Position in WU
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$249,564
-$226,133 QoQ
Shares Held
32,411
-40.5% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#223
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)
Derivatives in WU
reported options exposure · as of Dec 31, 2023CallValue
$0
CallShares
0
PutValue
$350
PutShares
5,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Credit Services
Financial Services · as of Jun 30, 2026HighTower Advisors, LLC holds $1,026,040,198 across 22 Credit Services names. WU ranks #22 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
1,483,966 | $509,133,894 | |
| 2 | MA |
Mastercard Inc
|
491,676 | $252,524,793 | |
| 3 | AXP |
American Express Co
|
456,856 | $154,531,542 | |
| 4 | COF |
Capital One Financial Corp
|
382,910 | $76,819,404 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
140,355 | $6,060,528 | |
| 6 | ENVA |
Enova International, Inc.
|
22,295 | $5,367,075 | |
| 7 | NNI |
Nelnet Inc
|
35,785 | $4,771,214 | |
| 8 | ALLY |
Ally Financial Inc.
|
67,663 | $3,109,114 |
All Filings in WU
Export CSV
33 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $249,564 | 32,411 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $475,697 | 54,490 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $358,565 | 38,514 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $247,306 | 30,952 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $187,151 | 22,227 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $321,314 | 30,370 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $355,502 | 33,538 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $403,914 | 33,857 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $567,863 | 46,470 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $655,018 | 46,854 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $751,031 | 63,006 | Shares | Sole | 2024-02-12 | |
| 2023-12-31 | $350 | 5,000 | Put | Sole | 2024-02-12 | |
| 2023-09-30 | $659 | 50 | Put | Sole | 2023-11-08 | |
| 2023-09-30 | $694,256 | 52,675 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $586 | 50 | Put | Sole | 2023-08-14 | |
| 2023-06-30 | $809,557 | 69,016 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,550 | 5,000 | Put | Sole | 2023-05-12 | |
| 2023-03-31 | $685,000 | 61,435 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,754 | 200 | Put | Sole | 2023-02-09 | |
| 2022-12-31 | $947,141 | 68,783 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $950,697 | 70,422 | Shares | Sole | 2022-11-09 | |
| 2022-09-30 | $2,700 | 200 | Put | Sole | 2022-11-09 | |
| 2022-06-30 | $1,148,387 | 69,726 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,866,147 | 99,581 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $267 | 15 | Put | Sole | 2022-02-10 | |
| 2021-12-31 | $1,820,839 | 102,065 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $2,093,902 | 103,556 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,702,190 | 117,640 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $2,657,139 | 107,751 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,919,486 | 87,488 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,803,913 | 84,177 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,642,255 | 75,960 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,219,840 | 67,283 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||