Wellington Trust files 13G: 1.46M shares of OppFi (OPFI)
Filing Impact
Filing Sentiment
Form Type
SCHEDULE 13G
Rhea-AI Filing Summary
OppFi Inc. ownership disclosure: Wellington Trust Company reports beneficial ownership of 1,462,035 shares of Common Stock, representing 5.53% of the class, with shared voting and shared dispositive power over those shares. The filing is signed by an authorized person and dated 05/15/2026.
Positive
- None.
Negative
- None.
Insights
Wellington Trust reports a >5% passive stake held for clients.
The Schedule 13G lists 1,462,035 shares and 5.53% beneficial ownership, with both shared voting and shared dispositive power. The filing states these shares are record-owned by clients of Wellington Trust Company, NA.
Ownership is disclosed as passive in form 13G context; subsequent filings could show changes in voting status or percentage.
Key Figures
Beneficial ownership: 1,462,035 shares
Percent of class: 5.53%
Shared voting power: 1,462,035 shares
+1 more
4 metrics
Beneficial ownership
1,462,035 shares
Common Stock reported on Schedule 13G
Percent of class
5.53%
Percent of Common Stock beneficially owned
Shared voting power
1,462,035 shares
Shared power to vote or direct the vote
Shared dispositive power
1,462,035 shares
Shared power to dispose or direct disposition
Key Terms
Schedule 13G, Beneficial ownership, Dispositive power
3 terms
Schedule 13G regulatory
"Item 1: Name of issuer: OppFi Inc.; form header"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
Beneficial ownership financial
"Item 4: Amount beneficially owned: 1,462,035"
Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.
Dispositive power governance
"Item 4: Shared power to dispose or to direct the disposition: 1,462,035"
Dispositive power is the authority to decide the final outcome of an asset, legal claim, contract, or corporate action — in effect the power to dispose of or resolve something. For investors it matters because whoever holds that authority can determine who gets paid, who controls an asset or vote, and how risks and returns are allocated; think of it like holding the key that lets you lock in the winner or loser in a deal.
FAQ
What stake does Wellington Trust report in OppFi (OPFI)?
Wellington Trust reports beneficial ownership of 1,462,035 shares, equal to 5.53% of OppFi's Common Stock. The filing shows shared voting and dispositive power over those shares and is dated 05/15/2026.
When was the Schedule 13G for OppFi signed and by whom?
The Schedule 13G is signed by Matthew N. Shea as an Authorized Person and dated 05/15/2026. The filing identifies Wellington Trust Company and provides its address via Wellington Management Company LLP.