Position in WBD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,022,384
+$18,886 QoQ
Shares Held
38,349
+4.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#528
of 1,306 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 29%
Shared 0%
None 71%
Common Shares in WBD Over Time
Shares Held
Position Value (USD)
Position in Entertainment
Communication Services · as of Jun 30, 2026Waverly Advisors, LLC holds $34,170,090 across 10 Entertainment names. WBD ranks #3 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DIS |
Walt Disney Co
|
188,349 | $18,128,591 | |
| 2 | NFLX |
Netflix Inc
|
170,176 | $12,150,566 | |
| 3 | WBD |
Warner Bros. Discovery, Inc.
This page
|
38,349 | $1,022,384 | |
| 4 | ROKU |
Roku, Inc
|
4,354 | $601,461 | |
| 5 | BATRA |
Atlanta Braves Holdings, Inc.
|
10,370 | $556,234 | |
| 6 | NWSA |
News Corp
|
18,849 | $468,820 | |
| 7 | TKO |
TKO Group Holdings, Inc.
|
1,866 | $375,644 | |
| 8 | FWONA |
Liberty Media Corp
|
3,901 | $371,141 |
All Filings in WBD
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,022,384 | 38,349 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,003,498 | 36,544 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $998,757 | 34,655 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $523,442 | 26,802 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $286,545 | 25,004 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $283,754 | 26,445 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $285,654 | 27,025 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $170,387 | 20,653 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $155,815 | 20,943 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $221,689 | 25,394 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $238,456 | 20,954 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $243,817 | 22,451 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $283,190 | 22,583 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $300,760 | 19,918 | Shares | Other | 2023-05-16 | |
| 2022-12-31 | $185,390 | 19,556 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $239,395 | 20,817 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $211,982 | 15,796 | Shares | Other | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||