Position in WU
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$6,108,354
+$1,269,544 QoQ
Shares Held
793,293
+43.1% QoQ
Ownership
0.254%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#56
of 479 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WU Over Time
Shares Held
Position Value (USD)
Derivatives in WU
reported options exposure · as of Dec 31, 2020CallValue
$394,920
CallShares
18,000
PutValue
$92,148
PutShares
4,200
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Credit Services
Financial Services · as of Jun 30, 2026CITIGROUP INC holds $2,758,942,111 across 42 Credit Services names. WU ranks #16 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
3,763,669 | $1,291,277,195 | |
| 2 | MA |
Mastercard Inc
|
934,262 | $479,836,962 | |
| 3 | AXP |
American Express Co
|
816,334 | $276,124,975 | |
| 4 | PYPL |
PayPal Holdings, Inc.
|
3,955,568 | $170,801,425 | |
| 5 | COF |
Capital One Financial Corp
|
754,998 | $151,467,697 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
6,283,079 | $112,655,605 | |
| 7 | SYF |
Synchrony Financial
|
858,156 | $65,262,763 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
684,535 | $55,823,828 |
All Filings in WU
Export CSV
34 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,108,354 | 793,293 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $4,838,810 | 554,274 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $5,666,158 | 608,610 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $4,862,002 | 608,511 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $3,490,012 | 414,491 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $4,887,228 | 461,931 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $6,122,632 | 577,607 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $6,247,453 | 523,676 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $5,376,321 | 439,961 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $4,899,917 | 350,495 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $7,457,805 | 625,655 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $11,207,743 | 850,360 | Shares | Defined | 2023-12-06 | |
| 2023-06-30 | $8,459,427 | 721,179 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $12,860,687 | 1,153,425 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $17,166,588 | 1,246,666 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $14,885,733 | 1,102,647 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $17,064,350 | 1,036,087 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $11,337,472 | 604,988 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $21,151,119 | 1,185,601 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $16,221,775 | 802,264 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $12,953,792 | 563,944 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $12,853,553 | 521,231 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $394,920 | 18,000 | Call | Defined | 2021-02-11 | |
| 2020-12-31 | $13,093,636 | 596,793 | Shares | Defined | 2021-02-11 | |
| 2020-12-31 | $92,148 | 4,200 | Put | Defined | 2021-02-11 | |
| 2020-09-30 | $334,308 | 15,600 | Call | Defined | 2020-11-12 | |
| 2020-09-30 | $12,792,614 | 596,949 | Shares | Defined | 2020-11-12 | |
| 2020-09-30 | $154,296 | 7,200 | Put | Defined | 2020-11-12 | |
| 2020-06-30 | $527,528 | 24,400 | Put | Defined | 2020-08-12 | |
| 2020-06-30 | $518,880 | 24,000 | Call | Defined | 2020-08-12 | |
| 2020-06-30 | $12,080,065 | 558,745 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $620,046 | 34,200 | Call | Defined | 2020-05-12 | |
| 2020-03-31 | $279,202 | 15,400 | Put | Defined | 2020-05-12 | |
| 2020-03-31 | $12,694,913 | 700,216 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||