The Western Union Company
MX ˙ BMV ˙ US9598021098
SecurityMX:WU / The Western Union Company
InstitutionGotham Asset Management, LLC
ManagerJoel Greenblatt
Latest Disclosed Ownership3,132,112 shares
Latest Disclosed Value $ 27,343,338
Gotham Asset Management, LLC reports 15.34% increase in ownership of WU / The Western Union Company

On May 15, 2026 - Gotham Asset Management, LLC filed a 13F-HR form disclosing ownership of 3,132,112 shares of The Western Union Company (MX:WU) valued at $27,343,338 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 2,715,573 shares of The Western Union Company. This represents a change in shares of 15.34% 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)
2026-05-15 2026-03-31 13F WESTERN UN COM 959802109 3,132,112 416,539 15.34 27,343 8.16 0.0837
2026-02-17 2025-12-31 13F WESTERN UN COM 959802109 2,715,573 -287,003 -9.56 25,282 5.38 0.0923
2025-11-14 2025-09-30 13F WESTERN UN COM 959802109 3,002,576 2,377,974 380.72 23,991 356.17 0.1044
2025-08-14 2025-06-30 13F WESTERN UN COM 959802109 624,602 193,338 44.83 5,259 15.28 0.0315
2025-05-15 2025-03-31 13F WESTERN UN COM 959802109 431,264 -168,944 -28.15 4,563 -28.29 0.0381
2025-02-14 2024-12-31 13F WESTERN UN COM 959802109 600,208 84,470 16.38 6,362 3.41 0.0603
2024-11-14 2024-09-30 13F WESTERN UN COM 959802109 515,738 237,760 85.53 6,153 81.15 0.0636
2024-08-14 2024-06-30 13F WESTERN UN COM 959802109 277,978 125,753 82.61 3,397 59.59 0.0440
2024-05-15 2024-03-31 13F WESTERN UN COM 959802109 152,225 1,284 0.85 2,128 18.29 0.0321
2024-02-14 2023-12-31 13F WESTERN UN COM 959802109 150,941 126,715 523.05 1,799 463.95 0.0334
2023-11-14 2023-09-30 13F WESTERN UN COM 959802109 24,226 -26,348 -52.10 319 -46.21 0.0066
2023-08-14 2023-06-30 13F WESTERN UN COM 959802109 50,574 -36,004 -41.59 593 -38.55 0.0129
2023-05-15 2023-03-31 13F WESTERN UN COM 959802109 86,578 51,821 149.10 965 101.88 0.0234
2023-02-14 2022-12-31 13F WESTERN UN COM 959802109 34,757 10,292 42.07 479 44.85 0.0135
2022-11-14 2022-09-30 13F WESTERN UN COM 959802109 24,465 -100,587 -80.44 330 -83.98 0.0099
2022-08-15 2022-06-30 13F WESTERN UN COM 959802109 125,052 -20,325 -13.98 2,060 -24.38 0.0662
2022-05-16 2022-03-31 13F WESTERN UN COM 959802109 145,377 -571 -0.39 2,724 4.61 0.0843
2022-02-14 2021-12-31 13F WESTERN UN COM 959802109 145,948 -180,419 -55.28 2,604 -60.54 0.0840
2021-11-15 2021-09-30 13F WESTERN UN COM 959802109 326,367 109,536 50.52 6,599 32.48 0.2676
2021-08-16 2021-06-30 13F WESTERN UN COM 959802109 216,831 -6,559 -2.94 4,981 -9.58 0.2110
2021-05-17 2021-03-31 13F WESTERN UN COM 959802109 223,390 -83,975 -27.32 5,509 -18.31 0.2457
2021-02-16 2020-12-31 13F WESTERN UN COM 959802109 307,365 -22,186 -6.73 6,744 -4.50 0.2231
2020-11-16 2020-09-30 13F WESTERN UN COM 959802109 329,551 -115,163 -25.90 7,062 -26.55 0.2268
2020-08-13 2020-06-30 13F WESTERN UN COM 959802109 444,714 -143,571 -24.41 9,615 -9.85 0.2878
2020-05-15 2020-03-31 13F WESTERN UN COM 959802109 588,285 24,273 4.30 10,666 -29.38 0.2962
2020-02-14 2019-12-31 13F WESTERN UN COM 959802109 564,012 -79,544 -12.36 15,104 1.29 0.2773
2019-11-14 2019-09-30 13F WESTERN UN COM 959802109 643,556 -128,693 -16.66 14,911 -2.92 0.2634
2019-08-14 2019-06-30 13F WESTERN UN COM 959802109 772,249 198,608 34.62 15,360 44.97 0.2451
2019-05-15 2019-03-31 13F WESTERN UN COM 959802109 573,641 114,021 24.81 10,595 35.12 0.1552
2019-02-14 2018-12-31 13F WESTERN UN COM 959802109 459,620 459,620 7,841 0.1218
2018-05-15 2018-03-31 13F WESTERN UN COM 959802109 0 -360,406 -100.00 0 -100.00
2018-02-14 2017-12-31 13F WESTERN UN COM 959802109 360,406 -41,220 -10.26 6,851 -11.15 0.0995
2017-11-14 2017-09-30 13F WESTERN UN COM 959802109 401,626 -114,072 -22.12 7,711 -21.51 0.1132
2017-08-14 2017-06-30 13F WESTERN UN COM 959802109 515,698 -573,663 -52.66 9,824 -55.68 0.1378
2017-05-15 2017-03-31 13F WESTERN UN COM 959802109 1,089,361 -19,510 -1.76 22,168 -7.96 0.2815
2017-02-14 2016-12-31 13F WESTERN UN COM 959802109 1,108,871 -121,600 -9.88 24,085 -5.98 0.3101
2016-11-14 2016-09-30 13F WESTERN UN COM 959802109 1,230,471 -621,803 -33.57 25,618 -27.89 0.3336
2016-08-15 2016-06-30 13F WESTERN UN COM 959802109 1,852,274 -23,529 -1.25 35,527 -1.82 0.4259
2016-05-16 2016-03-31 13F WESTERN UN COM 959802109 1,875,803 -1,226,339 -39.53 36,184 -34.87 0.4056
2016-02-16 2015-12-31 13F WESTERN UN COM 959802109 3,102,142 -255,327 -7.60 55,559 -9.87 0.6032
2015-11-16 2015-09-30 13F WESTERN UN COM 959802109 3,357,469 -141,205 -4.04 61,643 -13.34 0.6015
2015-08-14 2015-06-30 13F WESTERN UN COM 959802109 3,498,674 321,230 10.11 71,128 7.57 0.5948
2015-05-15 2015-03-31 13F WESTERN UN COM 959802109 3,177,444 -310,976 -8.91 66,123 5.83 0.5044
2015-02-17 2014-12-31 13F WESTERN UN COM 959802109 3,488,420 163,129 4.91 62,478 17.14 0.5057
2014-11-14 2014-09-30 13F WESTERN UN COM 959802109 3,325,291 1,408,836 73.51 53,338 60.51 0.5305
2014-08-14 2014-06-30 13F WESTERN UN COM 959802109 1,916,455 518,336 37.07 33,231 45.28 0.4159
2014-05-15 2014-03-31 13F WESTERN UN COM 959802109 1,398,119 189,391 15.67 22,873 9.70 0.3444
2014-02-14 2013-12-31 13F WESTERN UN COM 959802109 1,208,728 338,137 38.84 20,851 28.35 0.4963
2013-11-14 2013-09-30 13F WESTERN UN COM 959802109 870,591 -35,526 -3.92 16,245 4.78 0.5276
2013-08-15 2013-06-30 13F/A-1 WESTERN UN COM 959802109 906,117 906,117 15,504 0.6646
2013-08-14 2013-06-30 13F WESTERN UN COM 959802109 906,117 15,504 0.6613
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.