Vident Advisory’s OppFi OPFI Stock Holding History

Vident Advisory’s Portfolio OPFI Stock Details OPFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-69,828	Closed	-$730K	–	1914
2025 Q4	$730K	Buy	+69,828	New	+$708K	0.01%	957
2025 Q3	–	Sell	-33,422	Closed	-$468K	–	1712
2025 Q2	$468K	Buy	+33,422	New	+$376K	0.01%	1096

Other funds holding OPFI

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vident Advisory's OPFI Position: Q1 2026 in Review

Vident Advisory sold out of OppFi (OPFI) in Q1 2026, closing a stake of 69,828 shares — an estimated $730K sold.

Vident Advisory first reported a position in OPFI in Q2 2025 and held it in 2 quarters. The position peaked at $730K in Q4 2025. 146 funds tracked by Wall St. Rank hold OPFI as of Q1 2026.

Vident Advisory reported no remaining OppFi position as of Q1 2026 after selling out during the quarter.
Vident Advisory sold 69,828 OppFi shares in Q1 2026, an estimated $730K.
Vident Advisory first reported a position in OppFi in Q2 2025 and held it in 2 quarters.
Vident Advisory's OppFi position peaked at $730K in Q4 2025.
146 funds tracked by Wall St. Rank held OppFi as of Q1 2026.

Based on Vident Advisory's 13F filing for Q1 2026, filed 15 May 2026.