As of the latest SEC filings, Western Union CO (WU) is held by 352 institutional funds. The largest fund shareholder is Capital Income Builder (CIRAX), holding an estimated $129,713,827.32 in market value, representing 0.10% of its portfolio.
Funds holding Western Union CO (WU)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- WU
- CIK:
- 0001365135
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
CIRAX
Capital Income Builder
|
MF | Independent / Boutique | 0.10% | $129,713,827.32 | 14,269,948 | Apr 30, 2026 | Jun 26, 2026 |
|
IJR
iShares Core S&P Small-Cap ETF
|
ETF | BlackRock / iShares | 0.11% | $101,071,662.30 | 11,577,510 | Mar 31, 2026 | May 26, 2026 |
|
SCHD
Schwab U.S. Dividend Equity ETF
|
ETF | Charles Schwab | 0.11% | $94,353,151.05 | 9,797,835 | Feb 28, 2026 | Apr 24, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $88,034,498.55 | 10,084,135 | Mar 31, 2026 | May 28, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.04% | $63,163,959.48 | 7,235,276 | Mar 31, 2026 | May 28, 2026 |
|
PMJAX
PIMCO RAE US Small Fund
|
MF | PIMCO | 1.77% | $55,798,144.20 | 6,391,540 | Mar 31, 2026 | May 29, 2026 |
|
SGIIX
First Eagle Global Fund
|
MF | Independent / Boutique | 0.05% | $40,325,672.59 | 40,330,000 | Apr 30, 2026 | Jun 25, 2026 |
|
VISVX
VANGUARD SMALL-CAP VALUE INDEX FUND
|
ETF | Vanguard | 0.07% | $40,178,978.19 | 4,602,403 | Mar 31, 2026 | May 28, 2026 |
|
-
Thornburg Capital Management Fund
|
ETF | Independent / Boutique | 1.68% | $39,995,488.88 | 40,000,000 | Mar 31, 2026 | May 26, 2026 |
|
SGOIX
First Eagle Overseas Fund
|
MF | Independent / Boutique | 0.20% | $34,554,291.93 | 34,558,000 | Apr 30, 2026 | Jun 25, 2026 |
|
WEUSX
SIIT WORLD EQUITY EX-US FUND
|
MF | Independent / Boutique | 0.35% | $32,834,736.90 | 3,409,630 | Feb 28, 2026 | Apr 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.04% | $30,925,841.67 | 3,542,479 | Mar 31, 2026 | May 28, 2026 |
|
SPSM
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF
|
ETF | State Street (SPDR) | 0.18% | $25,098,261.12 | 2,874,944 | Mar 31, 2026 | May 28, 2026 |
|
OUSM
ALPS | OShares U.S. Small-Cap Quality Dividend ETF
|
ETF | Independent / Boutique | 2.23% | $20,876,328.09 | 2,167,843 | Feb 28, 2026 | Apr 29, 2026 |
|
FGD
First Trust Dow Jones Global Select Dividend Index Fund
|
ETF | First Trust | 1.61% | $20,382,891.30 | 2,334,810 | Mar 31, 2026 | May 21, 2026 |
|
VTSIX
VANGUARD TAX-MANAGED SMALL-CAP FUND
|
MF | Vanguard | 0.20% | $19,637,550.09 | 2,249,433 | Mar 31, 2026 | May 28, 2026 |
|
STFGX
State Farm Growth Fund
|
MF | Independent / Boutique | 0.19% | $16,891,677.00 | 1,934,900 | Mar 31, 2026 | May 29, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.04% | $16,254,727.38 | 1,687,926 | Feb 28, 2026 | Apr 24, 2026 |
|
FEGOX
First Eagle Gold Fund
|
MF | Independent / Boutique | 0.30% | $15,995,283.52 | 15,997,000 | Apr 30, 2026 | Jun 25, 2026 |
|
IJS
iShares S&P Small-Cap 600 Value ETF
|
ETF | BlackRock / iShares | 0.21% | $15,934,746.78 | 1,825,286 | Mar 31, 2026 | May 26, 2026 |
|
FGINX
Nomura Growth and Income Fund
|
MF | Independent / Boutique | 0.83% | $14,968,056.42 | 1,714,554 | Mar 31, 2026 | May 28, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.07% | $14,865,320.61 | 1,543,647 | Feb 28, 2026 | Apr 24, 2026 |
|
SLYV
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF
|
ETF | State Street (SPDR) | 0.36% | $14,531,512.77 | 1,664,549 | Mar 31, 2026 | May 28, 2026 |
|
DIV
Global X SuperDividend U.S. ETF
|
ETF | Independent / Boutique | 1.92% | $14,415,403.77 | 1,585,853 | Apr 30, 2026 | Jun 29, 2026 |
|
FSAKX
Strategic Advisers U.S. Total Stock Fund
|
MF | Fidelity | 0.02% | $13,885,583.67 | 1,441,909 | Feb 28, 2026 | Apr 24, 2026 |
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