Position in WBD
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,938,560
+$1,258,445 QoQ
Shares Held
143,429
+54.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 28%
Shared 0%
None 72%
Common Shares in WBD Over Time
Shares Held
Position Value (USD)
Position in Entertainment
Communication Services · as of Mar 31, 2026Focus Partners Wealth holds $261,843,750 across 14 Entertainment names. WBD ranks #5 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NFLX |
Netflix Inc
|
1,538,950 | $147,970,042 | |
| 2 | DIS |
Walt Disney Co
|
887,157 | $85,504,191 | |
| 3 | LYV |
Live Nation Entertainment, Inc.
|
50,824 | $7,751,168 | |
| 4 | BATRA |
Atlanta Braves Holdings, Inc.
|
100,272 | $4,727,824 | |
| 5 | WBD |
Warner Bros. Discovery, Inc.
This page
|
143,429 | $3,938,560 | |
| 6 | ROKU |
Roku, Inc
|
30,662 | $2,901,238 | |
| 7 | NWSA |
News Corp
|
96,017 | $2,393,703 | |
| 8 | FOXA |
Fox Corp
|
33,387 | $1,949,800 |
All Filings in WBD
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,938,560 | 143,429 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,680,115 | 92,995 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,613,920 | 82,638 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $831,285 | 72,538 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,253,489 | 116,821 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $699,797 | 66,206 | Shares | Sole | 2025-05-29 | |
| 2024-09-30 | $804,952 | 97,570 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $521,856 | 70,142 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $283,323 | 32,454 | Shares | Sole | 2024-05-16 | |
| No filing history on record for this holder in this stock. | ||||||