Position in WRLD
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$1,360,438
+$851,068 QoQ
Shares Held
6,078
+61.1% QoQ
Ownership
0.130%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#64
of 198 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 30%
Shared 0%
None 70%
Common Shares in WRLD Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $378,618,329 across 29 Credit Services names. WRLD ranks #14 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
381,864 | $131,013,719 | |
| 2 | MA |
Mastercard Inc
|
145,492 | $74,724,691 | |
| 3 | AXP |
American Express Co
|
176,701 | $59,769,113 | |
| 4 | SYF |
Synchrony Financial
|
518,143 | $39,404,775 | |
| 5 | COF |
Capital One Financial Corp
|
161,861 | $32,472,553 | |
| 6 | ALLY |
Ally Financial Inc.
|
153,631 | $7,059,344 | |
| 7 | OMF |
OneMain Holdings, Inc.
|
112,687 | $6,870,526 | |
| 8 | PYPL |
PayPal Holdings, Inc.
|
113,928 | $4,919,411 |
All Filings in WRLD
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,360,438 | 6,078 | Shares | Sole | 2026-08-19 | |
| 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. | ||||||