Position in WU
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$417,809
-$304,572 QoQ
Shares Held
54,261
-34.4% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#189
of 479 holders
Holding Since
Mar 2020
20 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, 2026RITHOLTZ WEALTH MANAGEMENT holds $64,837,450 across 16 Credit Services names. WU ranks #12 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
71,598 | $24,564,557 | |
| 2 | MA |
Mastercard Inc
|
24,733 | $12,702,868 | |
| 3 | SYF |
Synchrony Financial
|
92,654 | $7,046,336 | |
| 4 | BFH |
Bread Financial Holdings, Inc.
|
47,829 | $5,182,272 | |
| 5 | AXP |
American Express Co
|
14,844 | $5,020,983 | |
| 6 | COF |
Capital One Financial Corp
|
21,083 | $4,229,671 | |
| 7 | EZPW |
Ezcorp Inc
|
52,661 | $1,820,490 | |
| 8 | FCFS |
FirstCash Holdings, Inc.
|
5,361 | $1,159,691 |
All Filings in WU
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $417,809 | 54,261 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $722,381 | 82,747 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $318,402 | 34,200 | Shares | Sole | 2026-01-23 | |
| 2024-09-30 | $142,802 | 11,970 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $150,281 | 12,298 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $145,503 | 10,408 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $125,088 | 10,494 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $140,946 | 10,694 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $158,648 | 13,525 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $249,581 | 22,384 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $286,994 | 20,842 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $376,407 | 27,882 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $581,555 | 35,310 | Shares | Sole | 2022-07-15 | |
| 2021-09-30 | $256,450 | 12,683 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $628,022 | 27,341 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $737,407 | 29,903 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $618,137 | 28,174 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $773,022 | 36,072 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $597,533 | 27,638 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $242,905 | 13,398 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||