The Western Union Company
MX ˙ BMV ˙ US9598021098
SecurityMX:WU / The Western Union Company
InstitutionFirst Trust Advisors Lp
Latest Disclosed Ownership3,966,409 shares
Latest Disclosed Value $ 34,626,607
First Trust Advisors Lp reports 19.44% increase in ownership of WU / The Western Union Company

On May 13, 2026 - First Trust Advisors Lp filed a 13F-HR form disclosing ownership of 3,966,409 shares of The Western Union Company (MX:WU) valued at $34,626,607 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 3,320,958 shares of The Western Union Company. This represents a change in shares of 19.44% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F WESTERN UN COM 959802109 3,966,409 645,451 19.44 34,627 11.99 0.0247
2026-02-13 2025-12-31 13F WESTERN UN COM 959802109 3,320,958 -3,465,689 -51.07 30,918 -42.98 0.0225
2025-11-12 2025-09-30 13F WESTERN UN COM 959802109 6,786,647 1,656,295 32.28 54,225 25.53 0.0403
2025-08-13 2025-06-30 13F WESTERN UN COM 959802109 5,130,352 -229,875 -4.29 43,198 -23.83 0.0347
2025-05-14 2025-03-31 13F WESTERN UN COM 959802109 5,360,227 1,804,274 50.74 56,711 50.45 0.0502
2025-02-13 2024-12-31 13F WESTERN UN COM 959802109 3,555,953 487,865 15.90 37,693 2.98 0.0332
2024-11-13 2024-09-30 13F WESTERN UN COM 959802109 3,068,088 184,412 6.40 36,602 3.87 0.0349
2024-08-13 2024-06-30 13F WESTERN UN COM 959802109 2,883,676 -590,364 -16.99 35,239 -27.44 0.0359
2024-05-13 2024-03-31 13F WESTERN UN COM 959802109 3,474,040 446,541 14.75 48,567 34.58 0.0493
2024-02-13 2023-12-31 13F WESTERN UN COM 959802109 3,027,499 -303,918 -9.12 36,088 -17.81 0.0394
2023-11-13 2023-09-30 13F WESTERN UN COM 959802109 3,331,417 -166,323 -4.76 43,908 7.02 0.0520
2023-08-14 2023-06-30 13F WESTERN UN COM 959802109 3,497,740 488,788 16.24 41,028 22.29 0.0467
2023-05-15 2023-03-31 13F WESTERN UN COM 959802109 3,008,952 280,988 10.30 33,550 -10.74 0.0387
2023-02-09 2022-12-31 13F WESTERN UN COM 959802109 2,727,964 532,441 24.25 37,587 26.81 0.0447
2022-11-14 2022-09-30 13F WESTERN UN COM 959802109 2,195,523 305,766 16.18 29,639 -4.77 0.0384
2022-08-12 2022-06-30 13F WESTERN UN COM 959802109 1,889,757 197,851 11.69 31,124 -1.84 0.0384
2022-05-13 2022-03-31 13F WESTERN UN COM 959802109 1,691,906 211,309 14.27 31,706 20.03 0.0324
2022-02-08 2021-12-31 13F WESTERN UN COM 959802109 1,480,597 314,170 26.93 26,414 11.99 0.0257
2021-11-15 2021-09-30 13F WESTERN UN COM 959802109 1,166,427 -61,147 -4.98 23,585 -16.36 0.0254
2021-10-12 2021-06-30 13F/A-1 WESTERN UN COM 959802109 1,227,574 233,763 23.52 28,197 15.06 0.0305
2021-08-16 2021-06-30 13F WESTERN UN COM 959802109 1,227,574 233,763 28,197 0.0291
2021-05-14 2021-03-31 13F WESTERN UN COM 959802109 993,811 469,201 89.44 24,507 112.92 0.0297
2021-02-02 2020-12-31 13F WESTERN UN COM 959802109 524,610 84,982 19.33 11,510 22.17 0.0153
2020-11-05 2020-09-30 13F WESTERN UN COM 959802109 439,628 107,647 32.43 9,421 31.27 0.0151
2020-07-22 2020-06-30 13F WESTERN UN COM 959802109 331,981 -244,372 -42.40 7,177 -31.31 0.0124
2020-05-06 2020-03-31 13F WESTERN UN COM 959802109 576,353 -675,610 -53.96 10,449 -68.84 0.0237
2020-02-03 2019-12-31 13F WESTERN UN COM 959802109 1,251,963 444,704 55.09 33,528 79.26 0.0573
2019-11-04 2019-09-30 13F WESTERN UN COM 959802109 807,259 90,360 12.60 18,704 31.17 0.0352
2019-07-30 2019-06-30 13F WESTERN UN COM 959802109 716,899 27,468 3.98 14,259 11.98 0.0269
2019-06-19 2019-03-31 13F/A-1 WESTERN UN COM 959802109 689,431 204,579 42.19 12,734 53.94 0.0253
2019-05-09 2019-03-31 13F WESTERN UN COM 959802109 689,431 204,579 12,734
2019-02-07 2018-12-31 13F WESTERN UN COM 959802109 484,852 -287,991 -37.26 8,272 -43.84 0.0196
2018-10-25 2018-09-30 13F WESTERN UN COM 959802109 772,843 303,825 64.78 14,730 54.48 0.0274
2018-08-02 2018-06-30 13F WESTERN UN COM 959802109 469,018 16,132 3.56 9,535 9.48 0.0198
2018-04-23 2018-03-31 13F WESTERN UN COM 959802109 452,886 102,202 29.14 8,709 30.63 0.0200
2018-02-08 2017-12-31 13F WESTERN UN COM 959802109 350,684 -19,886 -5.37 6,667 -6.30 0.0159
2017-10-24 2017-09-30 13F WESTERN UN COM 959802109 370,570 -13,778 -3.58 7,115 -2.83 0.0183
2017-08-02 2017-06-30 13F WESTERN UN COM 959802109 384,348 -1,177,979 -75.40 7,322 -76.97 0.0195
2017-05-02 2017-03-31 13F WESTERN UN COM 959802109 1,562,327 406,199 35.13 31,793 26.61 0.0881
2017-02-06 2016-12-31 13F WESTERN UN COM 959802109 1,156,128 -17,952 -1.53 25,111 2.73 0.0747
2016-11-01 2016-09-30 13F WESTERN UN COM 959802109 1,174,080 461,165 64.69 24,444 78.76 0.0730
2016-08-04 2016-06-30 13F WESTERN UN COM 959802109 712,915 372,579 109.47 13,674 108.29 0.0431
2016-05-10 2016-03-31 13F WESTERN UN COM 959802109 340,336 -210,697 -38.24 6,565 -33.48 0.0211
2016-05-04 2015-12-31 13F/A-1 WESTERN UN COM 959802109 551,033 61,459 12.55 9,869 9.79 0.0256
2016-02-03 2015-12-31 13F WESTERN UN COM 959802109 551,033 9,869
2015-11-05 2015-09-30 13F WESTERN UN COM 959802109 489,574 -500,074 -50.53 8,989 -55.32 0.0260
2015-08-04 2015-06-30 13F WESTERN UN COM 959802109 989,648 619,788 167.57 20,120 161.40 0.0522
2015-05-04 2015-03-31 13F WESTERN UN COM 959802109 369,860 35,053 10.47 7,697 28.37 0.0226
2015-02-13 2014-12-31 13F WESTERN UN COM 959802109 334,807 126,436 60.68 5,996 79.41 0.0202
2014-11-12 2014-09-30 13F WESTERN UN COM 959802109 208,371 -26,946 -11.45 3,342 -18.09 0.0131
2014-08-11 2014-06-30 13F WESTERN UN COM 959802109 235,317 -23,188 -8.97 4,080 -3.52 0.0170
2014-05-12 2014-03-31 13F WESTERN UN COM 959802109 258,505 20,964 8.83 4,229 3.20 0.0186
2014-08-08 2013-12-31 13F/A-1 WESTERN UN COM 959802109 237,541 -15,174 -6.00 4,098 -13.10 0.0199
2014-02-13 2013-12-31 13F WESTERN UN COM 959802109 237,541 4,098
2013-11-12 2013-09-30 13F WESTERN UN COM 959802109 252,715 27,453 12.19 4,716 22.37 0.0256
2013-08-12 2013-06-30 13F WESTERN UN COM 959802109 225,262 225,262 3,854 0.0251
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.