WA
WBD icon

Wealth Alliance’s Warner Bros WBD Stock Holding History

Wealth Alliance’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
2025
Q2 		– Sell
-17,117
Closed -$184K – 570
2025
Q1 		$184K Sell
17,117
-25
-0.1% -$261 0.02% 499
2024
Q4 		$181K Sell
17,142
-1,772
-9% -$16.5K 0.02% 481
2024
Q3 		$156K Buy
18,914
+139
+0.7% +$1.09K 0.02% 508
2024
Q2 		$140K Buy
18,775
+1,789
+11% +$14.3K 0.02% 497
2024
Q1 		$148K Sell
16,986
-7,145
-30% -$68.9K 0.02% 502
2023
Q4 		$275K Sell
24,131
-570
-2% -$6.15K 0.04% 406
2023
Q3 		$268K Sell
24,701
-653
-3% -$8.15K 0.04% 381
2023
Q2 		$318K Sell
25,354
-157
-0.6% -$2.04K 0.05% 361
2023
Q1 		$385K Buy
25,511
+7,956
+45% +$113K 0.06% 291
2022
Q4 		$166K Sell
17,555
-6,021
-26% -$68K 0.03% 468
2022
Q3 		$272K Buy
23,576
+337
+1% +$4.58K 0.05% 346
2022
Q2 		$312K Buy
+23,239
New +$431K 0.06% 315

Other funds holding WBD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealth Alliance's WBD Position: Q2 2025 in Review

Wealth Alliance sold out of Warner Bros (WBD) in Q2 2025, closing a stake of 17,117 shares — an estimated $184K sold.

Wealth Alliance first reported a position in WBD in Q2 2022 and held it in 12 quarters. The position peaked at $385K in Q1 2023. 1,156 funds tracked by Wall St. Rank hold WBD as of Q2 2025.

  • Wealth Alliance reported no remaining Warner Bros position as of Q2 2025 after selling out during the quarter.
  • Wealth Alliance sold 17,117 Warner Bros shares in Q2 2025, an estimated $184K.
  • Wealth Alliance first reported a position in Warner Bros in Q2 2022 and held it in 12 quarters.
  • Wealth Alliance's Warner Bros position peaked at $385K in Q1 2023.
  • 1,156 funds tracked by Wall St. Rank held Warner Bros as of Q2 2025.

Based on Wealth Alliance's 13F filing for Q2 2025, filed 8 Aug 2025.