WBI INVESTMENTS, LLC

Position in WU — Western Union CO

CIK 1397424 RED BANK, NJ

Position in WU

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,067,250

-$396,561 QoQ

Shares Held

138,604

-17.3% QoQ

Ownership

0.044%

of shares outstanding

% of Portfolio

0.46%

of 13F equity value

Holder Rank

#136

of 479 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Financial Services · as of Jun 30, 2026

WBI INVESTMENTS, LLC holds $9,081,700 across 6 Credit Services names. WU ranks #4 (11.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXP	American Express Co	10,017	$3,388,250
2	OMF	OneMain Holdings, Inc.	40,444	$2,465,869
3	COF	Capital One Financial Corp	6,584	$1,320,881
4	WU	Western Union CO This page	138,604	$1,067,250
5	V	Visa Inc.	1,821	$624,766
6	MA	Mastercard Inc	418	$214,684

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,067,250	138,604	-17.3%	Shares	Defined	2026-08-11
2026-03-31	$1,463,811	167,676	-10.9%	Shares	Defined	2026-05-11
2025-12-31	$1,752,281	188,215	+21.2%	Shares	Defined	2026-02-13
2025-09-30	$1,240,567	155,265	+49.6%	Shares	Defined	2025-11-20
2025-06-30	$873,979	103,798	+7.0%	Shares	Defined	2025-08-11
2025-03-31	$1,026,260	97,000	+13.0%	Shares	Defined	2025-05-22
2024-12-31	$909,935	85,843	+52.0%	Shares	Defined	2025-02-14
2024-09-30	$673,889	56,487	+28.6%	Shares	Defined	2024-11-12
2024-06-30	$536,629	43,914	-16.0%	Shares	Defined	2024-07-30
2024-03-31	$730,860	52,279	+73.9%	Shares	Defined	2024-05-03
2023-12-31	$358,350	30,063	-40.6%	Shares	Defined	2024-02-09
2023-09-30	$667,277	50,628	-49.8%	Shares	Defined	2023-11-09
2023-06-30	$1,182,548	100,814	+12.4%	Shares	Defined	2023-08-07
2023-03-31	$1,000,400	89,722	-5.4%	Shares	Defined	2023-05-15
2022-12-31	$1,305,601	94,815	+11.3%	Shares	Defined	2023-02-13
2022-09-30	$1,150,254	85,204	-13.8%	Shares	Defined	2022-10-26
2022-06-30	$1,627,812	98,835	-48.9%	Shares	Defined	2022-07-25
2022-03-31	$3,625,084	193,441	+99.6%	Shares	Defined	2022-05-02
2021-12-31	$1,729,356	96,937	+74.5%	Shares	Defined	2022-01-28
2021-09-30	$1,123,099	55,544	—	Shares	Defined	2021-11-09
No filing history on record for this holder in this stock.