Willamette Valley VineyardsWVVI
13F holders, Q4 2025 (December 31)At the end of Q4 2025, 37 institutions reported holding Willamette Valley Vineyards (WVVI) in their 13F filings, down 2 from Q3 2025. 1 opened new positions and 5 sold out. The largest holders were Vanguard Group Inc. ($686K), Renaissance Technologies ($209K) and Next Capital Management LLC ($167K). 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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $63K |
| Exits | 5 | $415K |
All 13F filers, Q3 2025 → Q4 2025: 26,011 shares bought and 125,581 shares sold, net −99,570 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 | $686K |
| Renaissance Technologies | 0.00% | Reduce -4.8% | 68,652 | $209K |
| Next Capital Management LLC | 0.05% | No change | 54,800 | $167K |
| Geode Capital Management, LLC | 0.00% | Add +2.2% | 38,001 | $116K |
| Dimensional Fund Advisors LP | 0.00% | Reduce -3.5% | 31,305 | $95K |
| Citadel Advisors | 0.00% | New | 20,694 | $63K |
| Teton Advisors, LLC | 0.04% | Reduce -10.9% | 20,500 | $63K |
| Gabelli Funds LLC | 0.00% | No change | 20,000 | $61K |
| EP Wealth Advisors, LLC | 0.00% | — | 15,792 | $48K |
| Clearview Wealth Advisors LLC | 0.03% | Add +0.6% | 15,622 | $48K |
| Creative Planning | 0.00% | No change | 15,600 | $48K |
| James Investment Research, Inc. | 0.00% | No change | 12,921 | $39K |
| NewEdge Advisors, LLC | 0.00% | No change | 12,921 | $39K |
| T. Rowe Price Associates Inc. | 0.00% | No change | 10,850 | $34K |
| BlackRock, Inc. | 0.00% | Add +4.3% | 10,912 | $33K |
| State Street Corp. | 0.00% | No change | 10,700 | $33K |
| Wells Fargo & Company | 0.00% | Add +29.3% | 9,700 | $30K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -5.5% | 4,774 | $15K |
| National Bank of Canada | 0.00% | Add +90.9% | 2,100 | $6K |
| Morgan Stanley | 0.00% | Reduce -67.2% | 1,925 | $6K |
| Bank of America Corp. | 0.00% | Add +6.7% | 1,711 | $5K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +9.8% | 1,308 | $4K |
| Jones Financial Companies LLLP | 0.00% | No change | 1,190 | $4K |
| Allworth Financial LP | 0.00% | Add +22.8% | 1,077 | $3K |
| UBS Group AG | 0.00% | Reduce -22.5% | 826 | $3K |
| Clarity Asset Management, Inc. | 0.00% | No change | 700 | $2K |
| Farther Finance Advisors, LLC | 0.00% | No change | 436 | $1K |
| US Bancorp \de | 0.00% | No change | 400 | $1K |
| Royal Bank of Canada | 0.00% | Add +301.0% | 401 | $1K |
| Cwm, LLC | 0.00% | No change | 406 | $1K |
| Parallel Advisors, LLC | 0.00% | No change | 300 | $915 |
| Wolff Wiese Magana LLC | 0.00% | No change | 144 | $440 |
| SBI Securities Co., Ltd. | 0.00% | Add +18.6% | 134 | $409 |
| Financially Speaking Inc | 0.00% | No change | 100 | $305 |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 100 | $305 |
| Arax Advisory Partners | 0.00% | No change | 100 | $305 |
| Strive Financial Group ,LLC | 0.00% | — | 44 | $134 |
"% of holder's portfolio" is WVVI's weight in each manager's 13F, not the share of Willamette Valley Vineyards the manager owns.