Wealth Enhancement Advisory Services
WMG icon

Wealth Enhancement Advisory Services’s Warner Music WMG Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio WMG Stock Details WMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$409K Buy
14,124
+866
+7% +$25.8K ﹤0.01% 2881
2026
Q1 		$346K Buy
13,258
+5,278
+66% +$150K ﹤0.01% 2635
2025
Q4 		$239K Buy
+7,980
New +$244K ﹤0.01% 3124

Other funds holding WMG

IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
DCP
Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.27B AUM 18.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its Warner Music (WMG) stake by 6.5% in Q2 2026, buying an estimated $25.8K and bringing the position to 14,124 shares worth $409K. The position accounts for ﹤0.01% of the portfolio, ranked #2881.

Wealth Enhancement Advisory Services first reported a position in WMG in Q4 2025 and has held it in 3 quarters since. 336 funds tracked by Wall St. Rank hold WMG as of Q2 2026.

  • Wealth Enhancement Advisory Services held 14,124 shares of Warner Music worth $409K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 866 Warner Music shares in Q2 2026, an estimated $25.8K.
  • Warner Music made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2881 holding.
  • Wealth Enhancement Advisory Services first reported a position in Warner Music in Q4 2025 and has held it in 3 quarters since.
  • 336 funds tracked by Wall St. Rank held Warner Music as of Q2 2026.

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