Position in WU
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$47,663
-$73,937 QoQ
Shares Held
6,190
-55.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#339
of 479 holders
Holding Since
Mar 2020
25 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, 2026IFP Advisors, Inc holds $40,891,875 across 35 Credit Services names. WU ranks #14 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
46,449 | $15,936,187 | |
| 2 | MA |
Mastercard Inc
|
21,615 | $11,101,464 | |
| 3 | AXP |
American Express Co
|
19,897 | $6,730,160 | |
| 4 | COF |
Capital One Financial Corp
|
9,342 | $1,874,192 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
41,810 | $1,805,355 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
96,742 | $1,734,584 | |
| 7 | AFRM |
Affirm Holdings, Inc.
|
4,080 | $332,724 | |
| 8 | FCFS |
FirstCash Holdings, Inc.
|
1,430 | $309,337 |
All Filings in WU
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $47,663 | 6,190 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $121,600 | 13,929 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $168,697 | 18,120 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $44,912 | 5,334 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $44,700 | 4,225 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $214,173 | 20,205 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $190,641 | 15,980 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $199,858 | 16,355 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $165,732 | 11,855 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $146,949 | 12,328 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $177,139 | 13,440 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $169,744 | 14,471 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $165,778 | 14,868 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $331 | 18,034 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $246,537 | 18,262 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $284,123 | 17,251 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $318,467 | 16,994 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $308,632 | 17,300 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $460,550 | 22,777 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $314,941 | 13,711 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $210,719 | 8,545 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $148,994 | 6,791 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $151,467 | 7,068 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $170,992 | 7,909 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $143,245 | 7,901 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||