WILLAMETTE VALLEY VINEYARDS WVVI
$2.66
-1.5% 52w: $2.19 – $5.67
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data2.193.935.67
Jun 20, 2025 Jul 2, 2026
Institutional holders
35
-2 QoQ
13F value
$1.5M
-22.0% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns WVVI?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 198.9K | $511K | 0.0% | — |
| RENAISSANCE TECHNOLOGIES LLC | Quant stat arb | 66.1K | $170K | 0.0% | -3.8% |
| Next Capital Management LLC | Wealth advisor | 54.8K | $141K | 0.0% | Held |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 36.7K | $94K | 0.0% | -3.4% |
| DIMENSIONAL FUND ADVISORS LP | Quant stat arb | 28.4K | $73K | 0.0% | -9.3% |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 25.9K | $67K | 0.0% | — |
| Teton Advisors, LLC | Other | 20.5K | $53K | 0.0% | Held |
| GABELLI FUNDS LLC | Diversified mechanical | 20.0K | $51K | 0.0% | Held |
| EP Wealth Advisors, LLC | Wealth advisor | 15.8K | $41K | 0.0% | Held |
| Creative Planning | Wealth advisor | 15.6K | $40K | 0.0% | +0.1% |
| JAMES INVESTMENT RESEARCH, INC. | Other | 12.9K | $33K | 0.0% | Held |
| NewEdge Advisors, LLC | Diversified mechanical | 12.9K | $33K | 0.0% | Held |
| BlackRock, Inc. | Index provider | 11.9K | $31K | 0.0% | +8.9% |
| PRICE T ROWE ASSOCIATES INC /MD/ | Diversified mechanical | 10.8K | $28K | 0.0% | Held |
| STATE STREET CORP | Index provider | 10.7K | $27K | 0.0% | Held |
| WELLS FARGO & COMPANY/MN | Bank broker | 7.2K | $19K | 0.0% | -25.8% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 4.7K | $12K | 0.0% | -0.5% |
| NATIONAL BANK OF CANADA /FI/ | Diversified mechanical | 2.1K | $5K | 0.0% | Held |
| MORGAN STANLEY | Bank broker | 1.9K | $5K | 0.0% | Held |
| Tower Research Capital LLC (TRC) | Market maker | 1.8K | $5K | 0.0% | +35.4% |
| UBS Group AG | Bank broker | 1.5K | $4K | 0.0% | +84.0% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 1.3K | $3K | 0.0% | +8.4% |
| Allworth Financial LP | Wealth advisor | 877 | $2K | 0.0% | -18.6% |
| Clarity Asset Management, Inc. | Wealth advisor | 700 | $2K | 0.0% | Held |
| Farther Finance Advisors, LLC | Wealth advisor | 436 | $1K | 0.0% | Held |
| CWM, LLC | Wealth advisor | 406 | $1K | 0.0% | Held |
| US BANCORP \DE\ | Wealth advisor | 400 | $1K | 0.0% | Held |
| ROYAL BANK OF CANADA | Bank broker | 301 | $1K | 0.0% | -24.9% |
| Parallel Advisors, LLC | Wealth advisor | 300 | $771 | 0.0% | Held |
| SBI Securities Co., Ltd. | Diversified mechanical | 162 | $416 | 0.0% | +20.9% |
| WOLFF WIESE MAGANA LLC | Other | 144 | $371 | 0.0% | Held |
| Atlantic Edge Private Wealth Management, LLC | Wealth advisor | 100 | $257 | 0.0% | Held |
| OSAIC HOLDINGS, INC. | Wealth advisor | 100 | $257 | 0.0% | New |
| Financially Speaking Inc | Wealth advisor | 100 | $257 | 0.0% | Held |
| Arax Advisory Partners | Wealth advisor | 100 | $257 | 0.0% | Held |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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