Position in WU
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$575,297
+$295,126 QoQ
Shares Held
74,714
+132.8% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#174
of 479 holders
Holding Since
Dec 2020
14 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, 2026Vontobel Holding Ltd. holds $704,793,052 across 13 Credit Services names. WU ranks #11 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
851,448 | $437,303,689 | |
| 2 | V |
Visa Inc.
|
463,186 | $158,914,481 | |
| 3 | PYPL |
PayPal Holdings, Inc.
|
964,281 | $41,637,651 | |
| 4 | AXP |
American Express Co
|
75,902 | $25,673,849 | |
| 5 | COF |
Capital One Financial Corp
|
124,723 | $25,021,927 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
429,171 | $7,695,035 | |
| 7 | KLAR |
Klarna Group plc
|
218,045 | $4,413,230 | |
| 8 | ENVA |
Enova International, Inc.
|
4,722 | $1,136,726 |
All Filings in WU
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $575,297 | 74,714 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $280,171 | 32,093 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $211,411 | 22,708 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $656,106 | 82,116 | Shares | Defined | 2025-10-15 | |
| 2025-06-30 | $378,689 | 44,975 | Shares | Defined | 2025-07-23 | |
| 2025-03-31 | $123,574 | 11,680 | Shares | Defined | 2025-04-28 | |
| 2023-03-31 | $146,878 | 13,173 | Shares | Defined | 2024-06-04 | |
| 2022-12-31 | $168,709 | 12,252 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $433,606 | 32,119 | Shares | Defined | 2022-11-04 | |
| 2022-06-30 | $218,687 | 13,278 | Shares | Defined | 2022-07-27 | |
| 2022-03-31 | $1,365,902 | 72,887 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $1,259,521 | 70,601 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $222,258 | 10,992 | Shares | Defined | 2021-10-29 | |
| 2020-12-31 | $193,971 | 8,841 | Shares | Defined | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||