Position in WU
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$1,114,944
-$585,747 QoQ
Shares Held
144,798
-25.7% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#131
of 479 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in WU Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $378,618,329 across 29 Credit Services names. WU ranks #18 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
381,864 | $131,013,719 | |
| 2 | MA |
Mastercard Inc
|
145,492 | $74,724,691 | |
| 3 | AXP |
American Express Co
|
176,701 | $59,769,113 | |
| 4 | SYF |
Synchrony Financial
|
518,143 | $39,404,775 | |
| 5 | COF |
Capital One Financial Corp
|
161,861 | $32,472,553 | |
| 6 | ALLY |
Ally Financial Inc.
|
153,631 | $7,059,344 | |
| 7 | OMF |
OneMain Holdings, Inc.
|
112,687 | $6,870,526 | |
| 8 | PYPL |
PayPal Holdings, Inc.
|
113,928 | $4,919,411 |
All Filings in WU
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,114,944 | 144,798 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $1,700,691 | 194,810 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,654,992 | 177,765 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,348,296 | 168,748 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $257,365 | 30,566 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $531,856 | 50,270 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $234,853 | 22,156 | Shares | Sole | 2025-02-14 | |
| 2023-12-31 | $129,332 | 10,850 | Shares | Sole | 2024-02-15 | |
| 2023-06-30 | $163,809 | 13,965 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $150,513 | 13,499 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $219,961 | 15,974 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $178,456 | 13,219 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $189,322 | 11,495 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $264,908 | 14,136 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $293,432 | 16,448 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $400,901 | 19,827 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $695,118 | 30,262 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $779,477 | 31,609 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $724,261 | 33,011 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $4,616,172 | 215,407 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $4,575,829 | 211,648 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $2,571,033 | 141,811 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||