Ethos Financial Group’s Warner Bros WBD Stock Holding History

Ethos Financial Group’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
2025 Q1	–	Sell	-2,775	Closed	-$29.4K	–	501
2024 Q4	$29.4K	Buy	+2,775	New	+$25.8K	﹤0.01%	356

Other funds holding WBD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Ethos Financial Group's WBD Position: Q1 2025 in Review

Ethos Financial Group sold out of Warner Bros (WBD) in Q1 2025, closing a stake of 2,775 shares — an estimated $29.4K sold.

Ethos Financial Group first reported a position in WBD in Q4 2024 and held it in 1 quarter. The position peaked at $29.4K in Q4 2024. 1,170 funds tracked by Wall St. Rank hold WBD as of Q1 2025.

Ethos Financial Group reported no remaining Warner Bros position as of Q1 2025 after selling out during the quarter.
Ethos Financial Group sold 2,775 Warner Bros shares in Q1 2025, an estimated $29.4K.
Ethos Financial Group first reported a position in Warner Bros in Q4 2024 and held it in 1 quarter.
Ethos Financial Group's Warner Bros position peaked at $29.4K in Q4 2024.
1,170 funds tracked by Wall St. Rank held Warner Bros as of Q1 2025.

Based on Ethos Financial Group's 13F filing for Q1 2025, filed 13 May 2025.