Willamette Valley VineyardsWVVI
13F holders, Q4 2024 (December 31)At the end of Q4 2024, 36 institutions reported holding Willamette Valley Vineyards (WVVI) in their 13F filings, up 1 from Q3 2024. 3 opened new positions and 4 sold out. The largest holders were Vanguard Group Inc. ($753K), Renaissance Technologies ($249K) and Next Capital Management LLC ($184K). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $44K |
| Exits | 4 | $124K |
All 13F filers, Q3 2024 → Q4 2024: 14,226 shares bought and 42,836 shares sold, net −28,610 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 36 holders
| Vanguard Group Inc. | 0.00% | No change | 224,812 | $753K |
| Renaissance Technologies | 0.00% | Reduce -4.3% | 74,352 | $249K |
| Next Capital Management LLC | 0.08% | No change | 54,800 | $184K |
| Geode Capital Management, LLC | 0.00% | No change | 34,786 | $117K |
| Dimensional Fund Advisors LP | 0.00% | No change | 29,941 | $100K |
| Teton Advisors, Inc. | 0.04% | No change | 23,000 | $77K |
| Gabelli Funds LLC | 0.00% | No change | 20,000 | $67K |
| Creative Planning | 0.00% | No change | 15,600 | $52K |
| Clearview Wealth Advisors LLC | 0.04% | No change | 15,574 | $52K |
| James Investment Research, Inc. | 0.01% | No change | 12,921 | $43K |
| NewEdge Advisors, LLC | 0.00% | No change | 12,921 | $43K |
| Citadel Advisors | 0.00% | New | 11,726 | $39K |
| T. Rowe Price Associates Inc. | 0.00% | No change | 10,850 | $37K |
| State Street Corp. | 0.00% | No change | 10,700 | $36K |
| Morgan Stanley | 0.00% | Add +7.2% | 7,475 | $25K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 5,049 | $17K |
| Wells Fargo & Company | 0.00% | Reduce -6.0% | 4,700 | $16K |
| Bank of America Corp. | 0.00% | No change | 1,637 | $5K |
| Allworth Financial LP | 0.00% | Add +202.0% | 897 | $5K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -18.9% | 1,388 | $5K |
| National Bank of Canada | 0.00% | No change | 1,100 | $4K |
| Human Investing LLC | 0.00% | New | 800 | $3K |
| Clarity Asset Management, Inc. | 0.00% | No change | 700 | $2K |
| Jones Financial Companies LLLP | 0.00% | New | 600 | $2K |
| US Bancorp \de | 0.00% | Reduce -85.2% | 400 | $1K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 315 | $1K |
| Parallel Advisors, LLC | 0.00% | No change | 300 | $1K |
| Osaic Holdings, Inc. | 0.00% | Reduce -80.0% | 200 | $670 |
| Wolff Wiese Magana LLC | 0.00% | No change | 144 | $483 |
| Financially Speaking Inc | 0.00% | — | 100 | $335 |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 100 | $335 |
| Arax Advisory Partners | 0.00% | No change | 100 | $335 |
| SBI Securities Co., Ltd. | 0.00% | — | 74 | $248 |
| JPMorgan Chase & Co. | 0.00% | No change | 9 | $30 |
| Royal Bank of Canada | 0.00% | No change | 100 | $0 |
| 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.