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Rialto Wealth Management’s Warner Bros WBD Stock Holding History

Rialto 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
Q1 		$5.99K Sell
218
-412
-65% -$11.5K ﹤0.01% 547
2025
Q4 		$18.2K Buy
630
+73
+13% +$1.71K ﹤0.01% 374
2025
Q3 		$10.9K Buy
557
+451
+425% +$6.14K ﹤0.01% 418
2025
Q2 		$1.22K Buy
+106
New +$989 ﹤0.01% 769
2025
Q1 		– Sell
-2
Closed -$22 – 1009
2024
Q4 		$22 Buy
+2
New +$19 ﹤0.01% 521

Other funds holding WBD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Rialto Wealth Management's WBD Position: Q1 2026 in Review

Rialto Wealth Management reduced its Warner Bros (WBD) stake by 65% in Q1 2026, selling an estimated $11.5K and leaving 218 shares worth $5.99K. The position accounts for ﹤0.01% of the portfolio, ranked #547.

Rialto Wealth Management first reported a position in WBD in Q4 2024 and has held it in 5 quarters since. The position peaked at $18.2K in Q4 2025. 1,305 funds tracked by Wall St. Rank hold WBD as of Q1 2026.

  • Rialto Wealth Management held 218 shares of Warner Bros worth $5.99K as of Q1 2026.
  • Rialto Wealth Management sold 412 Warner Bros shares in Q1 2026, an estimated $11.5K.
  • Warner Bros made up ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #547 holding.
  • Rialto Wealth Management first reported a position in Warner Bros in Q4 2024 and has held it in 5 quarters since.
  • Rialto Wealth Management's Warner Bros position peaked at $18.2K in Q4 2025.
  • 1,305 funds tracked by Wall St. Rank held Warner Bros as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.