11 institutions reported holding $635,238 of WESTERN UN CO COM (WU) in SEC 13F filings for 2026-06-30. Largest institutional holders: Valeo Financial Advisors, LLC ($355,820), Hennion & Walsh Asset Management, Inc. ($205,436), GAMMA Investing LLC ($61,069), Cedar Mountain Advisors, LLC ($7,715), MassMutual Private Wealth & Trust, FSB ($2,626). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Valeo Financial Advisors, LLC | $355,820 | 46,210 | Added |
| 2 | Hennion & Walsh Asset Management, Inc. | $205,436 | 26,680 | Trimmed |
| 3 | GAMMA Investing LLC | $61,069 | 7,931 | Added |
| 4 | Cedar Mountain Advisors, LLC | $7,715 | 1,002 | Hold |
| 5 | MassMutual Private Wealth & Trust, FSB | $2,626 | 341 | Trimmed |
| 6 | Noble Wealth Management PBC | $1,525 | 198 | New |
| 7 | Retirement Wealth Solutions LLC | $901 | 117 | Trimmed |
| 8 | CoreCap Advisors, LLC | $146 | 19 | Hold |
| 9 | Baron Wealth Management LLC | $0 | 0 | Exited |
| 10 | Dogwood Wealth Management LLC | $0 | 0 | Exited |
| 11 | ELEVATION WEALTH PARTNERS, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30