Position in WU
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$324,116
+$28,894 QoQ
Shares Held
42,093
+24.5% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#205
of 479 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WU Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Creative Planning holds $703,619,065 across 34 Credit Services names. WU ranks #30 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
893,823 | $306,661,732 | |
| 2 | MA |
Mastercard Inc
|
296,884 | $152,479,622 | |
| 3 | AXP |
American Express Co
|
278,355 | $94,153,578 | |
| 4 | COF |
Capital One Financial Corp
|
270,916 | $54,351,167 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
436,591 | $18,851,998 | |
| 6 | FCFS |
FirstCash Holdings, Inc.
|
50,456 | $10,914,641 | |
| 7 | OMF |
OneMain Holdings, Inc.
|
175,073 | $10,674,199 | |
| 8 | ENVA |
Enova International, Inc.
|
28,187 | $6,785,456 |
All Filings in WU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $324,116 | 42,093 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $295,222 | 33,817 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $284,923 | 30,604 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $239,548 | 29,981 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $246,444 | 29,269 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $311,739 | 29,465 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $233,666 | 22,044 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $250,708 | 21,015 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $263,573 | 21,569 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $301,562 | 21,571 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $281,872 | 23,647 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $318,402 | 24,158 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $271,232 | 23,123 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $328,925 | 29,500 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $414,559 | 30,106 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $427,693 | 31,681 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $477,844 | 29,013 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $428,939 | 22,889 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $470,583 | 26,378 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $476,464 | 23,564 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $510,439 | 22,222 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $812,103 | 32,932 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $547,468 | 24,953 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $530,113 | 24,737 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $413,958 | 19,147 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $365,972 | 20,186 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||