Position in WU
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$59,100,886
-$9,885,098 QoQ
Shares Held
7,675,440
-2.9% QoQ
Ownership
2.46%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#12
of 479 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 85%
Shared 11%
None 4%
Common Shares in WU Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $11,004,578,239 across 40 Credit Services names. WU ranks #21 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
9,052,248 | $3,105,735,765 | |
| 2 | MA |
Mastercard Inc
|
4,265,521 | $2,190,771,584 | |
| 3 | AXP |
American Express Co
|
2,853,697 | $965,263,009 | |
| 4 | COF |
Capital One Financial Corp
|
3,703,679 | $743,032,078 | |
| 5 | SYF |
Synchrony Financial
|
6,254,849 | $475,681,263 | |
| 6 | ALLY |
Ally Financial Inc.
|
9,331,607 | $428,787,340 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
8,588,668 | $370,858,682 | |
| 8 | BFH |
Bread Financial Holdings, Inc.
|
3,092,208 | $335,040,734 |
All Filings in WU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $59,100,886 | 7,675,440 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $68,985,984 | 7,902,175 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $63,890,534 | 6,862,571 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $49,535,121 | 6,199,640 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $52,070,877 | 6,184,190 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $58,749,299 | 5,552,864 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $53,769,844 | 5,072,627 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $55,400,185 | 4,643,771 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $56,174,886 | 4,596,963 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $66,013,711 | 4,722,011 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $54,160,304 | 4,543,650 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $50,378,161 | 3,822,319 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $39,012,921 | 3,325,910 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $36,234,944 | 3,249,771 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $43,765,629 | 3,178,332 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $37,296,733 | 2,762,721 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $40,173,358 | 2,439,184 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $45,164,768 | 2,410,073 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $36,377,294 | 2,039,086 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $47,371,779 | 2,342,818 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $53,170,106 | 2,314,763 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $52,181,447 | 2,116,036 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $46,393,117 | 2,114,545 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $44,438,062 | 2,073,638 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $44,158,763 | 2,042,496 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $40,109,959 | 2,212,353 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||