The Western Union Company
MX ˙ BMV ˙ US9598021098
SecurityMX:WU / The Western Union Company
InstitutionWinch Advisory Services, LLC
Latest Disclosed Ownership237 shares
Latest Disclosed Value $ 2,073
Winch Advisory Services, LLC reports 2.60% increase in ownership of WU / The Western Union Company

On April 30, 2026 - Winch Advisory Services, LLC filed a 13F-HR form disclosing ownership of 237 shares of The Western Union Company (MX:WU) valued at $2,073 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 231 shares of The Western Union Company. This represents a change in shares of 2.60% 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)
2026-04-30 2026-03-31 13F WESTERN UNION COM 959802109 237 6 2.60 2 0.00 0.0005
2026-02-03 2025-12-31 13F WESTERN UNION COM 959802109 231 5 2.21 2 100.00 0.0005
2025-11-12 2025-09-30 13F WESTERN UNION COM 959802109 226 7 3.20 2 0.00 0.0004
2025-08-07 2025-06-30 13F WESTERN UNION COM 959802109 219 6 2.82 2 -50.00 0.0005
2025-05-06 2025-03-31 13F WESTERN UNION COM 959802109 213 5 2.40 2 0.00 0.0006
2025-01-14 2024-12-31 13F WESTERN UNION COM 959802109 208 4 1.96 2 0.00 0.0006
2024-10-21 2024-09-30 13F WESTERN UNION COM 959802109 204 204 2 0.0007
2022-08-12 2022-06-30 13F WESTERN UNION COMPANY (THE) COM COM 959802109 0 -74 -100.00 0 -100.00
2022-04-26 2022-03-31 13F WESTERN UNION COMPANY (THE) COM COM 959802109 74 1 1.37 1 0.00 0.0003
2022-02-04 2021-12-31 13F WESTERN UNION COMPANY (THE) COM COM 959802109 73 1 1.39 1 0.00 0.0003
2021-11-10 2021-09-30 13F WESTERN UNION COMPANY (THE) COM COM 959802109 72 1 1.41 1 -50.00 0.0003
2021-08-05 2021-06-30 13F WESTERN UNION COMPANY (THE) COM COM 959802109 71 1 1.43 2 0.00 0.0007
2021-05-03 2021-03-31 13F WESTERN UNION COMPANY (THE) COM COM 959802109 70 0 0.00 2 0.00 0.0008
2021-02-09 2020-12-31 13F WESTERN UNION COMPANY (THE) COM COM 959802109 70 1 1.45 2 100.00 0.0008
2020-11-04 2020-09-30 13F WESTERN UNION COMPANY (THE) COM COM 959802109 69 2 2.99 1 0.00 0.0004
2020-08-12 2020-06-30 13F WESTERN UNION COMPANY (THE) COM COM 959802109 67 0 0.00 1 0.00 0.0005
2020-05-13 2020-03-31 13F WESTERN UNION COMPANY (THE) COM COM 959802109 67 1 1.52 1 -50.00 0.0005
2020-02-12 2019-12-31 13F WESTERN UNION COMPANY (THE) COM COM 959802109 66 0 0.00 2 0.00 0.0009
2019-11-13 2019-09-30 13F WESTERN UNION COMPANY (THE) COM COM 959802109 66 1 1.54 2 100.00 0.0010
2019-08-07 2019-06-30 13F WESTERN UNION COMPANY (THE) COM COM 959802109 65 1 1.56 1 0.00 0.0005
2019-05-13 2019-03-31 13F WESTERN UNION COMPANY (THE) COM COM 959802109 64 1 1.59 1 0.00 0.0006
2019-02-05 2018-12-31 13F WESTERN UNION COM COM 959802109 63 0 0.00 1 0.00 0.0006
2018-11-13 2018-09-30 13F WESTERN UNION COM COM 959802109 63 1 1.61 1 0.00 0.0005
2018-08-13 2018-06-30 13F WESTERN UNION COM COM 959802109 62 0 0.00 1 0.00 0.0005
2018-05-11 2018-03-31 13F WESTERN UNION COM COM 959802109 62 1 1.64 1 0.00 0.0006
2018-02-13 2017-12-31 13F WESTERN UNION COM COM 959802109 61 0 0.00 1 0.00 0.0006
2017-11-13 2017-09-30 13F WESTERN UNION COM COM 959802109 61 0 0.00 1 0.00 0.0007
2017-08-07 2017-06-30 13F Western Union COM 959802109 61 -40 -39.60 1 -50.00 0.0006
2014-05-14 2014-03-31 13F Western Union COM 959802109 101 101 2 0.0013
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.