Willamette Valley VineyardsWVVI
13F holders, Q1 2024 (March 31)34holders
1famous investor
$5.17avg. 13F price*
At the end of Q1 2024, 34 institutions reported holding Willamette Valley Vineyards (WVVI) in their 13F filings. The largest holders were Vanguard Group Inc. ($1.2M), Renaissance Technologies ($425K) and Next Capital Management LLC ($275K). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Willamette Valley Vineyards
- CUSIP
- 969136100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $2K |
| Exits | 1 | $263 |
Ownership 34 holders
| Vanguard Group Inc. | 0.00% | No change | 224,812 | $1.2M |
| Renaissance Technologies | 0.00% | Reduce -2.3% | 81,052 | $425K |
| Next Capital Management LLC | 0.11% | No change | 54,800 | $275K |
| Dimensional Fund Advisors LP | 0.00% | No change | 37,324 | $187K |
| Geode Capital Management, LLC | 0.00% | No change | 27,925 | $140K |
| Teton Advisors, Inc. | 0.04% | No change | 23,000 | $121K |
| Gabelli Funds LLC | 0.00% | No change | 20,000 | $105K |
| Creative Planning | 0.00% | No change | 15,600 | $78K |
| Clearview Wealth Advisors LLC | 0.08% | No change | 15,574 | $78K |
| James Investment Research, Inc. | 0.01% | No change | 12,921 | $68K |
| NewEdge Advisors, LLC | 0.00% | No change | 12,921 | $68K |
| Susquehanna International Group, LLP | 0.00% | Add +27.7% | 12,941 | $65K |
| BlackRock Inc. | 0.00% | Reduce -2.4% | 10,770 | $56K |
| T. Rowe Price Associates Inc. | 0.00% | No change | 10,850 | $55K |
| State Street Corp. | 0.00% | Reduce -24.2% | 10,700 | $54K |
| Morgan Stanley | 0.00% | Add +10.3% | 8,575 | $45K |
| US Bancorp \de | 0.00% | No change | 2,700 | $14K |
| Wells Fargo & Company | 0.00% | Reduce -11.2% | 2,230 | $12K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +2.0% | 2,038 | $11K |
| Osaic Holdings, Inc. | 0.00% | Add +34.2% | 1,962 | $10K |
| Bank of America Corp. | 0.00% | Reduce -0.1% | 1,601 | $8K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +37.3% | 1,105 | $6K |
| National Bank of Canada | 0.00% | No change | 1,000 | $4K |
| Clarity Asset Management, Inc. | 0.00% | No change | 700 | $4K |
| UBS Group AG | 0.00% | New | 432 | $2K |
| Royal Bank of Canada | 0.00% | Add +19.2% | 317 | $2K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 315 | $2K |
| Parallel Advisors, LLC | 0.00% | No change | 300 | $2K |
| Allworth Financial LP | 0.00% | No change | 297 | $1K |
| Wolff Wiese Magana LLC | 0.00% | No change | 144 | $722 |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 100 | $501 |
| Arax Advisory Partners | 0.00% | No change | 100 | $501 |
| JPMorgan Chase & Co. | 0.00% | Add +50.0% | 9 | $45 |
| Cwm, LLC | 0.00% | No change | 6 | $0 |
"% of holder's portfolio" is WVVI's weight in each manager's 13F, not the share of Willamette Valley Vineyards the manager owns.