N.E.W. Advisory Services’s Warner Bros WBD Stock Holding History

N.E.W. Advisory Services’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	$136K	Sell	5,086 -400	-7%	-$10.8K	0.01%	262
2026 Q1	$151K	Buy	5,486 +2,008	+58%	+$56.2K	0.01%	243
2025 Q4	$100K	Sell	3,478 -4	-0.1%	-$93	0.01%	279
2025 Q3	$68K	Sell	3,482 -233	-6%	-$3.17K	0.01%	286
2025 Q2	$42.6K	Buy	3,715 +355	+11%	+$3.31K	﹤0.01%	334
2025 Q1	$36.1K	Buy	+3,360	New	+$35.1K	﹤0.01%	401

Other funds holding WBD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

FOFI

Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return

N.E.W. Advisory Services's WBD Position: Q2 2026 in Review

N.E.W. Advisory Services reduced its Warner Bros (WBD) stake by 7.3% in Q2 2026, selling an estimated $10.8K and leaving 5,086 shares worth $136K. The position accounts for 0.01% of the portfolio, ranked #262.

N.E.W. Advisory Services first reported a position in WBD in Q1 2025 and has held it in 6 quarters since. The position peaked at $151K in Q1 2026. 835 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

N.E.W. Advisory Services held 5,086 shares of Warner Bros worth $136K as of Q2 2026.
N.E.W. Advisory Services sold 400 Warner Bros shares in Q2 2026, an estimated $10.8K.
Warner Bros made up 0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #262 holding.
N.E.W. Advisory Services first reported a position in Warner Bros in Q1 2025 and has held it in 6 quarters since.
N.E.W. Advisory Services's Warner Bros position peaked at $151K in Q1 2026.
835 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.