Diversify Wealth Management
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Diversify Wealth Management’s Western Union WU Stock Holding History

Diversify Wealth Management’s Portfolio WU Stock Details WU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$82.9K Sell
13,300
-445
-3% -$3.24K ﹤0.01% 1252
2026
Q2 		$112K Sell
13,745
-1,737
-11% -$14.6K ﹤0.01% 1218
2026
Q1 		$139K Buy
+15,482
New +$147K ﹤0.01% 1112

Other funds holding WU

CA
Continental Advisors Park City, Utah $233M AUM 14.5% 1-Year Est. Return
TSP Capital Management Group
TSP Capital Management Group Summit, New Jersey $397M AUM 31.23% 1-Year Est. Return
Gilman Hill Asset Management
Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
1834 Investment Advisors
1834 Investment Advisors Milwaukee, Wisconsin $886M AUM 18.48% 1-Year Est. Return
Fideuram - Intesa Sanpaolo Private Banking
Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return

Diversify Wealth Management's WU Position: Q3 2026 in Review

Diversify Wealth Management reduced its Western Union (WU) stake by 3.2% in Q3 2026, selling an estimated $3.24K and leaving 13,300 shares worth $82.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1252.

Diversify Wealth Management first reported a position in WU in Q1 2026 and has held it in 3 quarters since. The position peaked at $139K in Q1 2026. 101 funds tracked by Wall St. Rank hold WU as of Q3 2026.

  • Diversify Wealth Management held 13,300 shares of Western Union worth $82.9K as of Q3 2026.
  • Diversify Wealth Management sold 445 Western Union shares in Q3 2026, an estimated $3.24K.
  • Western Union made up ﹤0.01% of Diversify Wealth Management's portfolio in Q3 2026, its #1252 holding.
  • Diversify Wealth Management first reported a position in Western Union in Q1 2026 and has held it in 3 quarters since.
  • Diversify Wealth Management's Western Union position peaked at $139K in Q1 2026.
  • 101 funds tracked by Wall St. Rank held Western Union as of Q3 2026.

Based on Diversify Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.