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WU · Western Union CO · Held by Funds

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$6.74 +0.09 (+1.35%) At close · Nov 13 Play latest call Q3 2026 earnings call transcript
S&P 600 member Russell 1000 member Rebalance outlook locked
Market Cap
$2.10B
Shares
312.06M
Volume · Nov 13 7.69M Avg daily vol (3M) 8.6M

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.

Fund Ownership of WU by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 30.14% of shares outstanding.

Fund type Of shares outstanding Shares
Index funds 3.86% 12,049,797
Index ETFs 26.28% 82,018,849
Active ETFs 1.39% 4,328,328
Active funds 15.90% 49,611,801
Unclassified 0.28% 863,988
All registered funds 47.71% 148,872,763
How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Funds holding WU

381 fund positions
Fund Balance Value % of Fund Open
iShares Core S&P Small-Cap ETF 16,847,351 $129,724,603 0.12%
Capital Income Builder 14,269,948 $90,756,869 0.07%
VANGUARD TOTAL STOCK MARKET INDEX FUND 9,897,042 $76,207,223 0.00%
Schwab U.S. Dividend Equity ETF 8,564,498 $61,321,806 0.05%
VANGUARD SMALL-CAP INDEX FUND 7,158,175 $55,117,948 0.03%
PIMCO RAE US Small Fund 5,933,698 $45,689,475 1.21%
VANGUARD SMALL-CAP VALUE INDEX FUND 4,538,980 $34,950,146 0.05%
SIIT WORLD EQUITY EX-US FUND 4,222,381 $30,232,248 0.32%
VANGUARD EXTENDED MARKET INDEX FUND 3,575,094 $27,528,224 0.03%
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF 2,873,715 $22,127,606 0.13%
iShares S&P Small-Cap 600 Value ETF 2,687,180 $20,691,286 0.26%
First Trust Dow Jones Global Select Dividend Index Fund 2,608,205 $20,083,179 1.43%
VANGUARD TAX-MANAGED SMALL-CAP FUND 2,249,433 $17,320,634 0.15%
ALPS | OShares U.S. Small-Cap Quality Dividend ETF 2,038,483 $14,595,538 1.73%
Nomura Growth and Income Fund 1,775,214 $13,669,148 0.58%
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF 1,621,409 $12,484,849 0.26%
Strategic Advisers U.S. Total Stock Fund 1,611,969 $11,541,698 0.01%
Columbia Small Cap Value Discovery Fund 1,771,170 $11,264,641 0.45%
Fidelity Extended Market Index Fund 1,551,141 $11,106,170 0.03%
Schwab U.S. Small-Cap ETF 1,482,233 $10,612,788 0.05%
State Farm Growth Fund 1,373,000 $10,572,100 0.11%
Invesco KBW High Dividend Yield Financial ETF 1,459,174 $10,447,686 2.53%
AVE MARIA BOND FUND 1,350,000 $10,395,000 1.31%
Global X SuperDividend U.S. ETF 1,628,651 $10,358,220 1.32%
U.S. SMALL CAP PORTFOLIO 1,412,803 $8,985,427 0.05%
Cambria Shareholder Yield ETF 1,308,837 $8,324,203 0.84%
Strategic Advisers Fidelity U.S. Total Stock Fund 1,158,640 $8,295,862 0.00%
VANGUARD HIGH DIVIDEND YIELD INDEX FUND 1,278,118 $8,128,830 0.01%
Global X SuperDividend ETF 1,267,677 $8,062,426 0.66%
VANGUARD S&P SMALL-CAP 600 INDEX FUND 1,124,245 $8,049,594 0.12%
Nomura VIP Growth and Income Series 1,038,393 $7,995,626 0.84%
Fidelity Mid Cap Index Fund 1,175,373 $7,475,372 0.01%
iShares Russell Mid-Cap ETF 912,291 $7,024,641 0.01%
First Trust Industrials/Producer Durables AlphaDEX Fund 1,079,256 $6,864,068 0.93%
Schwab Fundamental U.S. Large Company ETF 944,655 $6,763,730 0.02%
U.S. MICRO CAP PORTFOLIO 1,045,358 $6,648,477 0.08%
VictoryShares US Small Mid Cap Value Momentum ETF 827,089 $6,368,585 0.36%
Dimensional U.S. Small Cap ETF 996,613 $6,338,459 0.04%
Franklin Global Allocation Fund 703,157 $5,414,309 0.18%
Invesco S&P SmallCap 600 Revenue ETF 714,692 $5,117,195 0.25%
Old Westbury Small & Mid Cap Strategies Fund 760,129 $4,834,420 0.05%
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND 668,758 $4,788,307 0.24%
Dimensional U.S. Core Equity 2 ETF 743,560 $4,729,042 0.01%
Fidelity Total Market Index Fund 595,052 $4,260,572 0.00%
SIIT GLOBAL MANAGED VOLATILITY FUND 535,000 $3,830,600 0.21%
Avantis U.S. Small Cap Equity ETF 527,247 $3,775,089 0.12%
JNL Small Cap Index Fund 489,559 $3,769,604 0.13%
iShares Russell 1000 Value ETF 480,772 $3,701,944 0.00%
LSV Value Equity Fund 577,400 $3,672,264 0.30%
VANGUARD FINANCIALS INDEX FUND 508,251 $3,639,077 0.02%
Showing 1–50 of 381 positions
Key facts CIK 1365135 CUSIP 959802109 13F (30d) 394 filings 352 filers Visit website Investor relations