17,803
-66% -$253K 0.01% 480
2022
Q4 		$256K Sell
26,962
-2,999
-10% -$33.9K ﹤0.01% 497
2022
Q3 		$345K Sell
29,961
-881
-3% -$12K 0.01% 296
2022
Q2 		$414K Buy
+30,842
New +$572K 0.01% 415

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 40.89% 1-Year Est. Return

EP Wealth Advisors's WBD Position: Q2 2026 in Review

EP Wealth Advisors increased its Warner Bros (WBD) stake by 25% in Q2 2026, buying an estimated $273K and bringing the position to 50,880 shares worth $1.36M. The position accounts for 0.01% of the portfolio, ranked #676.

EP Wealth Advisors first reported a position in WBD in Q2 2022 and has held it in 16 quarters since. 1,312 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • EP Wealth Advisors held 50,880 shares of Warner Bros worth $1.36M as of Q2 2026.
  • EP Wealth Advisors bought 10,106 Warner Bros shares in Q2 2026, an estimated $273K.
  • Warner Bros made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #676 holding.
  • EP Wealth Advisors first reported a position in Warner Bros in Q2 2022 and has held it in 16 quarters since.
  • 1,312 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.