WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in WBD — Warner Bros. Discovery, Inc.
CIK 1632972
PLYMOUTH, MN
Position in WBD
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$4,719,246
+$1,320,385 QoQ
Shares Held
177,016
+43.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#356
of 1,306 holders
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in WBD Over Time
Shares Held
Position Value (USD)
Position in Entertainment
Communication Services · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $163,337,335 across 20 Entertainment names. WBD ranks #3 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DIS |
Walt Disney Co
|
726,540 | $69,929,475 | |
| 2 | NFLX |
Netflix Inc
|
945,955 | $67,541,187 | |
| 3 | WBD |
Warner Bros. Discovery, Inc.
This page
|
177,016 | $4,719,246 | |
| 4 | NWSA |
News Corp
|
176,802 | $4,389,993 | |
| 5 | ROKU |
Roku, Inc
|
28,039 | $3,873,307 | |
| 6 | SIRI |
Sirius Xm Holdings Inc.
|
121,642 | $3,593,304 | |
| 7 | VSNT |
Versant Media Group, Inc.
|
52,908 | $1,905,217 | |
| 8 | FOXA |
Fox Corp
|
21,528 | $1,122,900 |
All Filings in WBD
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,719,246 | 177,016 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $3,398,861 | 123,775 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $4,433,553 | 153,836 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $2,849,700 | 145,914 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,343,134 | 204,462 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $2,379,635 | 221,774 | Shares | Sole | 2025-04-16 | |
| 2024-09-30 | $1,502,118 | 182,075 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,395,959 | 187,629 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,374,896 | 157,491 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $2,522,138 | 221,629 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $2,806,430 | 258,419 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $141,250 | 11,264 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $184,431 | 12,214 | Shares | Sole | 2023-04-25 | |
| No filing history on record for this holder in this stock. | ||||||