Position in WU
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$80,526
-$117,470 QoQ
Shares Held
10,458
-53.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#329
of 479 holders
Holding Since
Jun 2025
4 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, 2026Compound Planning, Inc. holds $27,802,848 across 10 Credit Services names. WU ranks #10 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
25,346 | $8,695,958 | |
| 2 | MA |
Mastercard Inc
|
13,485 | $6,925,895 | |
| 3 | AXP |
American Express Co
|
11,276 | $3,814,107 | |
| 4 | AFRM |
Affirm Holdings, Inc.
|
41,855 | $3,413,275 | |
| 5 | COF |
Capital One Financial Corp
|
12,296 | $2,466,822 | |
| 6 | SYF |
Synchrony Financial
|
10,808 | $821,947 | |
| 7 | SOFI |
SoFi Technologies, Inc.
|
38,730 | $694,428 | |
| 8 | PYPL |
PayPal Holdings, Inc.
|
10,608 | $458,053 |
All Filings in WU
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $80,526 | 10,458 | Shares | Other | 2026-08-04 | |
| 2026-03-31 | $197,996 | 22,680 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $160,801 | 17,272 | Shares | Sole | 2026-02-19 | |
| 2025-06-30 | $91,862 | 10,910 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||