Position in WU
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$5,266
+$1,006 QoQ
Shares Held
684
+40.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#396
of 479 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WU Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026WHITTIER TRUST CO holds $223,875,366 across 10 Credit Services names. WU ranks #10 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
451,402 | $154,871,511 | |
| 2 | AXP |
American Express Co
|
84,133 | $28,457,986 | |
| 3 | COF |
Capital One Financial Corp
|
115,031 | $23,077,518 | |
| 4 | MA |
Mastercard Inc
|
31,576 | $16,217,432 | |
| 5 | SYF |
Synchrony Financial
|
12,341 | $938,532 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
4,437 | $191,589 | |
| 7 | SLM |
SLM Corp
|
2,625 | $68,092 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
1,400 | $25,102 |
All Filings in WU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,266 | 684 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $4,260 | 488 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $5,101 | 548 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $3,899 | 488 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $4,108 | 488 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $5,163 | 488 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $10,865 | 1,025 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $823,969 | 69,067 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $850,389 | 69,590 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,023,042 | 73,179 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $877,967 | 73,655 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $977,441 | 74,161 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $869,462 | 74,123 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $832,782 | 74,689 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $1,028,467 | 74,689 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $1,011,312 | 74,912 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $1,234,788 | 74,972 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $1,404,600 | 74,952 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,336,073 | 74,892 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $1,527,580 | 75,548 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,735,337 | 75,548 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,863,013 | 75,548 | Shares | Defined | 2021-04-26 | |
| 2020-12-31 | $1,630,975 | 74,338 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $1,585,691 | 73,994 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $1,599,750 | 73,994 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $107,909 | 5,952 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||