EW
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Evoke Wealth’s Warner Bros WBD Stock Holding History

Evoke Wealth’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 		– Sell
-8,741
Closed -$240K – 669
2026
Q1 		$240K Buy
+8,741
New +$245K ﹤0.01% 605
2022
Q4 		– Sell
-14,929
Closed -$172K – 1134
2022
Q3 		$172K Sell
14,929
-539
-3% -$7.33K 0.01% 344
2022
Q2 		$208K Buy
15,468
+13,220
+588% +$245K 0.01% 308
2022
Q1 		$56K Buy
2,248
+2,044
+1,002% +$56.1K ﹤0.01% 507
2021
Q4 		$5K Sell
204
-3,450
-94% -$85.9K ﹤0.01% 914
2021
Q3 		$92K Buy
3,654
+2,904
+387% +$81.6K ﹤0.01% 439
2021
Q2 		$23K Buy
750
+743
+10,614% +$25.8K ﹤0.01% 634
2021
Q1 		$0 Hold
7
– – ﹤0.01% 1212
2020
Q4 		$0 Hold
7
– – ﹤0.01% 1080
2020
Q3 		$0 Hold
7
– – ﹤0.01% 1141
2020
Q2 		$0 Hold
7
– – ﹤0.01% 1203
2020
Q1 		$136 Sell
7
-1,359
-99% -$37.3K ﹤0.01% 1096
2019
Q4 		$44.3K Buy
1,366
+376
+38% +$11.3K 0.01% 440
2019
Q3 		$26.4K Buy
+990
New +$28.8K ﹤0.01% 592

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

Evoke Wealth's WBD Position: Q2 2026 in Review

Evoke Wealth sold out of Warner Bros (WBD) in Q2 2026, closing a stake of 8,741 shares — an estimated $240K sold.

Evoke Wealth first reported a position in WBD in Q3 2019 and held it in 14 quarters. The position peaked at $240K in Q1 2026. 1,308 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • Evoke Wealth reported no remaining Warner Bros position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 8,741 Warner Bros shares in Q2 2026, an estimated $240K.
  • Evoke Wealth first reported a position in Warner Bros in Q3 2019 and held it in 14 quarters.
  • Evoke Wealth's Warner Bros position peaked at $240K in Q1 2026.
  • 1,308 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.