Willamette Valley VineyardsWVVI
13F holders, Q1 2025 (March 31)37holders +1
4new positions
3sold out
1famous investor
$5.94avg. 13F price*
At the end of Q1 2025, 37 institutions reported holding Willamette Valley Vineyards (WVVI) in their 13F filings, up 1 from Q4 2024. 4 opened new positions and 3 sold out. The largest holders were Vanguard Group Inc. ($1.3M), Renaissance Technologies ($437K) and FreeGulliver LLC ($384K). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $388K |
| Exits | 3 | $42K |
All 13F filers, Q4 2024 → Q1 2025: 71,567 shares bought and 14,415 shares sold, net +57,152 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 37 holders
| Vanguard Group Inc. | 0.00% | No change | 224,812 | $1.3M |
| Renaissance Technologies | 0.00% | Reduce -1.1% | 73,552 | $437K |
| FreeGulliver LLC | 0.19% | New | 64,715 | $384K |
| Next Capital Management LLC | 0.16% | No change | 54,800 | $326K |
| Geode Capital Management, LLC | 0.00% | Add +6.1% | 36,910 | $219K |
| Dimensional Fund Advisors LP | 0.00% | Add +5.0% | 31,443 | $187K |
| Teton Advisors, Inc. | 0.09% | No change | 23,000 | $137K |
| Gabelli Funds LLC | 0.00% | No change | 20,000 | $119K |
| Creative Planning | 0.00% | No change | 15,600 | $93K |
| Clearview Wealth Advisors LLC | 0.07% | No change | 15,574 | $93K |
| James Investment Research, Inc. | 0.01% | No change | 12,921 | $77K |
| NewEdge Advisors, LLC | 0.00% | No change | 12,921 | $77K |
| T. Rowe Price Associates Inc. | 0.00% | No change | 10,850 | $65K |
| State Street Corp. | 0.00% | No change | 10,700 | $64K |
| Morgan Stanley | 0.00% | Reduce -1.3% | 7,375 | $44K |
| Wells Fargo & Company | 0.00% | Add +42.5% | 6,700 | $40K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 5,049 | $30K |
| Bank of America Corp. | 0.00% | Add +0.1% | 1,638 | $10K |
| National Bank of Canada | 0.00% | No change | 1,100 | $7K |
| Allworth Financial LP | 0.00% | Reduce -2.2% | 877 | $5K |
| Clarity Asset Management, Inc. | 0.00% | No change | 700 | $4K |
| Jones Financial Companies LLLP | 0.00% | No change | 600 | $4K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -62.5% | 520 | $3K |
| US Bancorp \de | 0.00% | No change | 400 | $2K |
| Osaic Holdings, Inc. | 0.00% | Add +100.0% | 400 | $2K |
| Cwm, LLC | 0.00% | Add +6666.7% | 406 | $2K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 315 | $2K |
| Farther Finance Advisors, LLC | 0.00% | New | 301 | $2K |
| Parallel Advisors, LLC | 0.00% | No change | 300 | $2K |
| Kestra Advisory Services, LLC | 0.00% | New | 300 | $2K |
| Royal Bank of Canada | 0.00% | No change | 100 | $1K |
| Wolff Wiese Magana LLC | 0.00% | No change | 144 | $856 |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 100 | $594 |
| Arax Advisory Partners | 0.00% | No change | 100 | $594 |
| SBI Securities Co., Ltd. | 0.00% | Add +18.9% | 88 | $523 |
| UBS Group AG | 0.00% | New | 10 | $59 |
| JPMorgan Chase & Co. | 0.00% | Reduce -11.1% | 8 | $48 |
"% of holder's portfolio" is WVVI's weight in each manager's 13F, not the share of Willamette Valley Vineyards the manager owns.