Position in WU
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,176,852
-$789,196 QoQ
Shares Held
152,838
-32.1% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#129
of 479 holders
Holding Since
Mar 2020
24 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, 2026Cetera Investment Advisers holds $618,314,054 across 25 Credit Services names. WU ranks #15 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
847,478 | $290,761,227 | |
| 2 | MA |
Mastercard Inc
|
277,929 | $142,744,334 | |
| 3 | AXP |
American Express Co
|
226,462 | $76,600,771 | |
| 4 | COF |
Capital One Financial Corp
|
230,834 | $46,309,917 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
957,655 | $17,170,754 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
196,710 | $8,493,937 | |
| 7 | FCFS |
FirstCash Holdings, Inc.
|
25,028 | $5,414,056 | |
| 8 | SEZL |
Sezzle Inc.
|
30,015 | $5,151,474 |
All Filings in WU
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,176,852 | 152,838 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,966,048 | 225,206 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,908,698 | 205,016 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,422,243 | 178,003 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,143,857 | 135,850 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,438,541 | 135,968 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,352,962 | 127,638 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,268,504 | 106,329 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $944,972 | 77,330 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $1,476,553 | 105,619 | Shares | Sole | 2024-05-24 | |
| 2023-12-31 | $733,318 | 61,520 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $486,645 | 36,923 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $355,982 | 30,348 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $341,446 | 30,623 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $447,662 | 32,510 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $396,211 | 29,349 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $351,403 | 21,336 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $324,351 | 17,308 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $261,266 | 14,645 | Shares | Sole | 2022-02-14 | |
| 2021-03-31 | $1,537,205 | 62,336 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,336,453 | 60,914 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $1,107,288 | 51,670 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,085,194 | 50,194 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $616,057 | 33,980 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||