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WCG Wealth Advisors’s OppFi OPFI Stock Holding History

WCG Wealth Advisors’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
Q2 		$1.24M Buy
124,690
+17,697
+17% +$153K 0.03% 368
2026
Q1 		$825K Sell
106,993
-7,971
-7% -$73K 0.02% 404
2025
Q4 		$1.2M Buy
114,964
+58,191
+102% +$590K 0.03% 335
2025
Q3 		$643K Buy
+56,773
New +$638K 0.04% 270

Other funds holding OPFI

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
CCM
Corsair Capital Management New York $800M AUM 94.38% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

WCG Wealth Advisors's OPFI Position: Q2 2026 in Review

WCG Wealth Advisors increased its OppFi (OPFI) stake by 17% in Q2 2026, buying an estimated $153K and bringing the position to 124,690 shares worth $1.24M. The position accounts for 0.03% of the portfolio, ranked #368.

WCG Wealth Advisors first reported a position in OPFI in Q3 2025 and has held it in 4 quarters since. 144 funds tracked by Wall St. Rank hold OPFI as of Q2 2026.

  • WCG Wealth Advisors held 124,690 shares of OppFi worth $1.24M as of Q2 2026.
  • WCG Wealth Advisors bought 17,697 OppFi shares in Q2 2026, an estimated $153K.
  • OppFi made up 0.03% of WCG Wealth Advisors's portfolio in Q2 2026, its #368 holding.
  • WCG Wealth Advisors first reported a position in OppFi in Q3 2025 and has held it in 4 quarters since.
  • 144 funds tracked by Wall St. Rank held OppFi as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.