The Walt Disney Company
MX ˙ BMV ˙ BE0974349814
SecurityMX:DIS / The Walt Disney Company
InstitutionWealthfront Advisers Llc
Latest Disclosed Ownership130,050 shares
Latest Disclosed Value $ 12,534,219
Wealthfront Advisers Llc reports 4.22% increase in ownership of DIS / The Walt Disney Company

On May 5, 2026 - Wealthfront Advisers Llc filed a 13F-HR form disclosing ownership of 130,050 shares of The Walt Disney Company (MX:DIS) valued at $12,534,219 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 124,788 shares of The Walt Disney Company. This represents a change in shares of 4.22% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-05 2026-03-31 13F DISNEY WALT COM 254687106 130,050 5,262 4.22 12,534 -11.71 0.0275
2026-01-30 2025-12-31 13F DISNEY WALT COM 254687106 124,788 -15,854 -11.27 14,197 -11.84 0.0317
2025-11-06 2025-09-30 13F DISNEY WALT COM 254687106 140,642 -3,101 -2.16 16,104 -9.66 0.0378
2025-07-31 2025-06-30 13F DISNEY WALT COM 254687106 143,743 24,628 20.68 17,826 51.62 0.0459
2025-05-02 2025-03-31 13F DISNEY WALT COM 254687106 119,115 3,298 2.85 11,757 -8.84 0.0316
2025-04-01 2024-12-31 13F/A-1 DISNEY WALT COM 254687106 115,817 20,818 21.91 12,896 41.14 0.0377
2025-02-07 2024-12-31 13F DISNEY WALT COM 254687106 58,973 -36,026 5,904 0.0178
2024-11-12 2024-09-30 13F DISNEY WALT COM 254687106 94,999 -8,184 -7.93 9,138 -10.82 0.0281
2024-08-14 2024-06-30 13F DISNEY WALT COM 254687106 103,183 2,214 2.19 10,245 -17.07 0.0345
2024-04-19 2024-03-31 13F DISNEY WALT COM 254687106 100,969 8,784 9.53 12,355 48.43 0.0432
2024-02-09 2023-12-31 13F DISNEY WALT COM 254687106 92,185 52,862 134.43 8,323 161.15 0.0320
2023-11-01 2023-09-30 13F DISNEY WALT COM 254687106 39,323 -10,171 -20.55 3,187 -27.86 0.0137
2023-08-07 2023-06-30 13F DISNEY WALT COM 254687106 49,494 -46,365 -48.37 4,419 -53.97 0.0187
2023-04-28 2023-03-31 13F DISNEY WALT COM 254687106 95,859 40,736 73.90 9,598 100.42 0.0436
2023-02-10 2022-12-31 13F DISNEY WALT COM 254687106 55,123 -61,796 -52.85 4,789 -56.58 0.0232
2022-11-14 2022-09-30 13F DISNEY WALT COM 254687106 116,919 44,271 60.94 11,029 60.82 0.0586
2022-07-20 2022-06-30 13F DISNEY WALT COM 254687106 72,648 -27,547 -27.49 6,858 -50.10 0.0345
2022-05-16 2022-03-31 13F DISNEY WALT COM 254687106 100,195 -17,344 -14.76 13,743 -24.51 0.0602
2022-01-21 2021-12-31 13F DISNEY WALT COM 254687106 117,539 15,798 15.53 18,206 5.78 0.0770
2021-11-15 2021-09-30 13F DISNEY WALT COM 254687106 101,741 15,501 17.97 17,211 13.54 0.0797
2021-08-16 2021-06-30 13F DISNEY WALT COM 254687106 86,240 -4,592 -5.06 15,158 -9.56 0.0720
2021-05-14 2021-03-31 13F DISNEY WALT COM 254687106 90,832 4,462 5.17 16,760 7.10 0.0897
2021-02-16 2020-12-31 13F DISNEY WALT COM 254687106 86,370 4,066 4.94 15,649 53.24 0.0941
2020-11-16 2020-09-30 13F DISNEY WALT COM DISNEY 254687106 82,304 6,122 8.04 10,212 20.21 0.0730
2020-08-14 2020-06-30 13F DISNEY WALT COM DISNEY 254687106 76,182 39,630 108.42 8,495 140.58 0.0659
2020-05-15 2020-03-31 13F DISNEY WALT COM DISNEY 254687106 36,552 -28,565 -43.87 3,531 -62.51 0.0321
2020-01-21 2019-12-31 13F DISNEY WALT COM DISNEY 254687106 65,117 1,813 2.86 9,418 14.16 0.0698
2019-10-15 2019-09-30 13F DISNEY WALT COM DISNEY 254687106 63,304 -4,646 -6.84 8,250 -13.06 0.0692
2019-08-13 2019-06-30 13F DISNEY WALT COM DISNEY 254687106 67,950 -5,147 -7.04 9,489 16.92 0.0824
2019-05-13 2019-03-31 13F DISNEY WALT COM DISNEY 254687106 73,097 25,318 52.99 8,116 54.92 0.0752
2019-02-14 2018-12-31 13F DISNEY WALT COM DISNEY 254687106 47,779 47,779 5,239 0.0557
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.