MWM
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Modern Wealth Management’s Warner Bros WBD Stock Holding History

Modern 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 		$279K Buy
10,456
+1,878
+22% +$50.8K ﹤0.01% 909
2026
Q1 		$236K Buy
8,578
+135
+2% +$3.78K ﹤0.01% 785
2025
Q4 		$243K Buy
+8,443
New +$197K ﹤0.01% 751

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

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

Modern Wealth Management increased its Warner Bros (WBD) stake by 22% in Q2 2026, buying an estimated $50.8K and bringing the position to 10,456 shares worth $279K. The position accounts for ﹤0.01% of the portfolio, ranked #909.

Modern Wealth Management first reported a position in WBD in Q4 2025 and has held it in 3 quarters since. 1,312 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • Modern Wealth Management held 10,456 shares of Warner Bros worth $279K as of Q2 2026.
  • Modern Wealth Management bought 1,878 Warner Bros shares in Q2 2026, an estimated $50.8K.
  • Warner Bros made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #909 holding.
  • Modern Wealth Management first reported a position in Warner Bros in Q4 2025 and has held it in 3 quarters since.
  • 1,312 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.