Willamette Valley VineyardsWVVI
13F holders, Q3 2025 (September 30)39holders
2new positions
2sold out
1famous investor
$3.62avg. 13F price*
At the end of Q3 2025, 39 institutions reported holding Willamette Valley Vineyards (WVVI) in their 13F filings, unchanged from Q2 2025. 2 opened new positions and 2 sold out. The largest holders were Vanguard Group Inc. ($818K), FreeGulliver LLC ($373K) and Renaissance Technologies ($258K). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $39K |
| Exits | 2 | $42K |
All 13F filers, Q2 2025 → Q3 2025: 13,280 shares bought and 10,205 shares sold, net +3,075 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 | $818K |
| FreeGulliver LLC | 0.17% | Add +0.6% | 102,573 | $373K |
| Renaissance Technologies | 0.00% | Reduce -0.4% | 72,152 | $258K |
| Next Capital Management LLC | 0.07% | No change | 54,800 | $199K |
| Geode Capital Management, LLC | 0.00% | Add +0.4% | 37,178 | $135K |
| Dimensional Fund Advisors LP | 0.00% | No change | 32,441 | $118K |
| Teton Advisors, LLC | 0.05% | — | 23,000 | $82K |
| Gabelli Funds LLC | 0.00% | No change | 20,000 | $71K |
| Creative Planning | 0.00% | No change | 15,600 | $57K |
| Clearview Wealth Advisors LLC | 0.04% | Reduce -0.3% | 15,524 | $57K |
| James Investment Research, Inc. | 0.01% | No change | 12,921 | $46K |
| NewEdge Advisors, LLC | 0.00% | No change | 12,921 | $46K |
| T. Rowe Price Associates Inc. | 0.00% | No change | 10,850 | $40K |
| Susquehanna International Group, LLP | 0.00% | New | 10,743 | $39K |
| State Street Corp. | 0.00% | No change | 10,700 | $39K |
| BlackRock, Inc. | 0.00% | Add +3.0% | 10,462 | $37K |
| Wells Fargo & Company | 0.00% | Add +11.9% | 7,500 | $27K |
| Morgan Stanley | 0.00% | Reduce -20.3% | 5,875 | $21K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 5,049 | $18K |
| Bank of America Corp. | 0.00% | Reduce -2.2% | 1,604 | $6K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +109.3% | 1,191 | $4K |
| Jones Financial Companies LLLP | 0.00% | No change | 1,190 | $4K |
| UBS Group AG | 0.00% | Reduce -40.7% | 1,066 | $4K |
| National Bank of Canada | 0.00% | No change | 1,100 | $4K |
| Allworth Financial LP | 0.00% | No change | 877 | $3K |
| Clarity Asset Management, Inc. | 0.00% | No change | 700 | $2K |
| Farther Finance Advisors, LLC | 0.00% | No change | 436 | $2K |
| US Bancorp \de | 0.00% | No change | 400 | $1K |
| Osaic Holdings, Inc. | 0.00% | No change | 300 | $1K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 315 | $1K |
| Parallel Advisors, LLC | 0.00% | No change | 300 | $1K |
| Cwm, LLC | 0.00% | No change | 406 | $1K |
| Wolff Wiese Magana LLC | 0.00% | No change | 144 | $525 |
| SBI Securities Co., Ltd. | 0.00% | Add +13.0% | 113 | $403 |
| Financially Speaking Inc | 0.00% | No change | 100 | $364 |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 100 | $364 |
| Arax Advisory Partners | 0.00% | No change | 100 | $364 |
| Advisory Services Network, LLC | 0.00% | New | 49 | $175 |
| Royal Bank of Canada | 0.00% | No change | 100 | $0 |
"% of holder's portfolio" is WVVI's weight in each manager's 13F, not the share of Willamette Valley Vineyards the manager owns.