SIMA Wealth Partners »

Warner Bros. Discovery shares owned by SIMA Wealth Partners

Quarter-by-quarter ownership of Warner Bros. Discovery (WBD) shares owned by SIMA Wealth Partners from 13F filings

Historical chart of SIMA Wealth Partners investment in Warner Bros. Discovery

Tip: Access up to 7 years of quarterly data

All positions including Warner Bros. Discovery held by SIMA Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Warner Bros. Discovery by SIMA Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.6k 95 27.46
2025-12-31 $5.0k 174 28.82
2025-09-30 $3.7k 189 19.53

More positions owned by SIMA Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Usd Inv Grde Etf (USIG)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Spdr Series Trust State Street Spd (SPYG)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Mbs Etf (MBB)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Spdr Series Trust State Street Spd (SPYV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Spdr Series Trust State Street Spd (SPMD)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)

View all positions for SIMA Wealth Partners

Top funds holding Warner Bros. Discovery

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Vanguard Portfolio Management
Geode Capital Management
Pentwater Capital Management
Millennium Management
Citadel Advisors
Goldman Sachs Group
Susquehanna International
Harris Associates L.P
Sessa Capital IM
Morgan Stanley
FMR

View all funds holding Warner Bros. Discovery