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Wealthspire Advisors (New York)’s Western Union WU Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-831
Closed -$6.64K – 2921
2025
Q3 		$6.64K Buy
+831
New +$6.95K ﹤0.01% 2211
2019
Q1 		– Sell
-1,418
Closed -$24K – 806
2018
Q4 		$24K Buy
+1,418
New +$25.8K ﹤0.01% 311

Other funds holding WU

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Wealthspire Advisors (New York)'s WU Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Western Union (WU) in Q4 2025, closing a stake of 831 shares — an estimated $6.64K sold.

Wealthspire Advisors (New York) first reported a position in WU in Q4 2018 and held it in 2 quarters. The position peaked at $24K in Q4 2018. 481 funds tracked by Wall St. Rank hold WU as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Western Union position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 831 Western Union shares in Q4 2025, an estimated $6.64K.
  • Wealthspire Advisors (New York) first reported a position in Western Union in Q4 2018 and held it in 2 quarters.
  • Wealthspire Advisors (New York)'s Western Union position peaked at $24K in Q4 2018.
  • 481 funds tracked by Wall St. Rank held Western Union as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.