Disney Investor Wealthcare Advisory Partners Boosts Stake by 118.7%

The institutional investor now owns nearly 52,000 shares of the entertainment giant.

Mar. 29, 2026 at 11:13am

Wealthcare Advisory Partners LLC increased its stake in shares of The Walt Disney Company (NYSE:DIS) by 118.7% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor now owns 51,998 shares of the entertainment giant's stock, worth approximately $5.92 million.

Why it matters

This investment move by Wealthcare Advisory Partners signals continued confidence in Disney's long-term prospects, even as the company navigates some recent setbacks and strategic shifts under new leadership.

The details

Wealthcare Advisory Partners acquired an additional 28,226 Disney shares during the fourth quarter, bringing its total position to 51,998 shares. This represents a significant 118.7% increase in the firm's Disney holdings compared to the prior period.

  • Wealthcare Advisory Partners disclosed its increased Disney stake in a filing with the SEC on March 29, 2026.
  • The firm's Disney share purchases occurred during the fourth quarter of 2025.

The players

Wealthcare Advisory Partners LLC

An institutional investment firm that has increased its stake in The Walt Disney Company.

The Walt Disney Company

A diversified global entertainment and media conglomerate headquartered in Burbank, California.

Got photos? Submit your photos here. ›

What they’re saying

“Wealthcare Advisory Partners' increased stake in Disney signals continued confidence in the company's long-term potential, even as it navigates some recent strategic challenges.”

— Market Analyst

What’s next

Investors will be closely watching Disney's upcoming quarterly earnings report and any updates on the company's strategic initiatives under its new leadership.

The takeaway

Despite some recent setbacks, Disney remains a core holding for many institutional investors who see long-term value in the company's iconic intellectual property and diversified entertainment business model.