Wealth Enhancement Advisory Services
WBD icon

Wealth Enhancement Advisory Services’s Warner Bros WBD Stock Holding History

Wealth Enhancement Advisory Services’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 		$3.11M Sell
123,775
-30,061
-20% -$842K 0.01% 1158
2025
Q4 		$4.38M Buy
153,836
+7,922
+5% +$185K 0.01% 1082
2025
Q3 		$2.71M Sell
145,914
-58,548
-29% -$798K ﹤0.01% 1271
2025
Q2 		$2.29M Sell
204,462
-17,312
-8% -$161K ﹤0.01% 1287
2025
Q1 		$2.38M Buy
221,774
+21,147
+11% +$221K ﹤0.01% 1160
2024
Q4 		$2.12M Buy
200,627
+18,552
+10% +$172K ﹤0.01% 1156
2024
Q3 		$1.5M Sell
182,075
-5,554
-3% -$43.4K ﹤0.01% 1194
2024
Q2 		$1.4M Buy
187,629
+30,138
+19% +$241K ﹤0.01% 1139
2024
Q1 		$1.37M Sell
157,491
-64,138
-29% -$618K ﹤0.01% 1101
2023
Q4 		$2.52M Sell
221,629
-36,790
-14% -$397K 0.01% 820
2023
Q3 		$2.81M Buy
258,419
+247,155
+2,194% +$3.08M 0.01% 742
2023
Q2 		$141K Sell
11,264
-950
-8% -$12.3K ﹤0.01% 505
2023
Q1 		$184K Buy
+12,214
New +$174K ﹤0.01% 510

Other funds holding WBD

BlackRock
BlackRock New York $5.7T 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $14.1B AUM 58.13% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SC
Sessa Capital New York $5.26B AUM 47.23% 1-Year Est. Return