WANY
WBD

Wealthspire Advisors (New York)’s Warner Bros WBD Stock Holding History

Wealthspire Advisors (New York)’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 		$889K Buy
33,340
+1,905
+6% +$51.5K ﹤0.01% 584
2026
Q1 		$863K Sell
31,435
-29,676
-49% -$831K 0.01% 437
2025
Q4 		$1.76M Buy
61,111
+34,355
+128% +$803K 0.01% 314
2025
Q3 		$523K Buy
26,756
+6,143
+30% +$83.7K ﹤0.01% 524
2025
Q2 		$236K Sell
20,613
-1,441
-7% -$13.4K ﹤0.01% 736
2025
Q1 		$237K Sell
22,054
-162
-0.7% -$1.69K ﹤0.01% 703
2024
Q4 		$235K Buy
22,216
+1,749
+9% +$16.3K ﹤0.01% 703
2024
Q3 		$169K Sell
20,467
-7,417
-27% -$58K ﹤0.01% 721
2024
Q2 		$207K Buy
27,884
+8,763
+46% +$70.2K ﹤0.01% 615
2024
Q1 		$167K Sell
19,121
-3,937
-17% -$37.9K ﹤0.01% 617
2023
Q4 		$262K Buy
23,058
+380
+2% +$4.1K ﹤0.01% 556
2023
Q3 		$246K Buy
22,678
+4,521
+25% +$56.4K ﹤0.01% 521
2023
Q2 		$228K Sell
18,157
-2,795
-13% -$36.3K ﹤0.01% 503
2023
Q1 		$316K Sell
20,952
-2,466
-11% -$35.1K 0.01% 427
2022
Q4 		$222K Buy
23,418
+555
+2% +$6.27K ﹤0.01% 522
2022
Q3 		$263K Buy
22,863
+2,958
+15% +$40.2K 0.01% 434
2022
Q2 		$267K Buy
+19,905
New +$369K 0.01% 423
2019
Q1 		– Sell
-131
Closed -$3K – 789
2018
Q4 		$3K Buy
+131
New +$3.99K ﹤0.01% 726

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 $3.38T AUM 44.17% 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

Wealthspire Advisors (New York)'s WBD Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Warner Bros (WBD) stake by 6.1% in Q2 2026, buying an estimated $51.5K and bringing the position to 33,340 shares worth $889K. The position accounts for ﹤0.01% of the portfolio, ranked #584.

Wealthspire Advisors (New York) first reported a position in WBD in Q4 2018 and has held it in 18 quarters since. The position peaked at $1.76M in Q4 2025. 1,319 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • Wealthspire Advisors (New York) held 33,340 shares of Warner Bros worth $889K as of Q2 2026.
  • Wealthspire Advisors (New York) bought 1,905 Warner Bros shares in Q2 2026, an estimated $51.5K.
  • Warner Bros made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #584 holding.
  • Wealthspire Advisors (New York) first reported a position in Warner Bros in Q4 2018 and has held it in 18 quarters since.
  • Wealthspire Advisors (New York)'s Warner Bros position peaked at $1.76M in Q4 2025.
  • 1,319 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.