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
Q2 		$4.37M Buy
177,016
+53,241
+43% +$1.44M 0.01% 1095
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 $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

Wealth Enhancement Advisory Services's WBD Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Warner Bros (WBD) stake by 43% in Q2 2026, buying an estimated $1.44M and bringing the position to 177,016 shares worth $4.37M. The position accounts for 0.01% of the portfolio, ranked #1095.

Wealth Enhancement Advisory Services first reported a position in WBD in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.38M in Q4 2025. 1,312 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • Wealth Enhancement Advisory Services held 177,016 shares of Warner Bros worth $4.37M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 53,241 Warner Bros shares in Q2 2026, an estimated $1.44M.
  • Warner Bros made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1095 holding.
  • Wealth Enhancement Advisory Services first reported a position in Warner Bros in Q1 2023 and has held it in 14 quarters since.
  • Wealth Enhancement Advisory Services's Warner Bros position peaked at $4.38M in Q4 2025.
  • 1,312 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.