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Simplicity Wealth’s Warner Bros WBD Stock Holding History

Simplicity Wealth’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 		$305K Buy
11,442
+1,625
+17% +$44K 0.01% 833
2026
Q1 		$270K Buy
9,817
+2,276
+30% +$63.7K 0.02% 628
2025
Q4 		$217K Buy
+7,541
New +$176K 0.01% 653
2024
Q3 		– Sell
-14,029
Closed -$104K – 1210
2024
Q2 		$104K Sell
14,029
-36,602
-72% -$293K ﹤0.01% 1172
2024
Q1 		$442K Buy
+50,631
New +$488K 0.01% 782

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

Simplicity Wealth's WBD Position: Q2 2026 in Review

Simplicity Wealth increased its Warner Bros (WBD) stake by 17% in Q2 2026, buying an estimated $44K and bringing the position to 11,442 shares worth $305K. The position accounts for 0.01% of the portfolio, ranked #833.

Simplicity Wealth first reported a position in WBD in Q1 2024 and has held it in 5 quarters since. The position peaked at $442K in Q1 2024. 1,312 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • Simplicity Wealth held 11,442 shares of Warner Bros worth $305K as of Q2 2026.
  • Simplicity Wealth bought 1,625 Warner Bros shares in Q2 2026, an estimated $44K.
  • Warner Bros made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #833 holding.
  • Simplicity Wealth first reported a position in Warner Bros in Q1 2024 and has held it in 5 quarters since.
  • Simplicity Wealth's Warner Bros position peaked at $442K in Q1 2024.
  • 1,312 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.