Position in WRLD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$568,528
+$346,523 QoQ
Shares Held
2,540
+54.5% QoQ
Ownership
0.054%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#93
of 198 holders
Holding Since
Jun 2020
12 quarters on record
Voting authority
Sole 28%
Shared 0%
None 72%
Common Shares in WRLD Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026CAPTRUST FINANCIAL ADVISORS holds $798,159,291 across 22 Credit Services names. WRLD ranks #17 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
640,793 | $329,111,284 | |
| 2 | V |
Visa Inc.
|
839,642 | $288,072,773 | |
| 3 | AXP |
American Express Co
|
202,593 | $68,527,082 | |
| 4 | AGM |
Federal Agricultural Mortgage Corp
|
327,467 | $65,254,349 | |
| 5 | COF |
Capital One Financial Corp
|
103,091 | $20,682,116 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
107,853 | $4,657,092 | |
| 7 | FCFS |
FirstCash Holdings, Inc.
|
13,999 | $3,028,263 | |
| 8 | ALLY |
Ally Financial Inc.
|
60,074 | $2,760,400 |
All Filings in WRLD
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $568,528 | 2,540 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $222,005 | 1,644 | Shares | Sole | 2026-05-15 | |
| 2022-09-30 | $200,804 | 2,074 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $436,164 | 3,886 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $749,518 | 3,907 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $895,819 | 3,650 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $741,447 | 3,911 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $594,810 | 3,712 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $506,323 | 3,902 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $292,349 | 2,860 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $301,873 | 2,860 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $186,732 | 2,850 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||