WPC
WBD

Wedmont Private Capital’s Warner Bros WBD Stock Holding History

Wedmont Private Capital’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 		– Sell
-35,564
Closed -$946K – 1079
2026
Q2 		$946K Sell
35,564
-382
-1% -$10.3K 0.03% 363
2026
Q1 		$990K Buy
35,946
+4,093
+13% +$115K 0.03% 320
2025
Q4 		$911K Buy
31,853
+2,576
+9% +$60.2K 0.03% 314
2025
Q3 		$545K Buy
29,277
+2,415
+9% +$32.9K 0.02% 443
2025
Q2 		$309K Sell
26,862
-493
-2% -$4.6K 0.01% 561
2025
Q1 		$218K Buy
27,355
+4,446
+19% +$46.5K 0.01% 627
2024
Q4 		$222K Buy
22,909
+258
+1% +$2.4K 0.01% 635
2024
Q3 		$175K Buy
+22,651
New +$177K 0.01% 638
2024
Q1 		– Sell
-20,070
Closed -$229K – 629
2023
Q4 		$229K Buy
20,070
+8,430
+72% +$91K 0.02% 495
2023
Q3 		$123K Sell
11,640
-1,037
-8% -$12.9K 0.01% 486
2023
Q2 		$157K Sell
12,677
-3,484
-22% -$45.2K 0.02% 481
2023
Q1 		$249K Buy
+16,161
New +$230K 0.03% 391

Other funds holding WBD

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
SRC
Samson Rock Capital London, United Kingdom $24.8M AUM 98.05% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
SRS
Strong Retirement Solutions Silverdale, Washington $178M AUM 20.42% 1-Year Est. Return

Wedmont Private Capital's WBD Position: Q3 2026 in Review

Wedmont Private Capital sold out of Warner Bros (WBD) in Q3 2026, closing a stake of 35,564 shares — an estimated $946K sold.

Wedmont Private Capital first reported a position in WBD in Q1 2023 and held it in 12 quarters. The position peaked at $990K in Q1 2026. 48 funds tracked by Wall St. Rank hold WBD as of Q3 2026.

  • Wedmont Private Capital reported no remaining Warner Bros position as of Q3 2026 after selling out during the quarter.
  • Wedmont Private Capital sold 35,564 Warner Bros shares in Q3 2026, an estimated $946K.
  • Wedmont Private Capital first reported a position in Warner Bros in Q1 2023 and held it in 12 quarters.
  • Wedmont Private Capital's Warner Bros position peaked at $990K in Q1 2026.
  • 48 funds tracked by Wall St. Rank held Warner Bros as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.