Position in WU
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$145,136
-$67,578 QoQ
Shares Held
16,625
-27.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
17 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in WU Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Ethic Inc. holds $172,793,640 across 10 Credit Services names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
205,832 | $70,618,900 | |
| 2 | MA |
Mastercard Inc
|
96,299 | $49,459,166 | |
| 3 | AXP |
American Express Co
|
85,634 | $28,965,700 | |
| 4 | COF |
Capital One Financial Corp
|
80,924 | $16,234,972 | |
| 5 | SYF |
Synchrony Financial
|
41,952 | $3,190,449 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
51,706 | $2,232,665 | |
| 7 | ALLY |
Ally Financial Inc.
|
23,540 | $1,081,663 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
7,262 | $592,216 |
All Filings in WU
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $145,136 | 16,625 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $212,714 | 22,848 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $127,400 | 15,945 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $362,379 | 43,038 | Shares | Sole | 2025-07-30 | |
| 2024-12-31 | $124,857 | 11,779 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $185,439 | 15,544 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $177,642 | 14,537 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $217,305 | 15,544 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $275,185 | 23,086 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $502,817 | 38,150 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $610,464 | 52,043 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $821,989 | 73,721 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $584,756 | 42,466 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $360,706 | 26,719 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $222,690 | 13,521 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $192,328 | 10,263 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $180,986 | 10,145 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||