Next Level Wealth Planning
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Next Level Wealth Planning’s Warner Bros WBD Stock Holding History

Next Level Wealth Planning’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
Q3 		$2.97K Buy
+96
New +$2.66K ﹤0.01% 427

Other funds holding WBD

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Syquant Capital SAS
Syquant Capital SAS Paris, France $453M AUM 6.35% 1-Year Est. Return

Next Level Wealth Planning's WBD Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Warner Bros (WBD) in Q3 2026: 96 shares worth $2.97K. The stake represents ﹤0.01% of the portfolio and ranks #427 among its holdings.

787 funds tracked by Wall St. Rank hold WBD as of Q3 2026.

  • Next Level Wealth Planning held 96 shares of Warner Bros worth $2.97K as of Q3 2026.
  • Warner Bros was a new Next Level Wealth Planning position in Q3 2026.
  • Warner Bros made up ﹤0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #427 holding.
  • 787 funds tracked by Wall St. Rank held Warner Bros as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.