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 Group | 225k | $686k | 0% | Dec 2025 |
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| Vanguard Capital Management | 199k | $511k | 100% | Mar 2026 |
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| Renaissance Technologies | 69k | $209k | -5% | Dec 2025 |
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| Next Capital Management | 55k | $141k | 0% | Mar 2026 |
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| Geode Capital Management | 38k | $116k | 2% | Dec 2025 |
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| Dimensional Fund Advisors | 28k | $73k | -9% | Mar 2026 |
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| Vanguard Fiduciary Trust | 26k | $67k | 100% | Mar 2026 |
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| Citadel Advisors | 21k | $63k | 100% | Dec 2025 |
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| Teton Advisors | 21k | $63k | 100% | Dec 2025 |
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| Gabelli Funds | 20k | $61k | 0% | Dec 2025 |
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| EP Wealth Advisors | 16k | $48k | 100% | Dec 2025 |
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| Clearview Wealth Advisors | 16k | $48k | 1% | Dec 2025 |
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| Creative Planning | 16k | $48k | 0% | Dec 2025 |
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| James Investment Research | 13k | $33k | 0% | Mar 2026 |
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| Goss Wealth Management | 13k | $39k | 0% | Dec 2025 |
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| BlackRock | 11k | $33k | 4% | Dec 2025 |
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| State Street Corporation | 11k | $33k | 0% | Dec 2025 |
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| Wells Fargo & Company | 7.2k | $19k | -26% | Mar 2026 |
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| Steward Partners Investment Advisory | 4.7k | $12k | -1% | Mar 2026 |
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| National Bank Of Canada /fi/ | 2.1k | $6.3k | 91% | Dec 2025 |
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| UBS Group | 1.5k | $3.9k | 84% | Mar 2026 |
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| Tower Research Capital | 1.3k | $4.0k | 10% | Dec 2025 |
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| Jones Financial Companies, L.L | 1.2k | $3.6k | 0% | Dec 2025 |
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| Hanson McClain Advisors | 1.1k | $3.3k | 23% | Dec 2025 |
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| Clarity Asset Management | 700.00 | $1.8k | 0% | Mar 2026 |
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| Farther Finance Advisors | 436.00 | $1.1k | 0% | Mar 2026 |
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| CWM | 406.00 | $1.0k | 0% | Dec 2025 |
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| Us Bancorp | 400.00 | $1.2k | 0% | Dec 2025 |
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| Parallel Advisors | 300.00 | $771.000000 | 0% | Mar 2026 |
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| SBI Securities | 162.00 | $415.999800 | 21% | Mar 2026 |
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| Wolff Wiese Magana | 144.00 | $371.001600 | 0% | Mar 2026 |
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| SRS Capital Advisors | 100.00 | $305.000000 | 0% | Dec 2025 |
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| Financially Speaking | 100.00 | $257.000000 | 0% | Mar 2026 |
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| Atlantic Edge Private Wealth Management | 100.00 | $257.000000 | 0% | Mar 2026 |
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Who sold out of Willamette Valley Vineyards?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| FreeGulliver | Sep 2025 | 103k | $373k |
| Susquehanna International | Sep 2025 | 11k | $39k |
| Advisor Group Holdings | Sep 2025 | 300.00 | $1.4k |