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Westwood Holdings Group’s Warner Bros WBD Stock Holding History

Westwood Holdings Group’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 		$804K Buy
30,163
+13,819
+85% +$374K 0.01% 389
2026
Q1 		$449K Buy
+16,344
New +$458K ﹤0.01% 396
2022
Q2 		– Sell
-36,434
Closed -$908K – 492
2022
Q1 		$908K Buy
36,434
+2,087
+6% +$57.3K 0.01% 363
2021
Q4 		$809K Buy
34,347
+9,950
+41% +$248K 0.01% 358
2021
Q3 		$619K Sell
24,397
-81
-0.3% -$2.28K 0.01% 367
2021
Q2 		$751K Buy
+24,478
New +$849K 0.01% 363

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 $3.37T AUM 44.26% 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 40.91% 1-Year Est. Return

Westwood Holdings Group's WBD Position: Q2 2026 in Review

Westwood Holdings Group increased its Warner Bros (WBD) stake by 85% in Q2 2026, buying an estimated $374K and bringing the position to 30,163 shares worth $804K. The position accounts for 0.01% of the portfolio, ranked #389.

Westwood Holdings Group first reported a position in WBD in Q2 2021 and has held it in 6 quarters since. The position peaked at $908K in Q1 2022. 1,308 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • Westwood Holdings Group held 30,163 shares of Warner Bros worth $804K as of Q2 2026.
  • Westwood Holdings Group bought 13,819 Warner Bros shares in Q2 2026, an estimated $374K.
  • Warner Bros made up 0.01% of Westwood Holdings Group's portfolio in Q2 2026, its #389 holding.
  • Westwood Holdings Group first reported a position in Warner Bros in Q2 2021 and has held it in 6 quarters since.
  • Westwood Holdings Group's Warner Bros position peaked at $908K in Q1 2022.
  • 1,308 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Westwood Holdings Group's 13F filing for Q2 2026, filed 14 Aug 2026.