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Wiser Advisor Group’s Warner Bros WBD Stock Holding History

Wiser Advisor 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
2025
Q4 		– Sell
-2
Closed -$39 – 254
2025
Q3 		$39 Buy
+2
New +$27 ﹤0.01% 248
2025
Q2 		– Sell
-2
Closed -$21 – 258
2025
Q1 		$21 Hold
2
– – ﹤0.01% 275
2024
Q4 		$21 Hold
2
– – ﹤0.01% 268
2024
Q3 		$17 Hold
2
– – ﹤0.01% 261
2024
Q2 		$15 Hold
2
– – ﹤0.01% 303
2024
Q1 		$17 Hold
2
– – ﹤0.01% 305
2023
Q4 		$23 Buy
+2
New +$22 ﹤0.01% 303

Other funds holding WBD

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
SC
Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Wiser Advisor Group's WBD Position: Q4 2025 in Review

Wiser Advisor Group sold out of Warner Bros (WBD) in Q4 2025, closing a stake of 2 shares — an estimated $39 sold.

Wiser Advisor Group first reported a position in WBD in Q4 2023 and held it in 7 quarters. The position peaked at $39 in Q3 2025. 1,317 funds tracked by Wall St. Rank hold WBD as of Q4 2025.

  • Wiser Advisor Group reported no remaining Warner Bros position as of Q4 2025 after selling out during the quarter.
  • Wiser Advisor Group sold 2 Warner Bros shares in Q4 2025, an estimated $39.
  • Wiser Advisor Group first reported a position in Warner Bros in Q4 2023 and held it in 7 quarters.
  • Wiser Advisor Group's Warner Bros position peaked at $39 in Q3 2025.
  • 1,317 funds tracked by Wall St. Rank held Warner Bros as of Q4 2025.

Based on Wiser Advisor Group's 13F filing for Q4 2025, filed 9 Feb 2026.