WU — Western Un Co Institutional Holders · Q3 2026
Who owns Western Un Co (WU)? 16 institutions reported holding $509,268 in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Valeo Financial Advisors, LLC ($272,999), Wedmont Private Capital ($73,358), Avidian Wealth Enterprises, LLC ($59,217).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Valeo Financial Advisors, LLC | $272,999 | 46,271 | Added |
| 2 | Wedmont Private Capital | $73,358 | 11,589 | New |
| 3 | Avidian Wealth Enterprises, LLC | $59,217 | 10,037 | New |
| 4 | GAMMA Investing LLC | $53,832 | 9,124 | Added |
| 5 | Investors Research Corp | $15,930 | 2,700 | Hold |
| 6 | Hickory Point Bank & Trust | $14,750 | 2,500 | Hold |
| 7 | Farther Finance Advisors, LLC | $8,921 | 1,512 | Trimmed |
| 8 | TOTH FINANCIAL ADVISORY CORP | $4,720 | 800 | Hold |
| 9 | Grove Bank & Trust | $3,003 | 509 | New |
| 10 | Noble Wealth Management PBC | $1,416 | 240 | Added |
| 11 | MassMutual Private Wealth & Trust, FSB | $667 | 113 | Trimmed |
| 12 | Retirement Wealth Solutions LLC | $266 | 45 | Trimmed |
| 13 | CoreCap Advisors, LLC | $112 | 19 | Hold |
| 14 | GILPIN WEALTH MANAGEMENT, LLC | $77 | 13 | Trimmed |
| 15 | Davis Capital Management | $0 | 0 | Exited |
| 16 | PARK NATIONAL CORP /OH/ | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30