Position in WRLD
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$509,370
+$294,153 QoQ
Shares Held
3,772
+146.1% QoQ
Ownership
0.081%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 24%
Shared 0%
None 76%
Common Shares in WRLD Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026MERCER GLOBAL ADVISORS INC /ADV holds $292,781,355 across 27 Credit Services names. WRLD ranks #17 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
329,387 | $99,553,926 | |
| 2 | MA |
Mastercard Inc
|
96,631 | $48,282,645 | |
| 3 | AXP |
American Express Co
|
155,940 | $47,168,731 | |
| 4 | SYF |
Synchrony Financial
|
670,533 | $45,609,654 | |
| 5 | COF |
Capital One Financial Corp
|
126,403 | $23,059,699 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
149,025 | $6,740,400 | |
| 7 | ALLY |
Ally Financial Inc.
|
115,683 | $4,538,244 | |
| 8 | OMF |
OneMain Holdings, Inc.
|
56,175 | $3,004,800 |
All Filings in WRLD
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $509,370 | 3,772 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $215,217 | 1,533 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $252,695 | 1,494 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||