Joel Greenblatt's WU Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 2.72 M shares of The Western Union Company (WU) worth $25.28 M, representing 0.09% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 49 quarters.
Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in WU, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2025, adding 2.38 M shares. Largest reduction occurred in Q1 2016, reducing 1.23 M shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's The Western Union Company (WU) Holding Value Over Time
Track share changes against reported price movement
Quarterly The Western Union Company (WU) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -287,003 | Reduce 9.56% | 2.72 M | $9.31 |
| Q3 2025 | +2.38 M | Add 380.72% | 3 M | $7.99 |
| Q2 2025 | +193,338 | Add 44.83% | 624,602 | $8.42 |
| Q1 2025 | -168,944 | Reduce 28.15% | 431,264 | $10.58 |
| Q4 2024 | +84,470 | Add 16.38% | 600,208 | $10.60 |
| Q3 2024 | +237,760 | Add 85.53% | 515,738 | $11.93 |
| Q2 2024 | +125,753 | Add 82.61% | 277,978 | $12.22 |
| Q1 2024 | +1,284 | Add 0.85% | 152,225 | $13.98 |
| Q4 2023 | +126,715 | Add 523.05% | 150,941 | $11.92 |
| Q3 2023 | -26,348 | Reduce 52.10% | 24,226 | $13.18 |
| Q2 2023 | -36,004 | Reduce 41.59% | 50,574 | $11.73 |
| Q1 2023 | +51,821 | Add 149.10% | 86,578 | $11.15 |
| Q4 2022 | +10,292 | Add 42.07% | 34,757 | $13.77 |
| Q3 2022 | -100,587 | Reduce 80.44% | 24,465 | $13.49 |
| Q2 2022 | -20,325 | Reduce 13.98% | 125,052 | $16.47 |
| Q1 2022 | -571 | Reduce 0.39% | 145,377 | $18.74 |
| Q4 2021 | -180,419 | Reduce 55.28% | 145,948 | $17.84 |
| Q3 2021 | +109,536 | Add 50.52% | 326,367 | $20.22 |
| Q2 2021 | -6,559 | Reduce 2.94% | 216,831 | $22.97 |
| Q1 2021 | -83,975 | Reduce 27.32% | 223,390 | $24.66 |
| Q4 2020 | -22,186 | Reduce 6.73% | 307,365 | $21.94 |
| Q3 2020 | -115,163 | Reduce 25.90% | 329,551 | $21.43 |
| Q2 2020 | -143,571 | Reduce 24.41% | 444,714 | $21.62 |
| Q1 2020 | +24,273 | Add 4.30% | 588,285 | $18.13 |
| Q4 2019 | -79,544 | Reduce 12.36% | 564,012 | $26.78 |
| Q3 2019 | -128,693 | Reduce 16.66% | 643,556 | $23.17 |
| Q2 2019 | +198,608 | Add 34.62% | 772,249 | $19.89 |
| Q1 2019 | +114,021 | Add 24.81% | 573,641 | $18.47 |
| Q4 2018 | +459,620 | New Buy | 459,620 | $17.06 |
| Q1 2018 | -360,406 | Sold Out | 0 | $0.00 |
| Q4 2017 | -41,220 | Reduce 10.26% | 360,406 | $19.01 |
| Q3 2017 | -114,072 | Reduce 22.12% | 401,626 | $19.20 |
| Q2 2017 | -573,663 | Reduce 52.66% | 515,698 | $19.05 |
| Q1 2017 | -19,510 | Reduce 1.76% | 1.09 M | $20.35 |
| Q4 2016 | -121,600 | Reduce 9.88% | 1.11 M | $21.72 |
| Q3 2016 | -621,803 | Reduce 33.57% | 1.23 M | $20.82 |
| Q2 2016 | -23,529 | Reduce 1.25% | 1.85 M | $19.18 |
| Q1 2016 | -1.23 M | Reduce 39.53% | 1.88 M | $19.29 |
| Q4 2015 | -255,327 | Reduce 7.60% | 3.1 M | $17.91 |
| Q3 2015 | -141,205 | Reduce 4.04% | 3.36 M | $18.36 |
| Q2 2015 | +321,230 | Add 10.11% | 3.5 M | $20.33 |
| Q1 2015 | -310,976 | Reduce 8.91% | 3.18 M | $20.81 |
| Q4 2014 | +163,129 | Add 4.91% | 3.49 M | $17.91 |
| Q3 2014 | +1.41 M | Add 73.51% | 3.33 M | $16.04 |
| Q2 2014 | +518,336 | Add 37.07% | 1.92 M | $17.34 |
| Q1 2014 | +189,391 | Add 15.67% | 1.4 M | $16.36 |
| Q4 2013 | +338,137 | Add 38.84% | 1.21 M | $17.25 |
| Q3 2013 | -35,526 | Reduce 3.92% | 870,591 | $18.66 |
| Q2 2013 | +906,117 | Add 0.00% | 906,117 | $17.11 |
Joel Greenblatt's The Western Union Company Investment FAQs
Joel Greenblatt first purchased The Western Union Company (WU) in Q2 2013, acquiring 906,117 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held The Western Union Company (WU) for 49 quarters since Q2 2013.
Joel Greenblatt's largest addition to The Western Union Company (WU) was in Q3 2025, adding 3,002,576 shares worth $23.99 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 2,715,573 shares of The Western Union Company (WU), valued at approximately $25.28 M.
As of the Q4 2025 filing, The Western Union Company (WU) represents approximately 0.09% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in The Western Union Company (WU) was 3,498,674 shares, as reported at the end of Q2 2015.