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

Wealth Enhancement Trust 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 		$131K Sell
4,900
-6,175
-56% -$167K 0.01% 338
2026
Q1 		$304K Hold
11,075
– – 0.04% 245
2025
Q4 		$319K Buy
+11,075
New +$259K 0.04% 226

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Norges Bank
Norges Bank Oslo, Norway $1T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

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

Wealth Enhancement Trust Services reduced its Warner Bros (WBD) stake by 56% in Q2 2026, selling an estimated $167K and leaving 4,900 shares worth $131K. The position accounts for 0.01% of the portfolio, ranked #338.

Wealth Enhancement Trust Services first reported a position in WBD in Q4 2025 and has held it in 3 quarters since. The position peaked at $319K in Q4 2025. 929 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • Wealth Enhancement Trust Services held 4,900 shares of Warner Bros worth $131K as of Q2 2026.
  • Wealth Enhancement Trust Services sold 6,175 Warner Bros shares in Q2 2026, an estimated $167K.
  • Warner Bros made up 0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #338 holding.
  • Wealth Enhancement Trust Services first reported a position in Warner Bros in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's Warner Bros position peaked at $319K in Q4 2025.
  • 929 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

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