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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
Q3 		$152K Hold
4,900
– – 0.02% 311
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

Other funds holding WBD

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
SRC
Samson Rock Capital London, United Kingdom $24.8M AUM 98.05% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Wealth Enhancement Trust Services's WBD Position: Q3 2026 in Review

Wealth Enhancement Trust Services held its Warner Bros (WBD) position steady in Q3 2026 at 4,900 shares worth $152K. The position accounts for 0.02% of the portfolio, ranked #311.

Wealth Enhancement Trust Services first reported a position in WBD in Q4 2025 and has held it in 4 quarters since. The position peaked at $319K in Q4 2025. 77 funds tracked by Wall St. Rank hold WBD as of Q3 2026.

  • Wealth Enhancement Trust Services held 4,900 shares of Warner Bros worth $152K as of Q3 2026.
  • Wealth Enhancement Trust Services left its Warner Bros share count unchanged in Q3 2026.
  • Warner Bros made up 0.02% of Wealth Enhancement Trust Services's portfolio in Q3 2026, its #311 holding.
  • Wealth Enhancement Trust Services first reported a position in Warner Bros in Q4 2025 and has held it in 4 quarters since.
  • Wealth Enhancement Trust Services's Warner Bros position peaked at $319K in Q4 2025.
  • 77 funds tracked by Wall St. Rank held Warner Bros as of Q3 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q3 2026, filed 7 Oct 2026.