Stock ownership · SEC 13F · Q4 2025

WESTERN UN CO

Name: WESTERN UN CO - Institutional Ownership (SEC 13F)
Creator: U.S. Securities and Exchange Commission
Published: 2025-12-31
License: https://creativecommons.org/publicdomain/zero/1.0/

Who owns WESTERN UN CO (CUSIP 959802109)? A look at the institutions behind it, how tightly they hold it, and the latest quarter's moves.

Compiled by PlainFundData, Institutional Ownership Editorial Process · May 16, 2026

$527K
Reported value: 2
Institutions: 100%
Top-5 share

The verdict

As of Q4 2025, 2 institutions report $527K in WESTERN UN CO positions, ownership that is dominated by its top few institutional owners.

2
institutions hold it: $527K
reported 13F value: 100%
held by top 5

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 959802109 · Q4 2025 $1M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-LIGHT · BOOK-FULL

VALUE-TRACE $0.5M
HOLDERS-FOCUS 2 filers
CONC-DOM 100% top-5
PHOTO-UNK No peer
ACTIVITY-LIGHT 1 new
BOOK-FULL 8Q history

Read with: Ownership concentration guide - WESTERN UN CO's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Institutional ownership over time

The number of institutions reporting a WESTERN UN CO position has fallen from 4 to 2 over the last 8 quarters of 13F filings.

Distinct 13F filers holding WESTERN UN CO, by quarter

Top Institutional Holders

#	Institution	Shares	Value	Share of reported
1	DGS Capital Management, LLC	55,002	$512K	97.2%
2	Bell Investment Advisors, Inc	1,612	$15K	2.8%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among WESTERN UN CO's reported holders for Q4 2025, by reported value:

Sole discretion (SOLE)

100.0%

Latest Quarter Activity · Q4 2025

New positions (1)

DGS Capital Management, LLC $512K

Complete exits (4)

WBI INVESTMENTS, LLC exited

Tweedy, Browne Co LLC exited

CIBC Private Wealth Group LLC exited

JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) exited

Frequently Asked Questions

How many institutions hold WESTERN UN CO?▼

WESTERN UN CO is held by 2 institutional investors per the latest SEC Form 13F filings as of Q4 2025.

What is the total institutional value of WESTERN UN CO?▼

Institutions report $527K of WESTERN UN CO as of Q4 2025.

How concentrated is ownership of WESTERN UN CO?▼

The top five institutional holders account for 100% of the reported institutional value in WESTERN UN CO, making ownership dominated by its top few institutional owners.

Who is the largest institutional holder of WESTERN UN CO?▼

DGS Capital Management, LLC is the largest reported holder of WESTERN UN CO with $512K across 55,002 shares as of Q4 2025.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 Accessed 2026-09-21 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.