Wellington Management Group
OPFI icon

Wellington Management Group’s OppFi OPFI Stock Holding History

Wellington Management Group’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 		$20.3M Buy
2,630,168
+156,066
+6% +$1.43M ﹤0.01% 1004
2025
Q4 		$25.9M Buy
2,474,102
+1,630,450
+193% +$16.5M ﹤0.01% 945
2025
Q3 		$9.56M Buy
+843,652
New +$9.48M ﹤0.01% 1271

Other funds holding OPFI

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Wellington Management Group's OPFI Position: Q1 2026 in Review

Wellington Management Group increased its OppFi (OPFI) stake by 6.3% in Q1 2026, buying an estimated $1.43M and bringing the position to 2,630,168 shares worth $20.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1004.

Wellington Management Group first reported a position in OPFI in Q3 2025 and has held it in 3 quarters since. The position peaked at $25.9M in Q4 2025. 146 funds tracked by Wall St. Rank hold OPFI as of Q1 2026.

  • Wellington Management Group held 2,630,168 shares of OppFi worth $20.3M as of Q1 2026.
  • Wellington Management Group bought 156,066 OppFi shares in Q1 2026, an estimated $1.43M.
  • OppFi made up ﹤0.01% of Wellington Management Group's portfolio in Q1 2026, its #1004 holding.
  • Wellington Management Group first reported a position in OppFi in Q3 2025 and has held it in 3 quarters since.
  • Wellington Management Group's OppFi position peaked at $25.9M in Q4 2025.
  • 146 funds tracked by Wall St. Rank held OppFi as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.