The Western Union Company
MX ˙ BMV ˙ US9598021098
SecurityMX:WU / The Western Union Company
InstitutionWbi Investments, Inc.
Latest Disclosed Ownership167,676 shares
Latest Disclosed Value $ 1,463,811
Wbi Investments, Inc. reports 10.91% decrease in ownership of WU / The Western Union Company

On May 11, 2026 - Wbi Investments, Inc. filed a 13F-HR form disclosing ownership of 167,676 shares of The Western Union Company (MX:WU) valued at $1,463,811 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 188,215 shares of The Western Union Company. This represents a change in shares of -10.91% 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)
2026-05-11 2026-03-31 13F WESTERN UN COM 959802109 167,676 -20,539 -10.91 1,464 -16.50 0.3232
2026-02-13 2025-12-31 13F WESTERN UN COM 959802109 188,215 32,950 21.22 1,752 41.29 0.4568
2025-11-20 2025-09-30 13F WESTERN UN COM 959802109 155,265 51,467 49.58 1,241 42.04 0.3172
2025-08-11 2025-06-30 13F WESTERN UN COM 959802109 103,798 6,798 7.01 874 -14.91 0.2268
2025-05-22 2025-03-31 13F WESTERN UN COM 959802109 97,000 11,157 13.00 1,026 12.87 0.2702
2025-02-14 2024-12-31 13F WESTERN UN COM 959802109 85,843 29,356 51.97 910 35.07 0.2273
2024-11-12 2024-09-30 13F WESTERN UN COM 959802109 56,487 12,573 28.63 674 25.56 0.1618
2024-07-30 2024-06-30 13F WESTERN UN COM 959802109 43,914 -8,365 -16.00 537 -26.58 0.1300
2024-05-03 2024-03-31 13F WESTERN UN COM 959802109 52,279 22,216 73.90 731 103.91 0.1520
2024-02-09 2023-12-31 13F WESTERN UN COM 959802109 30,063 -20,565 -40.62 358 -46.33 0.0718
2023-11-09 2023-09-30 13F WESTERN UN COM 959802109 50,628 -50,186 -49.78 667 -43.57 0.1343
2023-08-07 2023-06-30 13F WESTERN UN COM 959802109 100,814 11,092 12.36 1,183 18.20 0.2142
2023-05-15 2023-03-31 13F WESTERN UN COM 959802109 89,722 -5,093 -5.37 1,000 -23.37 0.2001
2023-02-13 2022-12-31 13F WESTERN UN COM 959802109 94,815 9,611 11.28 1,306 14.57 0.2799
2022-10-26 2022-09-30 13F WESTERN UNION COM 959802109 85,204 -13,631 -13.79 1,139 -29.99 0.3314
2022-07-25 2022-06-30 13F WESTERN UNION COM 959802109 98,835 -94,606 -48.91 1,627 -55.10 0.3508
2022-05-02 2022-03-31 13F WESTERN UNION COM 959802109 193,441 96,504 99.55 3,624 109.60 0.5865
2022-01-28 2021-12-31 13F WESTERN UNION COM 959802109 96,937 41,393 74.52 1,729 53.96 0.2770
2021-11-09 2021-09-30 13F WESTERN UNION COM 959802109 55,544 55,544 1,123 0.1884
2020-02-10 2019-12-31 13F WESTERN UN COM 959802109 0 -57,715 -100.00 0 -100.00
2019-10-29 2019-09-30 13F WESTERN UN COM 959802109 57,715 -7,711 -11.79 1,337 2.77 0.1269
2019-07-23 2019-06-30 13F WESTERN UN COM 959802109 65,426 65,426 1,301 0.1143
2018-10-31 2018-09-30 13F WESTERN UN COM 959802109 0 -1,987,793 -100.00 0 -100.00
2018-08-09 2018-06-30 13F WESTERN UN COM 959802109 1,987,793 1,987,793 40,412 2.1448
2018-05-10 2018-03-31 13F WESTERN UN COM 959802109 0 -1,190,901 -100.00 0 -100.00
2018-02-08 2017-12-31 13F WESTERN UN COM 959802109 1,190,901 1,190,901 22,639 1.0460
2017-05-10 2017-03-31 13F WESTERN UN COM 959802109 0 -1,017,170 -100.00 0 -100.00
2017-02-14 2016-12-31 13F WESTERN UN COM 959802109 1,017,170 530,781 109.13 22,093 118.16 0.9510
2016-11-14 2016-09-30 13F WESTERN UN COM 959802109 486,389 486,389 0.00 10,127 0.3871
2014-11-12 2014-09-30 13F WESTERN UN COM 959802109 0 -844,978 -100.00 0 -100.00
2014-08-12 2014-06-30 13F WESTERN UN COM 959802109 844,978 69,792 9.00 14,652 15.53 0.6280
2014-05-15 2014-03-31 13F WESTERN UN COM 959802109 775,186 -1,874,291 -70.74 12,682 -72.25 0.5561
2014-02-12 2013-12-31 13F WESTERN UN COM 959802109 2,649,477 2,649,477 45,703 2.0142
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.