Willamette Valley VineyardsWVVI
13F holders, Q1 2026 (March 31)35holders −2
1new positions
3sold out
1famous investor
$2.57avg. 13F price*
At the end of Q1 2026, 35 institutions reported holding Willamette Valley Vineyards (WVVI) in their 13F filings, down 2 from Q4 2025. 1 opened new positions and 3 sold out. The largest holders were Vanguard Capital Management LLC ($511K), Renaissance Technologies ($170K) and Next Capital Management LLC ($141K). 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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $257 |
| Exits | 3 | $68K |
All 13F filers, Q4 2025 → Q1 2026: 2,371 shares bought and 32,068 shares sold, net −29,697 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 35 holders
| Vanguard Capital Management LLC | 0.00% | — | 198,896 | $511K |
| Renaissance Technologies | 0.00% | Reduce -3.8% | 66,052 | $170K |
| Next Capital Management LLC | 0.04% | No change | 54,800 | $141K |
| Geode Capital Management, LLC | 0.00% | Reduce -3.4% | 36,709 | $94K |
| Dimensional Fund Advisors LP | 0.00% | Reduce -9.3% | 28,403 | $73K |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 25,916 | $67K |
| Teton Advisors, LLC | 0.04% | No change | 20,500 | $53K |
| Gabelli Funds LLC | 0.00% | No change | 20,000 | $51K |
| EP Wealth Advisors, LLC | 0.00% | No change | 15,792 | $41K |
| Creative Planning | 0.00% | Add +0.1% | 15,611 | $40K |
| James Investment Research, Inc. | 0.00% | No change | 12,921 | $33K |
| NewEdge Advisors, LLC | 0.00% | No change | 12,921 | $33K |
| BlackRock, Inc. | 0.00% | Add +8.9% | 11,887 | $31K |
| T. Rowe Price Associates Inc. | 0.00% | No change | 10,850 | $28K |
| State Street Corp. | 0.00% | No change | 10,700 | $27K |
| Wells Fargo & Company | 0.00% | Reduce -25.8% | 7,200 | $19K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -0.5% | 4,749 | $12K |
| National Bank of Canada | 0.00% | No change | 2,100 | $5K |
| Morgan Stanley | 0.00% | No change | 1,925 | $5K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +35.4% | 1,771 | $5K |
| UBS Group AG | 0.00% | Add +84.0% | 1,520 | $4K |
| Jones Financial Companies LLLP | 0.00% | Add +8.4% | 1,290 | $3K |
| Allworth Financial LP | 0.00% | Reduce -18.6% | 877 | $2K |
| Clarity Asset Management, Inc. | 0.00% | No change | 700 | $2K |
| Farther Finance Advisors, LLC | 0.00% | No change | 436 | $1K |
| Cwm, LLC | 0.00% | No change | 406 | $1K |
| US Bancorp \de | 0.00% | No change | 400 | $1K |
| Royal Bank of Canada | 0.00% | Reduce -24.9% | 301 | $1K |
| Parallel Advisors, LLC | 0.00% | No change | 300 | $771 |
| SBI Securities Co., Ltd. | 0.00% | Add +20.9% | 162 | $416 |
| Wolff Wiese Magana LLC | 0.00% | No change | 144 | $371 |
| Financially Speaking Inc | 0.00% | No change | 100 | $257 |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 100 | $257 |
| Arax Advisory Partners | 0.00% | No change | 100 | $257 |
| Osaic Holdings, Inc. | 0.00% | New | 100 | $257 |
"% of holder's portfolio" is WVVI's weight in each manager's 13F, not the share of Willamette Valley Vineyards the manager owns.