Wealthspire Advisors (New York)
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Wealthspire Advisors (New York)’s Warner Music WMG Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-986
Closed -$33.6K – 2902
2025
Q3 		$33.6K Buy
+986
New +$31.4K ﹤0.01% 1402

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DCP
Darsana Capital Partners New York $22.3B AUM 42.01% 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
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Wealthspire Advisors (New York)'s WMG Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Warner Music (WMG) in Q4 2025, closing a stake of 986 shares — an estimated $33.6K sold.

Wealthspire Advisors (New York) first reported a position in WMG in Q3 2025 and held it in 1 quarter. The position peaked at $33.6K in Q3 2025. 302 funds tracked by Wall St. Rank hold WMG as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Warner Music position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 986 Warner Music shares in Q4 2025, an estimated $33.6K.
  • Wealthspire Advisors (New York) first reported a position in Warner Music in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Warner Music position peaked at $33.6K in Q3 2025.
  • 302 funds tracked by Wall St. Rank held Warner Music as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.