TWD
WBD icon

True Wealth Design’s Warner Bros WBD Stock Holding History

True Wealth Design’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 		$15.7K Buy
589
+59
+11% +$1.6K ﹤0.01% 911
2026
Q1 		$14.6K Buy
530
+187
+55% +$5.24K ﹤0.01% 840
2025
Q4 		$9.89K Sell
343
-25
-7% -$584 ﹤0.01% 870
2025
Q3 		$7.19K Buy
368
+58
+19% +$790 ﹤0.01% 950
2025
Q2 		$3.55K Buy
310
+81
+35% +$755 ﹤0.01% 949
2025
Q1 		$2.46K Buy
229
+166
+263% +$1.74K ﹤0.01% 936
2024
Q4 		$666 Buy
63
+17
+37% +$158 ﹤0.01% 1039
2024
Q3 		$380 Hold
46
– – ﹤0.01% 1136
2024
Q2 		$343 Sell
46
-12
-21% -$96 ﹤0.01% 702
2024
Q1 		$507 Buy
58
+18
+45% +$173 ﹤0.01% 625
2023
Q4 		$456 Hold
40
– – ﹤0.01% 490
2023
Q3 		$435 Hold
40
– – ﹤0.01% 453
2023
Q2 		$502 Hold
40
– – ﹤0.01% 441
2023
Q1 		$604 Sell
40
-28
-41% -$399 ﹤0.01% 488
2022
Q4 		$645 Buy
+68
New +$768 ﹤0.01% 400

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 40.91% 1-Year Est. Return

True Wealth Design's WBD Position: Q2 2026 in Review

True Wealth Design increased its Warner Bros (WBD) stake by 11% in Q2 2026, buying an estimated $1.6K and bringing the position to 589 shares worth $15.7K. The position accounts for ﹤0.01% of the portfolio, ranked #911.

True Wealth Design first reported a position in WBD in Q4 2022 and has held it in 15 quarters since. 1,310 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • True Wealth Design held 589 shares of Warner Bros worth $15.7K as of Q2 2026.
  • True Wealth Design bought 59 Warner Bros shares in Q2 2026, an estimated $1.6K.
  • Warner Bros made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #911 holding.
  • True Wealth Design first reported a position in Warner Bros in Q4 2022 and has held it in 15 quarters since.
  • 1,310 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.