Position in WU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$154,000
-$20,600 QoQ
Shares Held
20,000
0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#260
of 479 holders
Holding Since
Jun 2025
5 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, 2026National Philanthropic Trust holds $20,356,968 across 6 Credit Services names. WU ranks #6 (0.8% of the industry book) .
All Filings in WU
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $154,000 | 20,000 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $174,600 | 20,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $93,100 | 10,000 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $79,900 | 10,000 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $84,200 | 10,000 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||