WAG
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Wilkerson Advisory Group’s Warner Bros WBD Stock Holding History

Wilkerson Advisory 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 		$106K Buy
3,958
+43
+1% +$1.16K 0.03% 157
2026
Q1 		$108K Buy
3,915
+266
+7% +$7.45K 0.04% 136
2025
Q4 		$105K Buy
+3,649
New +$85.3K 0.04% 119

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

Wilkerson Advisory Group's WBD Position: Q2 2026 in Review

Wilkerson Advisory Group increased its Warner Bros (WBD) stake by 1.1% in Q2 2026, buying an estimated $1.16K and bringing the position to 3,958 shares worth $106K. The position accounts for 0.03% of the portfolio, ranked #157.

Wilkerson Advisory Group first reported a position in WBD in Q4 2025 and has held it in 3 quarters since. The position peaked at $108K in Q1 2026. 1,308 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • Wilkerson Advisory Group held 3,958 shares of Warner Bros worth $106K as of Q2 2026.
  • Wilkerson Advisory Group bought 43 Warner Bros shares in Q2 2026, an estimated $1.16K.
  • Warner Bros made up 0.03% of Wilkerson Advisory Group's portfolio in Q2 2026, its #157 holding.
  • Wilkerson Advisory Group first reported a position in Warner Bros in Q4 2025 and has held it in 3 quarters since.
  • Wilkerson Advisory Group's Warner Bros position peaked at $108K in Q1 2026.
  • 1,308 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.