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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
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 $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WCG Wealth Advisors's OPFI Position: Q1 2026 in Review

WCG Wealth Advisors reduced its OppFi (OPFI) stake by 6.9% in Q1 2026, selling an estimated $73K and leaving 106,993 shares worth $825K. The position accounts for 0.02% of the portfolio, ranked #404.

WCG Wealth Advisors first reported a position in OPFI in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.2M in Q4 2025. 146 funds tracked by Wall St. Rank hold OPFI as of Q1 2026.

  • WCG Wealth Advisors held 106,993 shares of OppFi worth $825K as of Q1 2026.
  • WCG Wealth Advisors sold 7,971 OppFi shares in Q1 2026, an estimated $73K.
  • OppFi made up 0.02% of WCG Wealth Advisors's portfolio in Q1 2026, its #404 holding.
  • WCG Wealth Advisors first reported a position in OppFi in Q3 2025 and has held it in 3 quarters since.
  • WCG Wealth Advisors's OppFi position peaked at $1.2M in Q4 2025.
  • 146 funds tracked by Wall St. Rank held OppFi as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.