The Western Union Company
US ˙ NYSE ˙ US9598021098

SecurityWU / The Western Union Company
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership13,929 shares
Latest Disclosed Value $ 121,600
IFP Advisors, Inc reports 23.13% decrease in ownership of WU / The Western Union Company

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 13,929 shares of The Western Union Company (US:WU) valued at $121,600 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 18,120 shares of The Western Union Company. This represents a change in shares of -23.13% during the quarter. The current value of the position is $110,039 USD.

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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-13 2026-03-31 13F WESTERN UN cs 959802109 13,929 -4,191 -23.13 122 -27.98 0.0025
2026-02-06 2025-12-31 13F WESTERN UN cs 959802109 18,120 6,442 55.16 169 80.65 0.0038
2026-02-06 2025-09-30 13F/A-1 WESTERN UN cs 959802109 11,678 6,344 118.94 93 52.46 0.0024
2025-12-02 2025-09-30 13F WESTERN UN cs 959802109 8,198 2,864 121 0.0031
2025-07-24 2025-06-30 13F WESTERN UN cs 959802109 5,334 1,109 26.25 61 38.64 0.0017
2025-05-05 2025-03-31 13F WESTERN UN cs 959802109 4,225 -15,980 -79.09 45 -79.44 0.0014
2025-02-04 2024-12-31 13F WESTERN UN cs 959802109 20,205 4,225 26.44 214 12.63 0.0070
2025-02-04 2024-09-30 13F WESTERN UN cs 959802109 15,980 -375 -2.29 191 -4.52 0.0069
2024-07-30 2024-06-30 13F WESTERN UN cs 959802109 16,355 4,500 37.96 200 20.61 0.0079
2024-07-30 2024-03-31 13F WESTERN UN cs 959802109 11,855 -473 -3.84 166 13.01 0.0073
2024-01-09 2023-12-31 13F WESTERN UN cs 959802109 12,328 -1,112 -8.27 147 -17.51 0.0069
2023-10-12 2023-09-30 13F WESTERN UN cs 959802109 13,440 -1,031 -7.12 177 4.73 0.0080
2023-08-14 2023-06-30 13F/A-1 WESTERN UN cs 959802109 14,471 -397 -2.67 170 -36.47 0.0071
2023-08-04 2023-06-30 13F WESTERN UN cs 959802109 14,471 -397 259 0.0120
2023-04-18 2023-03-31 13F WESTERN UN cs 959802109 14,868 -3,166 -17.56 267 0.0116
2023-02-07 2022-12-31 13F WESTERN UN cs 959802109 18,034 -228 -1.25 0 -100.00 0.0088
2022-11-08 2022-09-30 13F WESTERN UN cs 959802109 18,262 1,011 5.86 336 6.67 0.0088
2022-09-06 2022-06-30 13F/A-1 WESTERN UN cs 959802109 17,251 0 0.00 315 0.00 0.0101
2022-09-06 2022-03-31 13F/A-1 WESTERN UN cs 959802109 17,251 -49 -0.28 315 1.94 0.0101
2022-08-08 2022-03-31 13F WESTERN UN CO COM Stock 959802109 16,994 -306 306 0.0062
2022-01-12 2021-12-31 13F WESTERN UN CO COM Stock 959802109 17,300 -5,477 -24.05 309 -32.97 0.0060
2021-10-06 2021-09-30 13F WESTERN UN CO COM Stock 959802109 22,777 9,066 66.12 461 47.76 0.0092
2021-07-13 2021-06-30 13F WESTERN UN CO COM Stock 959802109 13,711 5,166 60.46 312 49.28 0.0065
2021-04-30 2021-03-31 13F WESTERN UN CO COM Stock 959802109 8,545 1,754 25.83 209 37.50 0.0041
2021-01-25 2020-12-31 13F WESTERN UN CO COM Stock 959802109 6,791 -277 -3.92 152 -0.65 0.0062
2020-10-29 2020-09-30 13F WESTERN UN CO COM Stock 959802109 7,068 -841 -10.63 153 -9.47 0.0091
2020-08-05 2020-06-30 13F WESTERN UN CO COM Stock 959802109 7,909 8 0.10 169 3.68 0.0134
2020-05-12 2020-03-31 13F WESTERN UN CO COM Stock 959802109 7,901 3,113 65.02 163 24.43 0.0164
2020-01-17 2019-12-31 13F WESTERN UN CO COM Stock 959802109 4,788 839 21.25 131 45.56 0.0098
2019-11-07 2019-09-30 13F WESTERN UN CO COM Stock 959802109 3,949 3,921 14,003.57 90 8,900.00 0.0060
2019-05-15 2019-03-31 13F WESTERN UNION Stock 959802109 28 -5,748 -99.52 1 -98.98 0.0001
2019-06-03 2018-12-31 13F/A-10 WESTERN UN CO COM Stock 959802109 5,776 258 4.68 98 -6.67 0.0060
2019-01-23 2018-12-31 13F WESTERN UN CO COM Stock 959802109 5,776 258 98 0.0060
2019-06-03 2018-09-30 13F/A-9 WESTERN UN CO COM Stock 959802109 5,518 136 2.53 105 -3.67 0.0043
2018-10-25 2018-09-30 13F WESTERN UN CO COM Stock 959802109 5,518 136 105 0.0043
2019-06-03 2018-06-30 13F/A-8 WESTERN UN CO COM Stock 959802109 5,382 -1,014 -15.85 109 -10.66 0.0046
2018-08-07 2018-06-30 13F WESTERN UN CO COM Stock 959802109 5,382 -468 109
2019-06-03 2018-03-31 13F/A-7 WESTERN UN CO COM Stock 959802109 6,396 0 0.00 122 0.00 0.0055
2018-05-09 2018-03-31 13F WESTERN UN CO COM Stock 959802109 5,850 -546 112
2019-06-03 2017-12-31 13F/A-6 WESTERN UN CO COM Stock 959802109 6,396 -1,712 -21.11 122 -21.79 0.0055
2018-01-24 2017-12-31 13F WESTERN UN CO COM Stock 959802109 6,396 -1,712 122
2017-10-30 2017-09-30 13F WESTERN UN CO COM Stock 959802109 8,108 272 3.47 156 4.70 0.0062
2019-06-03 2017-06-30 13F/A-5 WESTERN UN CO COM Stock 959802109 7,836 239 3.15 149 -3.87 0.0063
2017-07-31 2017-06-30 13F WESTERN UN CO COM Stock 959802109 7,836 239 149
2019-06-03 2017-03-31 13F/A-4 WESTERN UN CO COM Stock 959802109 7,597 567 8.07 155 1.31 0.0068
2017-04-26 2017-03-31 13F WESTERN UN CO COM Stock 959802109 7,597 567 155
2019-06-03 2016-12-31 13F/A-3 WESTERN UN CO COM Stock 959802109 7,030 54 0.77 153 5.52 0.0074
2017-02-14 2016-12-31 13F WESTERN UN CO COM Stock 959802109 7,030 54 153
2016-11-04 2016-09-30 13F WESTERN UN CO COM Stock 959802109 6,976 762 12.26 145 21.85 0.0075
2019-06-03 2016-06-30 13F/A-2 WESTERN UN CO COM Stock 959802109 6,214 6,186 22,092.86 119 11,800.00 0.0066
2016-08-22 2016-06-30 13F WESTERN UN CO COM Stock 959802109 6,214 6,186 119
2019-06-03 2016-03-31 13F/A-1 WESTERN UNION Stock 959802109 28 -11,622 -99.76 1 -99.52 0.0001
2016-05-02 2016-03-31 13F WESTERN UN CO COM Stock 959802109 5,251 -6,399 101
2016-02-11 2015-12-31 13F WESTERN UN CO COM Stock 959802109 11,650 11,650 209 0.0140
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.