Willamette Valley VineyardsWVVI
13F holders, Q2 2026 (June 30)At the end of Q2 2026, 35 institutions reported holding Willamette Valley Vineyards (WVVI) in their 13F filings, unchanged from Q1 2026. 4 opened new positions and 3 sold out. The largest holders were Vanguard Capital Management LLC ($499K), Renaissance Technologies ($159K) and Next Capital Management LLC ($138K). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Willamette Valley Vineyards
- CUSIP
- 969136100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $37K |
| Exits | 3 | $72K |
All 13F filers, Q1 2026 → Q2 2026: 19,846 shares bought and 37,457 shares sold, net −17,611 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 35 holders
| Vanguard Capital Management LLC | 0.00% | No change | 198,896 | $499K |
| Renaissance Technologies | 0.00% | Reduce -4.1% | 63,352 | $159K |
| Next Capital Management LLC | 0.04% | No change | 54,800 | $138K |
| Geode Capital Management, LLC | 0.00% | Reduce -2.5% | 35,798 | $90K |
| Dimensional Fund Advisors LP | 0.00% | Reduce -1.8% | 27,905 | $70K |
| Vanguard Fiduciary Trust Co. | 0.00% | Reduce -0.2% | 25,866 | $65K |
| Teton Advisors, LLC | 0.03% | No change | 20,500 | $51K |
| Gabelli Funds LLC | 0.00% | No change | 20,000 | $50K |
| EP Wealth Advisors, LLC | 0.00% | Add +2.4% | 16,168 | $41K |
| Citadel Advisors | 0.00% | New | 14,417 | $36K |
| James Investment Research, Inc. | 0.00% | No change | 12,921 | $32K |
| NewEdge Advisors, LLC | 0.00% | No change | 12,921 | $32K |
| T. Rowe Price Associates Inc. | 0.00% | No change | 10,850 | $28K |
| State Street Corp. | 0.00% | No change | 10,700 | $27K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +6.3% | 5,049 | $13K |
| Farther Finance Advisors, LLC | 0.00% | Add +762.4% | 3,760 | $9K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +32.1% | 2,340 | $6K |
| Wells Fargo & Company | 0.00% | Reduce -69.4% | 2,200 | $6K |
| National Bank of Canada | 0.00% | No change | 2,100 | $5K |
| Morgan Stanley | 0.00% | Add +0.3% | 1,930 | $5K |
| UBS Group AG | 0.00% | Add +23.0% | 1,869 | $5K |
| Jones Financial Companies LLLP | 0.00% | Reduce -7.8% | 1,190 | $3K |
| Allworth Financial LP | 0.00% | No change | 877 | $2K |
| US Bancorp \de | 0.00% | No change | 400 | $1K |
| FMR LLC | 0.00% | New | 400 | $1K |
| Royal Bank of Canada | 0.00% | No change | 301 | $1K |
| Parallel Advisors, LLC | 0.00% | No change | 300 | $753 |
| SBI Securities Co., Ltd. | 0.00% | Add +32.1% | 214 | $537 |
| Wolff Wiese Magana LLC | 0.00% | No change | 144 | $362 |
| Financially Speaking Inc | 0.00% | No change | 100 | $257 |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 100 | $251 |
| Arax Advisory Partners | 0.00% | No change | 100 | $251 |
| Osaic Holdings, Inc. | 0.00% | No change | 100 | $251 |
| Strive Financial Group ,LLC | 0.00% | New | 44 | $110 |
| Barclays PLC | 0.00% | New | 10 | $25 |
"% of holder's portfolio" is WVVI's weight in each manager's 13F, not the share of Willamette Valley Vineyards the manager owns.