New Age Alpha Advisors’s Warner Bros WBD Stock Holding History

New Age Alpha Advisors’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
2024 Q2	–	Sell	-4,000	Closed	-$140K	–	126
2024 Q1	$140K	Buy	4,000 +3,000	+300%	+$28.9K	0.08%	41
2023 Q4	$151K	Buy	+1,000	New	+$10.8K	0.11%	37

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

New Age Alpha Advisors's WBD Position: Q4 2025 in Review

New Age Alpha Advisors sold out of Warner Bros (WBD) in Q4 2025, closing a stake of 100,000 shares — an estimated $1.95M sold.

New Age Alpha Advisors first reported a position in WBD in Q4 2023 and held it in 2 quarters. The position peaked at $1.95M in Q3 2025. 1,314 funds tracked by Wall St. Rank hold WBD as of Q4 2025.

New Age Alpha Advisors reported no remaining Warner Bros position as of Q4 2025 after selling out during the quarter.
New Age Alpha Advisors sold 100,000 Warner Bros shares in Q4 2025, an estimated $1.95M.
New Age Alpha Advisors first reported a position in Warner Bros in Q4 2023 and held it in 2 quarters.
New Age Alpha Advisors's Warner Bros position peaked at $1.95M in Q3 2025.
1,314 funds tracked by Wall St. Rank held Warner Bros as of Q4 2025.

Based on New Age Alpha Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.