WBI Investments’s Western Union WU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.46M | Sell |
167,676
-20,539
| -11% | -$194K | 0.4% | 52 |
|
|
2025
Q4 | $1.75M | Buy |
188,215
+32,950
| +21% | +$291K | 0.46% | 45 |
|
|
2025
Q3 | $1.24M | Buy |
155,265
+51,467
| +50% | +$430K | 0.32% | 81 |
|
|
2025
Q2 | $874K | Buy |
103,798
+6,798
| +7% | +$64.6K | 0.23% | 134 |
|
|
2025
Q1 | $1.03M | Buy |
97,000
+11,157
| +13% | +$118K | 0.27% | 97 |
|
|
2024
Q4 | $910K | Buy |
85,843
+29,356
| +52% | +$325K | 0.23% | 117 |
|
|
2024
Q3 | $674K | Buy |
56,487
+12,573
| +29% | +$152K | 0.16% | 147 |
|
|
2024
Q2 | $537K | Sell |
43,914
-8,365
| -16% | -$109K | 0.13% | 119 |
|
|
2024
Q1 | $731K | Buy |
52,279
+22,216
| +74% | +$286K | 0.15% | 121 |
|
|
2023
Q4 | $358K | Sell |
30,063
-20,565
| -41% | -$251K | 0.07% | 168 |
|
|
2023
Q3 | $667K | Sell |
50,628
-50,186
| -50% | -$615K | 0.13% | 130 |
|
|
2023
Q2 | $1.18M | Buy |
100,814
+11,092
| +12% | +$128K | 0.21% | 112 |
|
|
2023
Q1 | $1M | Sell |
89,722
-5,093
| -5% | -$66.3K | 0.2% | 118 |
|
|
2022
Q4 | $1.31M | Buy |
94,815
+9,611
| +11% | +$133K | 0.28% | 84 |
|
|
2022
Q3 | $1.14M | Sell |
85,204
-13,631
| -14% | -$214K | 0.33% | 51 |
|
|
2022
Q2 | $1.63M | Sell |
98,835
-94,606
| -49% | -$1.67M | 0.35% | 56 |
|
|
2022
Q1 | $3.62M | Buy |
193,441
+96,504
| +100% | +$1.78M | 0.59% | 49 |
|
|
2021
Q4 | $1.73M | Buy |
96,937
+41,393
| +75% | +$763K | 0.28% | 84 |
|
|
2021
Q3 | $1.12M | Buy |
+55,544
| New | +$1.23M | 0.19% | 105 |
|
|
2019
Q4 | – | Sell |
-57,715
| Closed | -$1.34M | – | 260 |
|
|
2019
Q3 | $1.34M | Sell |
57,715
-7,711
| -12% | -$166K | 0.13% | 114 |
|
|
2019
Q2 | $1.3M | Buy |
+65,426
| New | +$1.28M | 0.11% | 139 |
|
|
2018
Q3 | – | Sell |
-1,987,793
| Closed | -$40.4M | – | 350 |
|
|
2018
Q2 | $40.4M | Buy |
+1,987,793
| New | +$39.6M | 2.14% | 11 |
|
|
2018
Q1 | – | Sell |
-1,190,901
| Closed | -$22.6M | – | 338 |
|
|
2017
Q4 | $22.6M | Buy |
+1,190,901
| New | +$23.4M | 1.05% | 20 |
|
|
2017
Q1 | – | Sell |
-1,017,170
| Closed | -$22.1M | – | 384 |
|
|
2016
Q4 | $22.1M | Buy |
1,017,170
+530,781
| +109% | +$11M | 0.95% | 26 |
|
|
2016
Q3 | $10.1M | Buy |
+486,389
| New | +$9.99M | 0.39% | 60 |
|
|
2014
Q3 | – | Sell |
-844,978
| Closed | -$14.7M | – | 226 |
|
|
2014
Q2 | $14.7M | Buy |
844,978
+69,792
| +9% | +$1.13M | 0.63% | 52 |
|
|
2014
Q1 | $12.7M | Sell |
775,186
-1,874,291
| -71% | -$30.5M | 0.56% | 58 |
|
|
2013
Q4 | $45.7M | Buy |
+2,649,477
| New | +$46.4M | 2.01% | 12 |
|
Other funds holding WU
VPM
VCM
WBI Investments's WU Position: Q1 2026 in Review
WBI Investments reduced its Western Union (WU) stake by 11% in Q1 2026, selling an estimated $194K and leaving 167,676 shares worth $1.46M. The position accounts for 0.4% of the portfolio, ranked #52.
WBI Investments first reported a position in WU in Q4 2013 and has held it in 28 quarters since. The position peaked at $45.7M in Q4 2013. 507 funds tracked by Wall St. Rank hold WU as of Q1 2026.
- WBI Investments held 167,676 shares of Western Union worth $1.46M as of Q1 2026.
- WBI Investments sold 20,539 Western Union shares in Q1 2026, an estimated $194K.
- Western Union made up 0.4% of WBI Investments's portfolio in Q1 2026, its #52 holding.
- WBI Investments first reported a position in Western Union in Q4 2013 and has held it in 28 quarters since.
- WBI Investments's Western Union position peaked at $45.7M in Q4 2013.
- 507 funds tracked by Wall St. Rank held Western Union as of Q1 2026.
Based on WBI Investments's 13F filing for Q1 2026, filed 11 May 2026.