Position in WU
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$105,836
+$9,506 QoQ
Shares Held
13,745
+32.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#298
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, 2026Diversify Advisory Services, LLC holds $95,454,342 across 10 Credit Services names. WU ranks #10 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFRM |
Affirm Holdings, Inc.
|
355,854 | $29,019,893 | |
| 2 | V |
Visa Inc.
|
60,289 | $20,684,553 | |
| 3 | SOFI |
SoFi Technologies, Inc.
|
1,148,202 | $20,587,261 | |
| 4 | MA |
Mastercard Inc
|
27,354 | $14,049,014 | |
| 5 | AXP |
American Express Co
|
22,596 | $7,643,097 | |
| 6 | COF |
Capital One Financial Corp
|
10,130 | $2,032,280 | |
| 7 | OPFI |
OppFi Inc.
|
49,967 | $496,172 | |
| 8 | OMF |
OneMain Holdings, Inc.
|
7,360 | $448,739 |
All Filings in WU
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $105,836 | 13,745 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $96,330 | 10,347 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $230,926 | 28,902 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $413,262 | 49,081 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||