Willamette Valley VineyardsWVVI
13F holders, Q2 2025 (June 30)39holders +2
4new positions
2sold out
1famous investor
$5.53avg. 13F price*
At the end of Q2 2025, 39 institutions reported holding Willamette Valley Vineyards (WVVI) in their 13F filings, up 2 from Q1 2025. 4 opened new positions and 2 sold out. The largest holders were Vanguard Group Inc. ($1.2M), FreeGulliver LLC ($563K) and Renaissance Technologies ($402K). 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $99K |
| Exits | 2 | $2K |
All 13F filers, Q1 2025 → Q2 2025: 58,796 shares bought and 1,508 shares sold, net +57,288 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 39 holders
| Vanguard Group Inc. | 0.00% | No change | 224,812 | $1.2M |
| FreeGulliver LLC | 0.26% | Add +57.6% | 101,969 | $563K |
| Renaissance Technologies | 0.00% | Reduce -1.5% | 72,452 | $402K |
| Next Capital Management LLC | 0.11% | No change | 54,800 | $302K |
| Geode Capital Management, LLC | 0.00% | Add +0.3% | 37,029 | $204K |
| Dimensional Fund Advisors LP | 0.00% | Add +3.2% | 32,441 | $179K |
| Teton Advisors, Inc. | 0.08% | No change | 23,000 | $128K |
| Gabelli Funds LLC | 0.00% | No change | 20,000 | $111K |
| Creative Planning | 0.00% | No change | 15,600 | $86K |
| Clearview Wealth Advisors LLC | 0.06% | No change | 15,574 | $86K |
| James Investment Research, Inc. | 0.01% | No change | 12,921 | $72K |
| NewEdge Advisors, LLC | 0.00% | No change | 12,921 | $72K |
| T. Rowe Price Associates Inc. | 0.00% | No change | 10,850 | $60K |
| State Street Corp. | 0.00% | No change | 10,700 | $59K |
| BlackRock, Inc. | 0.00% | New | 10,162 | $56K |
| Morgan Stanley | 0.00% | No change | 7,375 | $41K |
| Raymond James Financial Inc. | 0.00% | New | 7,362 | $41K |
| Wells Fargo & Company | 0.00% | No change | 6,700 | $37K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 5,049 | $28K |
| UBS Group AG | 0.00% | Add +17880.0% | 1,798 | $10K |
| Bank of America Corp. | 0.00% | Add +0.1% | 1,640 | $9K |
| Jones Financial Companies LLLP | 0.00% | Add +98.3% | 1,190 | $6K |
| National Bank of Canada | 0.00% | No change | 1,100 | $6K |
| Allworth Financial LP | 0.00% | No change | 877 | $5K |
| Clarity Asset Management, Inc. | 0.00% | No change | 700 | $4K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +9.4% | 569 | $3K |
| Farther Finance Advisors, LLC | 0.00% | Add +44.9% | 436 | $2K |
| US Bancorp \de | 0.00% | No change | 400 | $2K |
| Cwm, LLC | 0.00% | No change | 406 | $2K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 315 | $2K |
| Osaic Holdings, Inc. | 0.00% | Reduce -25.0% | 300 | $2K |
| Parallel Advisors, LLC | 0.00% | No change | 300 | $2K |
| Ameritas Advisory Services, LLC | 0.00% | New | 225 | $1K |
| Royal Bank of Canada | 0.00% | No change | 100 | $1K |
| Wolff Wiese Magana LLC | 0.00% | No change | 144 | $795 |
| SBI Securities Co., Ltd. | 0.00% | Add +13.6% | 100 | $555 |
| Financially Speaking Inc | 0.00% | New | 100 | $552 |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 100 | $552 |
| Arax Advisory Partners | 0.00% | No change | 100 | $552 |
"% of holder's portfolio" is WVVI's weight in each manager's 13F, not the share of Willamette Valley Vineyards the manager owns.