IFWM
WU icon

Institute for Wealth Management’s Western Union WU Stock Holding History

Institute for 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
Q2 		$5.58K Buy
+725
New +$6.08K ﹤0.01% 1439

Other funds holding WU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
BAM
Brickwood Asset Management London, United Kingdom $139M AUM 3.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
FSC
Fourth Sail Capital Camana Bay Grand Cayman, Cayman Islands $660M AUM 27% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

Institute for Wealth Management's WU Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Western Union (WU) in Q2 2026: 725 shares worth $5.58K. The stake represents ﹤0.01% of the portfolio and ranks #1439 among its holdings.

256 funds tracked by Wall St. Rank hold WU as of Q2 2026.

  • Institute for Wealth Management held 725 shares of Western Union worth $5.58K as of Q2 2026.
  • Western Union was a new Institute for Wealth Management position in Q2 2026.
  • Western Union made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1439 holding.
  • 256 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.