WILLAMETTE VALLEY VINEYARDS (WVVI) Top Institutional Shareholders
WILLAMETTE VALLEY VINEYARDS (WVVI) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $1.41M in WVVI holdings during the latest filing period.
Vanguard Capital Management Llc is currently the largest disclosed institutional shareholder of WVVI tracked by InsiderSet, reporting ownership valued at approximately $511,163 in its March 31, 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 $546,964, representing an estimated gain of +7.00% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 88% 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
35
Total Reported Value
$1.41M
Largest Holder
Vanguard Capital Management Llc
Largest Position
$511,163
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
39
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 | $511,163 | $546,964 | +$35,801 | +7.00% | |
| Renaissance Technologies LLC | Jim Simons | 0.00% | 66,052 | $169,754 | $181,643 | +$11,889 | +7.00% |
| Next Capital Management Llc | 0.04% | 54,800 | $140,836 | $150,700 | +$9,864 | +7.00% | |
| Geode Capital Management, Llc | 0.00% | 36,709 | $94,375 | $100,950 | +$6,575 | +6.97% | |
| Dimensional Fund Advisors Lp | 0.00% | 28,403 | $72,995 | $78,108 | +$5,113 | +7.00% | |
| Vanguard Fiduciary Trust Co | 0.00% | 25,916 | $66,604 | $71,269 | +$4,665 | +7.00% | |
| Teton Advisors, Llc | 0.04% | 20,500 | $52,685 | $56,375 | +$3,690 | +7.00% | |
| Gabelli Funds Llc | 0.00% | 20,000 | $51,400 | $55,000 | +$3,600 | +7.00% | |
| Ep Wealth Advisors, Llc | 0.00% | 15,792 | $40,585 | $43,428 | +$2,843 | +7.01% | |
| Creative Planning | 0.00% | 15,611 | $40,120 | $42,930 | +$2,810 | +7.00% | |
| James Investment Research, Inc. | 0.00% | 12,921 | $33,207 | $35,533 | +$2,326 | +7.00% | |
| Blackrock, Inc. | 0.00% | 11,887 | $30,549 | $32,689 | +$2,140 | +7.01% | |
| State Street Corp | 0.00% | 10,700 | $27,499 | $29,425 | +$1,926 | +7.00% | |
| Wells Fargo & Company/Mn | 0.00% | 7,200 | $18,504 | $19,800 | +$1,296 | +7.00% | |
| Newedge Advisors, Llc | 0.00% | 12,921 | $12,921 | $35,533 | +$22,612 | +175.00% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 4,749 | $12,205 | $13,060 | +$855 | +7.00% | |
| National Bank Of Canada | 0.00% | 2,100 | $5,397 | $5,775 | +$378 | +7.00% | |
| Morgan Stanley | 0.00% | 1,925 | $4,947 | $5,294 | +$347 | +7.01% | |
| Tower Research Capital Llc (Trc) | 0.00% | 1,771 | $4,551 | $4,870 | +$319 | +7.01% | |
| Ubs Group Ag | 0.00% | 1,520 | $3,906 | $4,180 | +$274 | +7.01% | |
| Jones Financial Companies Lllp | 0.00% | 1,290 | $3,238 | $3,548 | +$310 | +9.56% | |
| Allworth Financial Lp | 0.00% | 877 | $2,254 | $2,412 | +$158 | +7.00% | |
| Clarity Asset Management, Inc. | 0.00% | 700 | $1,799 | $1,925 | +$126 | +7.00% | |
| Farther Finance Advisors, Llc | 0.00% | 436 | $1,149 | $1,199 | +$50 | +4.35% | |
| Cwm, Llc | 0.00% | 406 | $1,043 | $1,117 | +$74 | +7.05% | |
| Us Bancorp \De\ | 0.00% | 400 | $1,028 | $1,100 | +$72 | +7.00% | |
| Royal Bank Of Canada | 0.00% | 301 | $1,000 | $828 | -$172 | -17.22% | |
| Parallel Advisors, Llc | 0.00% | 300 | $771 | $825 | +$54 | +7.00% | |
| Sbi Securities Co., Ltd. | 0.00% | 162 | $416 | $446 | +$30 | +7.09% | |
| Wolff Wiese Magana Llc | 0.00% | 144 | $371 | $396 | +$25 | +6.74% | |
| Arax Advisory Partners | 0.00% | 100 | $257 | $275 | +$18 | +7.00% | |
| Atlantic Edge Private Wealth Management, Llc | 0.00% | 100 | $257 | $275 | +$18 | +7.00% | |
| Financially Speaking Inc | 0.00% | 100 | $257 | $275 | +$18 | +7.00% | |
| Osaic Holdings, Inc. | 0.00% | 100 | $257 | $275 | +$18 | +7.00% | |
| Price T Rowe Associates Inc | 0.00% | 10,850 | $28 | $29,838 | +$29,810 | +106462.50% |
Frequently asked questions about WVVI
Who owns the most WVVI stock?
The largest holders of WVVI are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for WILLAMETTE VALLEY VINEYARDS (WVVI).
Is WVVI widely held by superinvestors?
Many widely followed stocks like WVVI appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly WVVI is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.