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Whalen Wealth Management Adds Walt Disney Shares
Investment firm buys 6,172 shares of entertainment giant in Q4
Apr. 4, 2026 at 12:13pm
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Whalen Wealth Management Inc. purchased a new position in The Walt Disney Company (NYSE:DIS) during the fourth quarter, according to a recent SEC filing. The firm acquired 6,172 shares of the entertainment company's stock, valued at approximately $702,000.
Why it matters
This investment by Whalen Wealth Management reflects ongoing institutional interest in Disney, one of the world's largest media and entertainment conglomerates. Disney's diverse portfolio of content, theme parks, and consumer products continues to attract investors despite recent challenges.
The details
According to the 13F filing, Whalen Wealth Management purchased the 6,172 Disney shares in the fourth quarter of 2025. The investment firm did not previously hold a position in Disney stock. The purchase was valued at around $702,000 based on Disney's share price at the time.
- Whalen Wealth Management acquired the Disney shares in Q4 2025.
The players
Whalen Wealth Management Inc.
An investment management firm that purchased a new position in The Walt Disney Company.
The Walt Disney Company
A diversified global entertainment and media conglomerate headquartered in Burbank, California.
The takeaway
Whalen Wealth Management's investment in Disney reflects the company's continued appeal to institutional investors, despite recent challenges. Disney's diverse portfolio of content, theme parks, and consumer products continues to make it an attractive long-term holding.
