Wealth Enhancement Advisory Services’s OppFi OPFI Stock Holding History

Wealth Enhancement Advisory Services’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	$12.8K	Buy	21,486 +353	+2%	+$3.06K	﹤0.01%	4086
2026 Q1	$5.35K	Buy	21,133 +20,282	+2,383%	+$186K	﹤0.01%	3567
2025 Q4	$2.54K	Sell	851 -31	-4%	-$314	﹤0.01%	3643
2025 Q3	$8.93K	Buy	+882	New	+$9.91K	﹤0.01%	3565

Other funds holding OPFI

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

TIA

TCFG Investment Advisors Laguna Niguel, California $297M AUM

OAS

Optivise Advisory Services Franklin, Tennessee $197M AUM 26.07% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

SIS

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

APW

Allied Private Wealth Boca Raton, Florida $156M AUM

Wealth Enhancement Advisory Services's OPFI Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its OppFi (OPFI) stake by 1.7% in Q2 2026, buying an estimated $3.06K and bringing the position to 21,486 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #4086.

Wealth Enhancement Advisory Services first reported a position in OPFI in Q3 2025 and has held it in 4 quarters since. 19 funds tracked by Wall St. Rank hold OPFI as of Q2 2026.

Wealth Enhancement Advisory Services held 21,486 shares of OppFi worth $12.8K as of Q2 2026.
Wealth Enhancement Advisory Services bought 353 OppFi shares in Q2 2026, an estimated $3.06K.
OppFi made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #4086 holding.
Wealth Enhancement Advisory Services first reported a position in OppFi in Q3 2025 and has held it in 4 quarters since.
19 funds tracked by Wall St. Rank held OppFi as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.