Position in WRLD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,608,217
+$935,314 QoQ
Shares Held
7,185
+44.2% QoQ
Ownership
0.154%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#57
of 198 holders
Holding Since
Mar 2023
4 quarters on record
Voting authority
Sole 3%
Shared 23%
None 74%
Common Shares in WRLD Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Cerity Partners LLC holds $822,843,665 across 24 Credit Services names. WRLD ranks #14 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
1,173,343 | $402,562,248 | |
| 2 | MA |
Mastercard Inc
|
397,899 | $204,360,925 | |
| 3 | COF |
Capital One Financial Corp
|
381,508 | $76,538,134 | |
| 4 | AXP |
American Express Co
|
218,769 | $73,998,612 | |
| 5 | SYF |
Synchrony Financial
|
198,493 | $15,095,392 | |
| 6 | OMF |
OneMain Holdings, Inc.
|
176,387 | $10,754,314 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
227,261 | $9,813,128 | |
| 8 | ALLY |
Ally Financial Inc.
|
133,619 | $6,139,792 |
All Filings in WRLD
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,608,217 | 7,185 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $672,903 | 4,983 | Shares | Other | 2026-05-15 | |
| 2025-09-30 | $226,478 | 1,339 | Shares | Sole | 2025-10-22 | |
| 2023-03-31 | $4,747 | 57 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||