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Willamette Valley Vineyards shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Willamette Valley Vineyards (WVVI) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Willamette Valley Vineyards

Tip: Access up to 7 years of quarterly data

All positions including Willamette Valley Vineyards held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Willamette Valley Vineyards by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $48k 16k 3.05

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Top funds holding Willamette Valley Vineyards

Vanguard Group
Renaissance Technologies
Next Capital Management
Geode Capital Management
Dimensional Fund Advisors
Teton Advisors
Gabelli Funds
EP Wealth Advisors
Clearview Wealth Advisors
Creative Planning
James Investment Research
Goss Wealth Management
BlackRock
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Wells Fargo & Company

View all funds holding Willamette Valley Vineyards