WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in WU — Western Union CO
CIK 1632972
PLYMOUTH, MN
Position in WU
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$257,041
-$488,579 QoQ
Shares Held
33,382
-60.9% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#222
of 479 holders
Holding Since
Mar 2020
16 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in WU Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $500,554,692 across 26 Credit Services names. WU ranks #22 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
611,261 | $209,717,536 | |
| 2 | MA |
Mastercard Inc
|
234,497 | $120,437,659 | |
| 3 | AXP |
American Express Co
|
243,959 | $82,519,131 | |
| 4 | COF |
Capital One Financial Corp
|
199,154 | $39,954,275 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
275,796 | $11,908,871 | |
| 6 | OMF |
OneMain Holdings, Inc.
|
97,479 | $5,943,294 | |
| 7 | SYF |
Synchrony Financial
|
72,910 | $5,544,805 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
254,077 | $4,555,600 |
All Filings in WU
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $257,041 | 33,382 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $745,620 | 85,409 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $652,593 | 70,096 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $300,815 | 37,649 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $387,101 | 45,974 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,299,361 | 122,813 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $884,368 | 83,431 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $514,433 | 43,121 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $350,787 | 28,706 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $328,040 | 23,465 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $289,274 | 24,268 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $308,715 | 23,423 | Shares | Sole | 2023-11-13 | |
| 2021-09-30 | $1,355,892 | 67,057 | Shares | Sole | 2021-11-03 | |
| 2020-09-30 | $1,678,440 | 78,322 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,675,031 | 77,476 | Shares | Sole | 2020-10-13 | |
| 2020-03-31 | $1,467,424 | 80,939 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||