Who owns Willamette Valley Vineyards?
- Ticker: WVVI
- CUSIP Number: 969136100
Tip: Access positions for across all investors
Analyze quarterly positions in Willamette Valley Vineyards with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Willamette Valley Vineyards stock
Who bought or sold Willamette Valley Vineyards this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Vanguard Capital Management | 199k | $499k | 0% | Jun 2026 |
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| Renaissance Technologies | 63k | $159k | -4% | Jun 2026 |
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| Next Capital Management | 55k | $138k | 0% | Jun 2026 |
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| Geode Capital Management | 36k | $90k | -2% | Jun 2026 |
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| Dimensional Fund Advisors | 28k | $70k | -2% | Jun 2026 |
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| Vanguard Fiduciary Trust | 26k | $65k | 0% | Jun 2026 |
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| Teton Advisors | 21k | $52k | 0% | Jun 2026 |
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| Gabelli Funds | 20k | $50k | 0% | Jun 2026 |
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| EP Wealth Advisors | 16k | $41k | 2% | Jun 2026 |
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| Citadel Advisors | 14k | $36k | 100% | Jun 2026 |
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| James Investment Research | 13k | $32k | 0% | Jun 2026 |
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| Goss Wealth Management | 13k | $32k | 0% | Jun 2026 |
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| T. Rowe Price Associates | 11k | $28k | 0% | Mar 2026 |
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| State Street Corporation | 11k | $28k | 0% | Mar 2026 |
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| Steward Partners Investment Advisory | 5.0k | $13k | 6% | Jun 2026 |
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| Farther Finance Advisors | 3.8k | $9.4k | 762% | Jun 2026 |
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| Mercer Global Advisors | 2.7k | $6.7k | 100% | Jun 2026 |
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| Tower Research Capital | 2.3k | $5.9k | 32% | Jun 2026 |
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| Wells Fargo & Company | 2.2k | $5.5k | -69% | Jun 2026 |
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| National Bank Of Canada /fi/ | 2.1k | $5.0k | 0% | Jun 2026 |
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| Morgan Stanley | 1.9k | $4.9k | 0% | Mar 2026 |
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| UBS Group | 1.9k | $4.7k | 23% | Jun 2026 |
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| Jones Financial Companies, L.L | 1.2k | $2.6k | -8% | Jun 2026 |
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| Hanson McClain Advisors | 877.00 | $2.2k | 0% | Jun 2026 |
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| CWM | 406.00 | $1.0k | 0% | Mar 2026 |
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| Us Bancorp | 400.00 | $1.0k | 0% | Jun 2026 |
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| FMR | 400.00 | $1.0k | 100% | Jun 2026 |
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| Royal Bank of Canada | 301.00 | $1.0k | 0% | Jun 2026 |
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| Parallel Advisors | 300.00 | $753.000000 | 0% | Jun 2026 |
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| SBI Securities | 214.00 | $536.990200 | 32% | Jun 2026 |
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| Wolff Wiese Magana | 144.00 | $362.001600 | 0% | Jun 2026 |
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| Atlantic Edge Private Wealth Management | 100.00 | $251.000000 | 0% | Jun 2026 |
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| Financially Speaking | 100.00 | $257.000000 | 0% | Jun 2026 |
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| SRS Capital Advisors | 100.00 | $251.000000 | 0% | Jun 2026 |
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| Advisor Group Holdings | 100.00 | $251.000000 | 0% | Jun 2026 |
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| Strive Financial Group | 44.00 | $110.000000 | 100% | Jun 2026 |
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| Barclays | 10.00 | $25.000000 | 100% | Jun 2026 |
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Who sold out of Willamette Valley Vineyards?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Creative Planning | Mar 2026 | 16k | $40k |
| BlackRock | Mar 2026 | 12k | $31k |
| Clarity Asset Management | Mar 2026 | 700.00 | $1.8k |