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Funds Holding Western Union Co

Every registered fund lists what it holds each quarter. These are the ones reporting a position in Western Union Co, ordered by how much of each fund the position represents rather than by its size.

Institutional holders of WU →
Funds holding
92
as of 2026-07-31
Reported value
$224.8M
summed across funds
Fund families
46
named trusts
Largest conviction
2.70%
of a single fund

Largest share of a fund

A small position that is a large part of its fund says more than a large one that is a rounding error.

FundOf the fund
Leadershares Alphafactor Tactical Focused ETFTwo Roads Shared Trust269.9K sh$1.7M2.70%
Global X SuperDividend U.S. ETFGLOBAL X FUNDS1.6M sh$10.4M1.32%
Cambria Shareholder Yield ETFCambria ETF Trust1.3M sh$8.3M0.84%
Cambria Micro and SmallCap Shareholder Yield ETFCambria ETF Trust44.4K sh$282.3K0.83%
Arrow Dow Jones Global Yield ETFArrow ETF Trust40.7K sh$258.6K0.69%
Global X SuperDividend ETFGLOBAL X FUNDS1.3M sh$8.1M0.66%
Pacer S&P SmallCap 600 Quality FCF Aristocrats ETFPacer Funds Trust1.6K sh$10.5K0.61%
Steward Large Cap Value FundSteward Funds Inc147K sh$934.9K0.61%
Columbia Small Cap Value Discovery FundCOLUMBIA FUNDS SERIES TRUST I1.8M sh$11.3M0.45%
Hartford Multifactor Small Cap ETFLattice Strategies Trust39.3K sh$249.7K0.41%
LSV U.S. Managed Volatility FundADVISORS' INNER CIRCLE FUND16.8K sh$106.8K0.37%
LSV Global Managed Volatility FundADVISORS' INNER CIRCLE FUND6.2K sh$39.4K0.35%
LSV Value Equity FundADVISORS' INNER CIRCLE FUND577.4K sh$3.7M0.30%
Harbor Mid Cap Value FundHARBOR FUNDS169.7K sh$1.1M0.23%
SMALL-CAP VALUE PROFUNDProFunds2.6K sh$16.3K0.21%
Nuveen ESG Small-Cap ETFNuShares ETF Trust301.5K sh$1.9M0.15%
Fidelity Flex Mid Cap Focused Index FundFidelity Salem Street Trust4.5K sh$28.5K0.14%
JPMorgan U.S. Value Factor ETFJ.P. Morgan Exchange-Traded Fund Trust169K sh$1.1M0.13%
U.S. Small Cap Growth PortfolioDFA INVESTMENT DIMENSIONS GROUP INC376K sh$2.4M0.12%
BNY Mellon Smallcap Stock Index FundBNY MELLON INDEX FUNDS, INC.145.8K sh$927.2K0.11%
SmallCap S&P 600 Index FundPrincipal Funds, Inc230.2K sh$1.5M0.11%
Invesco BuyBack AchieversTM ETFInvesco Exchange-Traded Fund Trust307.9K sh$2M0.09%
BNY Mellon US Small Cap Core Equity ETFBNY Mellon ETF Trust11.8K sh$75.1K0.09%
U.S. MICRO CAP PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC1M sh$6.6M0.08%
Fidelity Small-Mid Multifactor ETFFidelity Covington Trust330K sh$2.1M0.08%
Innovator U.S. Small Cap Managed 10 Buffer ETFInnovator ETFs Trust1.3K sh$8.4K0.08%
JPMorgan BetaBuilders U.S. Small Cap Equity ETFJ.P. Morgan Exchange-Traded Fund Trust83.9K sh$533.5K0.08%
Capital Income BuilderCapital Income Builder14.3M sh$90.8M0.07%
Federated Hermes MDT Balanced FundFederated Hermes MDT Series31.1K sh$197.5K0.06%
Steward Values Enhanced Small-Mid Cap FundSteward Funds Inc17.9K sh$113.6K0.06%
JPMorgan Diversified Return U.S. Equity ETFJ.P. Morgan Exchange-Traded Fund Trust41.8K sh$266K0.06%
iShares Morningstar Small-Cap Value ETFiShares Trust58.7K sh$373.1K0.05%
American Beacon Small Cap Value FundAMERICAN BEACON FUNDS301.3K sh$1.9M0.05%
YieldMax(R) U.S. Stocks Target Double Distribution ETFTidal Trust II518 sh$3.3K0.05%
Fidelity Flex Mid Cap Index FundFidelity Salem Street Trust46.5K sh$295.8K0.05%
U.S. SMALL CAP PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC1.4M sh$9M0.05%
Equity Income FundRUSSELL INVESTMENT CO10.8K sh$68.9K0.04%
Dimensional U.S. Small Cap ETFDimensional ETF Trust996.6K sh$6.3M0.04%
LSV Conservative Value Equity FundADVISORS' INNER CIRCLE FUND10.8K sh$68.7K0.04%
iShares Morningstar Small-Cap ETFiShares Trust13.7K sh$86.9K0.03%
iShares U.S. Small-Cap Equity Factor ETFiShares Trust186.3K sh$1.2M0.03%
Fidelity ZERO Extended Market Index FundFidelity Concord Street Trust116.3K sh$739.6K0.03%
Victory Extended Market Index FundVictory Portfolios III35.6K sh$226.3K0.03%
Dimensional US Vector Equity ETFDimensional ETF Trust22.1K sh$140.4K0.03%
Schwab Fundamental U.S. Large Company Index FundSCHWAB CAPITAL TRUST464.4K sh$3M0.02%
U.S. VECTOR EQUITY PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC192.7K sh$1.2M0.02%
iShares Russell Small/Mid-Cap Index FundBlackRock Funds45K sh$286.2K0.02%
iShares U.S. Industrials ETFiShares Trust65.1K sh$413.8K0.02%
Fidelity MSCI Financials Index ETFFIDELITY COVINGTON TRUST76K sh$483.6K0.02%
Invesco RAFI US 1000 ETFInvesco Exchange-Traded Fund Trust289.4K sh$1.8M0.02%
JPMorgan Diversified Return U.S. Mid Cap Equity ETFJ.P. Morgan Exchange-Traded Fund Trust13.6K sh$86.5K0.02%
Fidelity SAI U.S. Low Volatility Index FundFidelity Salem Street Trust534.9K sh$3.4M0.01%
SA Franklin Tactical Opportunities PortfolioSUNAMERICA SERIES TRUST2.5K sh$15.8K0.01%
Fidelity Mid Cap Index FundFidelity Salem Street Trust1.2M sh$7.5M0.01%
Schwab U.S. Mid-Cap Index FundSCHWAB CAPITAL TRUST62.1K sh$394.9K0.01%
FlexShares Morningstar US Market Factor Tilt Index FundFlexShares Trust48K sh$305.5K0.01%
Dimensional US Core Equity 1 ETFDimensional ETF Trust72.9K sh$463.9K0.01%
iShares Russell Mid-Cap Index FundBlackRock Funds46K sh$292.5K0.01%
U.S. Sustainability Core 1 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC150.4K sh$956.6K0.01%
Dimensional US Sustainability Core 1 ETFDimensional ETF Trust40.1K sh$255K0.01%
Columbia Research Enhanced Core ETFColumbia ETF Trust I95.1K sh$604.8K0.01%
Dimensional U.S. Core Equity 2 ETFDimensional ETF Trust743.6K sh$4.7M0.01%
VANGUARD HIGH DIVIDEND YIELD INDEX FUNDVANGUARD WHITEHALL FUNDS1.3M sh$8.1M0.01%
U.S. Social Core Equity 2 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC28.7K sh$182.7K0.01%
Green Century Equity FundGREEN CENTURY FUNDS7.6K sh$48.3K0.01%
iShares ESG MSCI KLD 400 ETFiShares Trust49.7K sh$316.4K0.01%
U.S. CORE EQUITY 2 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC341.2K sh$2.2M0.01%
Nuveen Large Cap Value Index FundTIAA-CREF Funds115.4K sh$734K0.01%
Fidelity Large Cap Value Index FundFidelity Salem Street Trust122.5K sh$779.4K0.01%
Fidelity Series Large Cap Value Index FundFidelity Salem Street Trust104.5K sh$664.4K0.01%
Schwab U.S. Large-Cap Value Index FundSCHWAB CAPITAL TRUST9.4K sh$60K0.01%
Dimensional US Core Equity Market ETFDimensional ETF Trust95.7K sh$608.3K0.00%
U.S. CORE EQUITY 1 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC281.6K sh$1.8M0.00%
Dimensional U.S. Marketwide Value ETFDimensional ETF Trust88.5K sh$562.6K0.00%
Knights of Columbus U.S. ALL CAP INDEX FUNDADVISORS' INNER CIRCLE III1.8K sh$11.2K0.00%
Dimensional U.S. Equity Market ETFDimensional ETF Trust101K sh$642.6K0.00%
Nuveen Equity Index FundTIAA-CREF Funds267.8K sh$1.7M0.00%
Fidelity ZERO Total Market Index FundFidelity Concord Street Trust172.8K sh$1.1M0.00%
Wilmington Large-Cap Strategy FundWilmington Funds2.7K sh$17.1K0.00%
Schwab Total Stock Market Index FundSCHWAB CAPITAL TRUST190K sh$1.2M0.00%
AMT Diversified Equity FundADVISER MANAGED TRUST1.6K sh$10K0.00%
iShares Total U.S. Stock Market Index FundBlackRock Funds18.2K sh$115.5K0.00%
MidCap Value Fund IPrincipal Funds, Inc7.9K sh$50.1K0.00%
THRIVENT AGGRESSIVE ALLOCATION FUNDThrivent Mutual Funds8.5K sh$54.3K0.00%
VANGUARD TOTAL WORLD STOCK INDEX FUNDVANGUARD INTERNATIONAL EQUITY INDEX FUNDS217.9K sh$1.4M0.00%
THRIVENT GLOBAL STOCK FUNDThrivent Mutual Funds5.1K sh$32.5K0.00%
THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUNDThrivent Mutual Funds11.8K sh$74.9K0.00%
E*TRADE No Fee Total Market Index FundE Trade Trust208 sh$1.3K0.00%
THRIVENT MODERATE ALLOCATION FUNDThrivent Mutual Funds5.7K sh$36.2K0.00%
THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUNDThrivent Mutual Funds806 sh$5.1K0.00%
JPMorgan U.S. Large Cap Value Plus ETFJ.P. Morgan Exchange-Traded Fund Trust-8.2K sh-$52.2K-0.21%
JPMorgan Research Market Neutral FundJPMorgan Trust I-169.8K sh-$1.1M-0.29%

Source: quarterly NPORT-P filings, via EDGAR. Positions arrive by CUSIP; each one here has been confirmed against OpenFIGI rather than matched by name. NPORT covers mutual funds, ETFs and closed-end funds alike and does not distinguish them, and positions are as of quarter end — a fund may have sold out entirely since. The summed value counts each filing once, so two share classes of the same fund appear twice.

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