WVVI Institutional Ownership & Shareholders
WILLAMETTE VALLEY VINEYARDS (WVVI) is currently held by 36 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.38M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Vanguard Capital Management Llc is currently the largest disclosed institutional shareholder of WVVI tracked by InsiderSet, reporting ownership valued at approximately $499,229 in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $371,935.52, representing an estimated loss of -25.50% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 87% of the total disclosed WVVI value among the investors covered in this analysis. Major shareholders include Vanguard Capital Management Llc, Renaissance Technologies LLC, Next Capital Management Llc, and several other long-term asset managers with concentrated positions in WILLAMETTE VALLEY VINEYARDS (WVVI).
This page ranks the largest institutional WVVI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
36
Total Reported Value
$1.38M
Largest Holder
Vanguard Capital Management Llc
Largest Position
$499,229
Insider Transactions (90d)
28
Latest Filing Quarter
Q2 2026
New Institutional Positions
41
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Vanguard Capital Management Llc | 0.00% | 198,896 | $499,229 | $371,936 | -$127,293 | -25.50% | |
| Renaissance Technologies LLC | Jim Simons | 0.00% | 63,352 | $159,014 | $118,468 | -$40,546 | -25.50% |
| Next Capital Management Llc | 0.04% | 54,800 | $137,548 | $102,476 | -$35,072 | -25.50% | |
| Geode Capital Management, Llc | 0.00% | 35,798 | $89,887 | $66,942 | -$22,945 | -25.53% | |
| Dimensional Fund Advisors Lp | 0.00% | 27,905 | $70,042 | $52,182 | -$17,860 | -25.50% | |
| Vanguard Fiduciary Trust Co | 0.00% | 25,866 | $64,924 | $48,369 | -$16,555 | -25.50% | |
| Teton Advisors, Llc | 0.03% | 20,500 | $51,455 | $38,335 | -$13,120 | -25.50% | |
| Gabelli Funds Llc | 0.00% | 20,000 | $50,200 | $37,400 | -$12,800 | -25.50% | |
| Ep Wealth Advisors, Llc | 0.00% | 16,168 | $40,582 | $30,234 | -$10,348 | -25.50% | |
| Citadel Advisors Llc | 0.00% | 14,417 | $36,187 | $26,960 | -$9,227 | -25.50% | |
| James Investment Research, Inc. | 0.00% | 12,921 | $32,432 | $24,162 | -$8,270 | -25.50% | |
| Newedge Advisors, Llc | 0.00% | 12,921 | $32,432 | $24,162 | -$8,270 | -25.50% | |
| Price T Rowe Associates Inc | 0.00% | 10,850 | $28,000 | $20,290 | -$7,711 | -27.54% | |
| State Street Corp | 0.00% | 10,700 | $26,857 | $20,009 | -$6,848 | -25.50% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 5,049 | $12,673 | $9,442 | -$3,231 | -25.50% | |
| Farther Finance Advisors, Llc | 0.00% | 3,760 | $9,437 | $7,031 | -$2,406 | -25.49% | |
| Tower Research Capital Llc (Trc) | 0.00% | 2,340 | $5,873 | $4,376 | -$1,497 | -25.49% | |
| Wells Fargo & Company/Mn | 0.00% | 2,200 | $5,522 | $4,114 | -$1,408 | -25.50% | |
| National Bank Of Canada | 0.00% | 2,100 | $5,040 | $3,927 | -$1,113 | -22.08% | |
| Morgan Stanley | 0.00% | 1,930 | $4,845 | $3,609 | -$1,236 | -25.51% | |
| Ubs Group Ag | 0.00% | 1,869 | $4,691 | $3,495 | -$1,196 | -25.49% | |
| Jones Financial Companies Lllp | 0.00% | 1,190 | $2,606 | $2,225 | -$381 | -14.61% | |
| Allworth Financial Lp | 0.00% | 877 | $2,202 | $1,640 | -$562 | -25.52% | |
| Cwm, Llc | 0.00% | 406 | $1,043 | $759 | -$284 | -27.21% | |
| Fmr Llc | 0.00% | 400 | $1,004 | $748 | -$256 | -25.50% | |
| Us Bancorp \De\ | 0.00% | 400 | $1,004 | $748 | -$256 | -25.50% | |
| Royal Bank Of Canada | 0.00% | 301 | $1,000 | $563 | -$437 | -43.71% | |
| Parallel Advisors, Llc | 0.00% | 300 | $753 | $561 | -$192 | -25.50% | |
| Sbi Securities Co., Ltd. | 0.00% | 214 | $537 | $400 | -$137 | -25.48% | |
| Wolff Wiese Magana Llc | 0.00% | 144 | $362 | $269 | -$93 | -25.61% | |
| Atlantic Edge Private Wealth Management, Llc | 0.00% | 100 | $257 | $187 | -$70 | -27.24% | |
| Financially Speaking Inc | 0.00% | 100 | $257 | $187 | -$70 | -27.24% | |
| Arax Advisory Partners | 0.00% | 100 | $251 | $187 | -$64 | -25.50% | |
| Osaic Holdings, Inc. | 0.00% | 100 | $251 | $187 | -$64 | -25.50% | |
| Strive Financial Group ,Llc | 0.00% | 44 | $110 | $82 | -$28 | -25.20% | |
| Barclays Plc | 0.00% | 10 | $25 | $19 | -$6 | -25.20% |
Frequently asked questions about WVVI
Who are the largest institutional holders of WVVI?
The largest institutional holders of WVVI reported in the latest SEC Form 13F filings include Vanguard Capital Management Llc, Renaissance Technologies LLC, Next Capital Management Llc, Geode Capital Management, Llc, and Dimensional Fund Advisors Lp. InsiderSet ranks institutional holders by their latest reported WVVI position.
What is WVVI institutional ownership?
This page tracks WVVI positions reported by institutional investment managers through SEC Form 13F. WILLAMETTE VALLEY VINEYARDS (WVVI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own WVVI?
InsiderSet currently tracks 36 institutional managers reporting WVVI holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of WVVI shareholders.
How much WVVI stock do institutions own?
Institutional investment managers disclosed approximately $1.38M in WVVI holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was WVVI institutional ownership last updated?
The latest WVVI institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional WVVI holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its WVVI position after the reporting date.
Are institutions buying or selling WVVI?
Institutional buying and selling can be analyzed by comparing WVVI positions across consecutive 13F reporting periods. InsiderSet's WVVI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View WVVI ownership changes.
How has WVVI institutional ownership changed over time?
InsiderSet tracks WVVI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.