EWM
WBD icon

Evolution Wealth Management’s Warner Bros WBD Stock Holding History

Evolution Wealth Management’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 		$2.16K Hold
81
– – ﹤0.01% 819
2026
Q1 		$2.22K Hold
81
– – ﹤0.01% 728
2025
Q4 		$2.33K Buy
81
+72
+800% +$1.68K ﹤0.01% 626
2025
Q3 		$176 Sell
9
-45
-83% -$613 ﹤0.01% 582
2025
Q2 		$619 Buy
+54
New +$504 ﹤0.01% 550

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

Evolution Wealth Management's WBD Position: Q2 2026 in Review

Evolution Wealth Management held its Warner Bros (WBD) position steady in Q2 2026 at 81 shares worth $2.16K. The position accounts for ﹤0.01% of the portfolio, ranked #819.

Evolution Wealth Management first reported a position in WBD in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.33K in Q4 2025. 1,312 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • Evolution Wealth Management held 81 shares of Warner Bros worth $2.16K as of Q2 2026.
  • Evolution Wealth Management left its Warner Bros share count unchanged in Q2 2026.
  • Warner Bros made up ﹤0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #819 holding.
  • Evolution Wealth Management first reported a position in Warner Bros in Q2 2025 and has held it in 5 quarters since.
  • Evolution Wealth Management's Warner Bros position peaked at $2.33K in Q4 2025.
  • 1,312 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.