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
Q2 		$30M Buy
3,019,250
+389,082
+15% +$3.37M 0.01% 901
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

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
LP
LB Partners Charlottesville, Virginia $147M AUM 29.28% 1-Year Est. Return

Wellington Management Group's OPFI Position: Q2 2026 in Review

Wellington Management Group increased its OppFi (OPFI) stake by 15% in Q2 2026, buying an estimated $3.37M and bringing the position to 3,019,250 shares worth $30M. The position accounts for 0.01% of the portfolio, ranked #901.

Wellington Management Group 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.

  • Wellington Management Group held 3,019,250 shares of OppFi worth $30M as of Q2 2026.
  • Wellington Management Group bought 389,082 OppFi shares in Q2 2026, an estimated $3.37M.
  • OppFi made up 0.01% of Wellington Management Group's portfolio in Q2 2026, its #901 holding.
  • Wellington Management Group 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 Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.