Position in WU
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$9,201
-$4,697 QoQ
Shares Held
1,195
-24.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#378
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 OF NEVADA INC holds $100,783,623 across 13 Credit Services names. WU ranks #11 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
209,428 | $71,852,652 | |
| 2 | AXP |
American Express Co
|
41,754 | $14,123,290 | |
| 3 | COF |
Capital One Financial Corp
|
43,643 | $8,755,657 | |
| 4 | MA |
Mastercard Inc
|
7,464 | $3,833,510 | |
| 5 | SYF |
Synchrony Financial
|
27,093 | $2,060,422 | |
| 6 | CACC |
Credit Acceptance Corp
|
89 | $56,669 | |
| 7 | BFH |
Bread Financial Holdings, Inc.
|
325 | $35,213 | |
| 8 | AGM |
Federal Agricultural Mortgage Corp
|
99 | $19,727 |
All Filings in WU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,201 | 1,195 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $13,898 | 1,592 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $14,821 | 1,592 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $12,720 | 1,592 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $13,404 | 1,592 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $16,843 | 1,592 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $16,875 | 1,592 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $18,992 | 1,592 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $19,454 | 1,592 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $32,181 | 2,302 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $27,439 | 2,302 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $77,814 | 5,904 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $69,253 | 5,904 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $65,829 | 5,904 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $81,298 | 5,904 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $52,339 | 3,877 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $63,854 | 3,877 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $72,654 | 3,877 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $69,165 | 3,877 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $78,392 | 3,877 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $89,054 | 3,877 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $90,107 | 3,654 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $62,419 | 2,845 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $49,331 | 2,302 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $65,746 | 3,041 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $59,357 | 3,274 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||