WVVI Willamette Valley Vineyards In
Willamette Valley Vineyards In (WVVI) Institutional Ownership
What the institutions did with WVVI last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 198.9K | 36.3% |
| RENAISSANCE TECHNOLOGIES LLC | 63.4K | 11.5% |
| Next Capital Management LLC | 54.8K | 10.0% |
| GEODE CAPITAL MANAGEMENT, LLC | 35.8K | 6.5% |
| DIMENSIONAL FUND ADVISORS LP | 27.9K | 5.1% |
| VANGUARD FIDUCIARY TRUST CO | 25.9K | 4.7% |
| Teton Advisors, LLC | 20.5K | 3.7% |
| GABELLI FUNDS LLC | 20.0K | 3.6% |
| EP Wealth Advisors, LLC | 16.2K | 2.9% |
| CITADEL ADVISORS LLC | 14.4K | 2.6% |
| JAMES INVESTMENT RESEARCH, INC. | 12.9K | 2.4% |
| NewEdge Advisors, LLC | 12.9K | 2.4% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 10.9K | 2.0% |
| STATE STREET CORP | 10.7K | 2.0% |
| Steward Partners Investment Advisory, LLC | 5.0K | 0.9% |
| Farther Finance Advisors, LLC | 3.8K | 0.7% |
| Tower Research Capital LLC (TRC) | 2.3K | 0.4% |
| WELLS FARGO & COMPANY/MN | 2.2K | 0.4% |
| NATIONAL BANK OF CANADA /FI/ | 2.1K | 0.4% |
| MORGAN STANLEY | 1.9K | 0.4% |
| UBS Group AG | 1.9K | 0.3% |
| JONES FINANCIAL COMPANIES LLLP | 1.2K | 0.2% |
| Allworth Financial LP | 877 | 0.2% |
| US BANCORP \DE\ | 400 | 0.1% |
| FMR LLC | 400 | 0.1% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Creative Planning | Sold Out | 15.6K | 0 | -15.6K |
| CITADEL ADVISORS LLC | New | 0 | 14.4K | +14.4K |
| BlackRock, Inc. | Sold Out | 11.9K | 0 | -11.9K |
| WELLS FARGO & COMPANY/MN | Reduced | 7.2K | 2.2K | -5.0K |
| Farther Finance Advisors, LLC | Increased | 436 | 3.8K | +3.3K |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | 66.1K | 63.4K | -2.7K |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | 36.7K | 35.8K | -911 |
| Clarity Asset Management, Inc. | Sold Out | 700 | 0 | -700 |
| Tower Research Capital LLC (TRC) | Increased | 1.8K | 2.3K | +569 |
| DIMENSIONAL FUND ADVISORS LP | Reduced | 28.4K | 27.9K | -498 |
| FMR LLC | New | 0 | 400 | +400 |
| EP Wealth Advisors, LLC | Increased | 15.8K | 16.2K | +376 |
| UBS Group AG | Increased | 1.5K | 1.9K | +349 |
| Steward Partners Investment Advisory, LLC | Increased | 4.7K | 5.0K | +300 |
| JONES FINANCIAL COMPANIES LLLP | Reduced | 1.3K | 1.2K | -100 |
| SBI Securities Co., Ltd. | Increased | 162 | 214 | +52 |
| VANGUARD FIDUCIARY TRUST CO | Reduced | 25.9K | 25.9K | -50 |
| Strive Financial Group ,LLC | New | 0 | 44 | +44 |
| BARCLAYS PLC | New | 0 | 10 | +10 |
| MORGAN STANLEY | Increased | 1.9K | 1.9K | +5 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.