Inlight Wealth Management, LLC WBD — WARNER BROS DISCOVERY INC COM SER A

Ownership history in Inlight Wealth Management, LLC  ·  6 quarters on record

AI Ownership Summary

Inlight Wealth Management, LLC reported WARNER BROS DISCOVERY INC COM SER A (WBD) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 1.65% in 2024 Q4. The latest visible filing shows WBD at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this WBD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Inlight Wealth Management, LLC's position in WARNER BROS DISCOVERY INC COM SER A, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

WBD was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.65% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

WBD stock page Inlight Wealth Management, LLC fund profile Inlight Wealth Management, LLC full holdings
How Inlight Wealth Management, LLC held WBD — position size vs. price
% of Fund (quarterly)    WBD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 12,409 +119 +1.0% 0.01% $31K 2026-05-04 $26.96
2025 Q4 REDUCED — — — 12,290 -488 -3.8% 0.01% $28K 2026-01-23 $28.58
2025 Q3 ADDED — — — 12,778 +104 +0.8% 0.02% $33K 2025-10-28 $20.99
2025 Q2 REDUCED 56.5% +64.6% ❌ 12,674 -16,441 -56.5% 0.01% $23K 2025-07-22 $12.85
2025 Q1 REDUCED 88.3% +6.8% ❌ 29,115 -219,133 -88.3% 0.12% $198K 2025-04-22 $7.95
2024 Q4 INITIATED — — — 248,248 — — 1.65% $2.5M 2025-02-13 $10.21

🏢 Other funds also holding WBD

As of 2026 Q1 — sorted by position size

Samson Rock Capital LLP 3Y 27.11% Hauser Brothers GmbH 23.86% MEDIATEL PARTNERS 3Y 7Y 18.64% PSquared Asset Management AG 3Y 7Y 15.89% Chieftain Capital Management, Inc. 3Y 7Y 15.51% Athos Capital Ltd 3Y 7Y 14.77% Credit Capital Investments LLC 3Y 7Y 12.58% CAXTON ASSOCIATES LLP 10.19% Harbor Island Capital LLC 3Y 7Y 9.91% SYQUANT CAPITAL SAS 3Y 9.47%

FAQ About Inlight Wealth Management, LLC and WBD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Inlight Wealth Management, LLC reported owning WBD?

Inlight Wealth Management, LLC reported WBD across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported WBD position in Inlight Wealth Management, LLC's portfolio?

The largest reported portfolio weight for WBD was 1.65% in 2024 Q4.

What is the latest reported WBD position on this page?

The most recent filing on this page is 2026 Q1, when Inlight Wealth Management, LLC reported 12,409 shares, equal to 0.01% of portfolio, with an estimated market value of $31K.

What does the chart on this WBD ownership page compare?

The chart compares Inlight Wealth Management, LLC's quarterly WBD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Inlight Wealth Management, LLC time their WBD position?

Based on 13F filing dates vs. subsequent WBD price moves, Inlight Wealth Management, LLC correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on WBD relative to SPY over the holding period was +91.7%.

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