The Western Union Company
MX ˙ BMV ˙ US9598021098
SecurityMX:WU / The Western Union Company
InstitutionCreative Planning
Latest Disclosed Ownership33,817 shares
Latest Disclosed Value $ 295,221
Creative Planning reports 10.50% increase in ownership of WU / The Western Union Company

On May 12, 2026 - Creative Planning filed a 13F-HR form disclosing ownership of 33,817 shares of The Western Union Company (MX:WU) valued at $295,221 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 30,604 shares of The Western Union Company. This represents a change in shares of 10.50% 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)
2026-05-12 2026-03-31 13F WESTERN UN COM 959802109 33,817 3,213 10.50 295 3.87 0.0002
2026-02-17 2025-12-31 13F WESTERN UN COM 959802109 30,604 623 2.08 285 18.83 0.0002
2025-11-14 2025-09-30 13F WESTERN UN COM 959802109 29,981 712 2.43 240 -2.85 0.0002
2025-08-08 2025-06-30 13F WESTERN UN COM 959802109 29,269 -196 -0.67 246 -20.90 0.0002
2025-05-15 2025-03-31 13F WESTERN UN COM 959802109 29,465 7,421 33.66 312 33.48 0.0003
2025-02-14 2024-12-31 13F WESTERN UN COM 959802109 22,044 1,029 4.90 234 -6.80 0.0002
2024-10-11 2024-09-30 13F WESTERN UN COM 959802109 21,015 -554 -2.57 251 -4.94 0.0002
2024-08-15 2024-06-30 13F WESTERN UN COM 959802109 21,569 -2 -0.01 264 -12.62 0.0003
2024-05-13 2024-03-31 13F WESTERN UN COM 959802109 21,571 -2,076 -8.78 302 7.12 0.0003
2024-02-14 2023-12-31 13F WESTERN UN COM 959802109 23,647 -511 -2.12 282 -11.64 0.0005
2023-11-16 2023-09-30 13F WESTERN UN COM 959802109 24,158 1,035 4.48 318 17.34 0.0004
2023-07-21 2023-06-30 13F WESTERN UN COM 959802109 23,123 -6,377 -21.62 271 -17.38 0.0004
2023-05-15 2023-03-31 13F WESTERN UN COM 959802109 29,500 -606 -2.01 329 -20.77 0.0005
2023-02-10 2022-12-31 13F WESTERN UN COM 959802109 30,106 -1,575 -4.97 415 -3.27 0.0006
2022-11-03 2022-09-30 13F WESTERN UN COM 959802109 31,681 2,668 9.20 428 -10.46 0.0007
2022-08-15 2022-06-30 13F WESTERN UN COM 959802109 29,013 6,124 26.76 478 11.42 0.0008
2022-05-16 2022-03-31 13F WESTERN UN COM 959802109 22,889 -3,489 -13.23 429 -8.92 0.0007
2022-02-11 2021-12-31 13F WESTERN UN COM 959802109 26,378 2,814 11.94 471 -1.05 0.0008
2021-11-10 2021-09-30 13F WESTERN UN COM 959802109 23,564 1,342 6.04 476 -6.67 0.0008
2021-08-04 2021-06-30 13F WESTERN UN COM 959802109 22,222 -10,710 -32.52 510 -37.19 0.0009
2021-04-30 2021-03-31 13F CreativePlanning COM 959802109 32,932 7,979 31.98 812 48.45 0.0016
2021-01-29 2020-12-31 13F WESTERN UN COM 959802109 24,953 216 0.87 547 3.21 0.0012
2020-11-05 2020-09-30 13F WESTERN UN COM 959802109 24,737 5,590 29.20 530 28.02 0.0014
2020-07-23 2020-06-30 13F WESTERN UN COM 959802109 19,147 -1,039 -5.15 414 13.11 0.0012
2020-05-05 2020-03-31 13F WESTERN UN COM 959802109 20,186 2,576 14.63 366 -22.46 0.0013
2020-01-30 2019-12-31 13F WESTERN UN COM 959802109 17,610 73 0.42 472 16.26 0.0014
2019-11-01 2019-09-30 13F WESTERN UN COM 959802109 17,537 95 0.54 406 17.00 0.0013
2019-07-26 2019-06-30 13F WESTERN UN COM 959802109 17,442 -4,806 -21.60 347 -15.57 0.0012
2019-04-24 2019-03-31 13F WESTERN UN COM 959802109 22,248 -944 -4.07 411 3.79 0.0015
2019-02-12 2018-12-31 13F/A-1 WESTERN UN COM 959802109 23,192 -55 -0.24 396 -10.61 0.0016
2019-02-01 2018-12-31 13F WESTERN UN COM 959802109 23,192 -55 396
2018-10-25 2018-09-30 13F WESTERN UN COM 959802109 23,247 4,289 22.62 443 15.06 0.0016
2018-07-20 2018-06-30 13F WESTERN UN COM 959802109 18,958 349 1.88 385 7.54 0.0015
2018-04-18 2018-03-31 13F WESTERN UN COM 959802109 18,609 -82 -0.44 358 0.85 0.0015
2018-01-17 2017-12-31 13F WESTERN UN COM 959802109 18,691 962 5.43 355 4.41 0.0015
2017-10-17 2017-09-30 13F WESTERN UN COM 959802109 17,729 94 0.53 340 1.19 0.0016
2017-07-12 2017-06-30 13F WESTERN UN COM 959802109 17,635 571 3.35 336 -3.17 0.0017
2017-04-07 2017-03-31 13F WESTERN UN COM 959802109 17,064 -481 -2.74 347 -8.92 0.0019
2017-01-09 2016-12-31 13F WESTERN UN COM 959802109 17,545 95 0.54 381 4.96 0.0023
2016-10-12 2016-09-30 13F WESTERN UN COM 959802109 17,450 -34 -0.19 363 8.36 0.0023
2016-07-12 2016-06-30 13F WESTERN UN COM 959802109 17,484 1,071 6.53 335 5.68 0.0024
2016-04-08 2016-03-31 13F WESTERN UN COM 959802109 16,413 429 2.68 317 10.84 0.0025
2016-01-11 2015-12-31 13F WESTERN UN COM 959802109 15,984 -1,183 -6.89 286 -9.21 0.0024
2015-10-09 2015-09-30 13F WESTERN UN COM 959802109 17,167 1,275 8.02 315 -2.48 0.0028
2015-07-09 2015-06-30 13F WESTERN UN COM 959802109 15,892 -728 -4.38 323 -6.65 0.0029
2015-04-13 2015-03-31 13F WESTERN UN COM 959802109 16,620 16,620 0.00 346 0.0033
2015-01-29 2014-12-31 13F WESTERN UN COM 959802109 0 -14,855 -100.00 0 -100.00
2014-10-10 2014-09-30 13F WESTERN UN COM 959802109 14,855 -132 -0.88 238 -8.46 0.0028
2014-08-20 2014-06-30 13F WESTERN UN COM 959802109 14,987 2,170 16.93 260 23.81 0.0034
2014-04-11 2014-03-31 13F WESTERN UN COM 959802109 12,817 -2,320 -15.33 210 -19.54 0.0032
2014-01-06 2013-12-31 13F WESTERN UN COM 959802109 15,137 4,405 41.05 261 30.50 0.0045
2013-10-10 2013-09-30 13F WESTERN UN COM 959802109 10,732 -407 -3.65 200 4.71 0.0040
2013-07-09 2013-06-30 13F WESTERN UN COM 959802109 11,139 11,139 191 0.0044
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.