Position in WU
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$109,979
-$4,183,797 QoQ
Shares Held
14,283
-96.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#289
of 479 holders
Holding Since
Mar 2020
22 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, 2026ENVESTNET ASSET MANAGEMENT INC holds $3,040,141,654 across 23 Credit Services names. WU ranks #23 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
3,920,611 | $1,345,122,427 | |
| 2 | MA |
Mastercard Inc
|
1,834,080 | $941,983,488 | |
| 3 | COF |
Capital One Financial Corp
|
1,603,895 | $321,773,414 | |
| 4 | AXP |
American Express Co
|
732,160 | $247,653,120 | |
| 5 | AFRM |
Affirm Holdings, Inc.
|
410,775 | $33,498,701 | |
| 6 | FCFS |
FirstCash Holdings, Inc.
|
150,327 | $32,518,736 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
596,281 | $25,747,413 | |
| 8 | SYF |
Synchrony Financial
|
290,045 | $22,057,922 |
All Filings in WU
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $109,979 | 14,283 | Shares | Sole | 2026-08-03 | |
| 2025-03-31 | $4,293,776 | 405,839 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $4,288,516 | 404,577 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $4,597,106 | 385,340 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $4,699,506 | 384,575 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $5,047,506 | 361,052 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $4,004,702 | 335,965 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $4,233,890 | 321,236 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,498,003 | 298,210 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,822,187 | 253,111 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,781,636 | 202,007 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $10,369,458 | 768,108 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $12,174,607 | 739,199 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $14,357,426 | 766,138 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $13,079,181 | 733,138 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $5,014,560 | 248,000 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $3,809,689 | 165,855 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $4,753,634 | 192,767 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $4,376,678 | 199,484 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $8,217,140 | 383,441 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $7,585,117 | 350,838 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $5,044,400 | 278,235 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||