Position in WU
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$30,974,251
-$3,652,499 QoQ
Shares Held
4,022,630
+1.4% QoQ
Ownership
1.29%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#16
of 479 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 84%
Shared 0%
None 16%
Common Shares in WU Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026FIRST TRUST ADVISORS LP holds $3,024,995,110 across 28 Credit Services names. WU ranks #8 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
2,025,535 | $694,940,802 | |
| 2 | SYF |
Synchrony Financial
|
7,698,248 | $585,451,760 | |
| 3 | MA |
Mastercard Inc
|
1,096,922 | $563,379,138 | |
| 4 | AXP |
American Express Co
|
1,438,146 | $486,452,884 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
7,713,570 | $333,071,952 | |
| 6 | SLM |
SLM Corp
|
3,270,506 | $84,836,925 | |
| 7 | OMF |
OneMain Holdings, Inc.
|
1,074,652 | $65,521,532 | |
| 8 | WU |
Western Union CO
This page
|
4,022,630 | $30,974,251 |
All Filings in WU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,974,251 | 4,022,630 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $34,626,750 | 3,966,409 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $30,918,118 | 3,320,958 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $54,225,309 | 6,786,647 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $43,197,563 | 5,130,352 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $56,711,201 | 5,360,227 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $37,693,101 | 3,555,953 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $36,602,289 | 3,068,088 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $35,238,519 | 2,883,676 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $48,567,078 | 3,474,040 | Shares | Other | 2024-05-13 | |
| 2023-12-31 | $36,087,787 | 3,027,499 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $43,908,076 | 3,331,417 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $41,028,490 | 3,497,740 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $33,549,814 | 3,008,952 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $37,564,064 | 2,727,964 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $29,639,560 | 2,195,523 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $31,124,297 | 1,889,757 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $31,706,318 | 1,691,906 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $26,413,850 | 1,480,597 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $23,585,153 | 1,166,427 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $28,197,374 | 1,227,574 | Shares | Sole | 2021-10-12 | |
| 2021-03-31 | $24,507,379 | 993,811 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $11,509,943 | 524,610 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $9,421,228 | 439,628 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $7,177,429 | 331,981 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $10,449,279 | 576,353 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||