Position in WU
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,177,799
+$1,117,167 QoQ
Shares Held
152,961
+2024.2% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#128
of 479 holders
Holding Since
Jun 2023
5 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 Jun 30, 2025CallValue
$0
CallShares
0
PutValue
$33,680
PutShares
4,000
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, 2026Jefferies Financial Group Inc. holds $164,307,237 across 16 Credit Services names. WU ranks #13 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
107,074 | $54,993,206 | |
| 2 | AXP |
American Express Co
|
69,376 | $23,466,432 | |
| 3 | SOFI |
SoFi Technologies, Inc.
|
964,203 | $17,288,159 | |
| 4 | V |
Visa Inc.
|
49,683 | $17,045,740 | |
| 5 | SYF |
Synchrony Financial
|
222,782 | $16,942,571 | |
| 6 | BFH |
Bread Financial Holdings, Inc.
|
97,546 | $10,569,109 | |
| 7 | ALLY |
Ally Financial Inc.
|
126,330 | $5,804,863 | |
| 8 | OMF |
OneMain Holdings, Inc.
|
73,390 | $4,474,588 |
All Filings in WU
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,177,799 | 152,961 | Shares | Defined | 2026-08-17 | |
| 2025-06-30 | $33,680 | 4,000 | Put | Defined | 2025-08-12 | |
| 2025-06-30 | $60,632 | 7,201 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $384,297 | 36,323 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $143,566 | 13,544 | Shares | Defined | 2025-02-27 | |
| 2023-06-30 | $841,345 | 71,726 | Shares | Defined | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||