Essential Partners
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Essential Partners’s Western Union WU Stock Holding History

Essential Partners’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 		– Sell
-2,796
Closed -$21.5K – 3009
2026
Q2 		$21.5K Buy
2,796
+1,239
+80% +$10.4K 0.01% 876
2026
Q1 		$13.6K Buy
1,557
+461
+42% +$4.36K ﹤0.01% 1094
2025
Q4 		$10.2K Buy
1,096
+743
+210% +$6.56K ﹤0.01% 1163
2025
Q3 		$2.82K Sell
353
-17,614
-98% -$147K ﹤0.01% 1666
2025
Q2 		$151K Buy
+17,967
New +$171K 0.06% 308

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

Essential Partners's WU Position: Q3 2026 in Review

Essential Partners sold out of Western Union (WU) in Q3 2026, closing a stake of 2,796 shares — an estimated $21.5K sold.

Essential Partners first reported a position in WU in Q2 2025 and held it in 5 quarters. The position peaked at $151K in Q2 2025. 101 funds tracked by Wall St. Rank hold WU as of Q3 2026.

  • Essential Partners reported no remaining Western Union position as of Q3 2026 after selling out during the quarter.
  • Essential Partners sold 2,796 Western Union shares in Q3 2026, an estimated $21.5K.
  • Essential Partners first reported a position in Western Union in Q2 2025 and held it in 5 quarters.
  • Essential Partners's Western Union position peaked at $151K in Q2 2025.
  • 101 funds tracked by Wall St. Rank held Western Union as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.