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Whipplewood Advisors’s Warner Bros WBD Stock Holding History

Whipplewood Advisors’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 		$10.9K Sell
408
-58
-12% -$1.57K 0.01% 240
2026
Q1 		$12.8K Buy
466
+58
+14% +$1.62K 0.01% 448
2025
Q4 		$11.8K Hold
408
– – 0.01% 272
2025
Q3 		$7.97K Sell
408
-151
-27% -$2.06K 0.01% 271
2025
Q2 		$6.41K Sell
559
-31
-5% -$289 ﹤0.01% 647
2025
Q1 		$6.52K Sell
590
-50
-8% -$523 ﹤0.01% 644
2024
Q4 		$6.77K Buy
+640
New +$5.95K ﹤0.01% 629

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

Whipplewood Advisors's WBD Position: Q2 2026 in Review

Whipplewood Advisors reduced its Warner Bros (WBD) stake by 12% in Q2 2026, selling an estimated $1.57K and leaving 408 shares worth $10.9K. The position accounts for 0.01% of the portfolio, ranked #240.

Whipplewood Advisors first reported a position in WBD in Q4 2024 and has held it in 7 quarters since. The position peaked at $12.8K in Q1 2026. 1,310 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • Whipplewood Advisors held 408 shares of Warner Bros worth $10.9K as of Q2 2026.
  • Whipplewood Advisors sold 58 Warner Bros shares in Q2 2026, an estimated $1.57K.
  • Warner Bros made up 0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #240 holding.
  • Whipplewood Advisors first reported a position in Warner Bros in Q4 2024 and has held it in 7 quarters since.
  • Whipplewood Advisors's Warner Bros position peaked at $12.8K in Q1 2026.
  • 1,310 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.