Wealth Enhancement Advisory Services
OPFI icon

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

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

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. 144 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.
  • 144 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.