WILLAMETTE VALLEY VINEYARDS (WVVI) Institutional Ownership Changes & 13F Activity
WILLAMETTE VALLEY VINEYARDS (WVVI). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Northwestern Mutual Wealth Management Co, Next Capital Management Llc, Geode Capital Management, Llc, Dimensional Fund Advisors Lp, and Citadel Advisors Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Ep Wealth Advisors, Llc | Buy | +15,792 | — | 15,792 | $48.17K | Q4 2025 | Feb 18, 2026 |
| Newedge Advisors, Llc | Buy | +12,921 | — | 12,921 | $39.41K | Q4 2025 | Feb 18, 2026 |
| Strive Financial Group ,Llc | Buy | +44 | — | 44 | $134.00 | Q4 2025 | Feb 18, 2026 |
| Citadel Advisors Llc | Buy | +20,694 | — | 20,694 | $63.12K | Q4 2025 | Feb 17, 2026 |
| Creative Planning | Buy | +15,600 | — | 15,600 | $47.58K | Q4 2025 | Feb 17, 2026 |
| Price T Rowe Associates Inc | Buy | +10,850 | — | 10,850 | $34.00K | Q4 2025 | Feb 17, 2026 |
| National Bank Of Canada | Buy | +2,100 | — | 2,100 | $6.30K | Q4 2025 | Feb 17, 2026 |
| Bank Of America Corp | Buy | +1,711 | — | 1,711 | $5.22K | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital Llc (Trc) | Buy | +1,308 | — | 1,308 | $3.99K | Q4 2025 | Feb 17, 2026 |
| Jones Financial Companies Lllp | Buy | +1,190 | — | 1,190 | $3.63K | Q4 2025 | Feb 17, 2026 |
| Royal Bank Of Canada | Buy | +401 | — | 401 | $1.00K | Q4 2025 | Feb 17, 2026 |
| State Street Corp | Buy | +10,700 | — | 10,700 | $32.63K | Q4 2025 | Feb 13, 2026 |
| Wells Fargo & Company/Mn | Buy | +9,700 | — | 9,700 | $29.59K | Q4 2025 | Feb 13, 2026 |
| Morgan Stanley | Buy | +1,925 | — | 1,925 | $5.87K | Q4 2025 | Feb 13, 2026 |
| Clarity Asset Management, Inc. | Buy | +700 | — | 700 | $2.13K | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | Buy | +100 | — | 100 | $305.00 | Q4 2025 | Feb 13, 2026 |
| Dimensional Fund Advisors Lp | Buy | +31,305 | — | 31,305 | $95.48K | Q4 2025 | Feb 12, 2026 |
| Blackrock, Inc. | Buy | +10,912 | — | 10,912 | $33.28K | Q4 2025 | Feb 12, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +4,774 | — | 4,774 | $14.56K | Q4 2025 | Feb 12, 2026 |
| Renaissance Technologies LLC | Sell | -3,500 | -4.9% | 68,652 | $209.39K | Q4 2025 | Feb 12, 2026 |
| Next Capital Management Llc | Buy | +54,800 | — | 54,800 | $167.14K | Q4 2025 | Feb 11, 2026 |
| Parallel Advisors, Llc | Buy | +300 | — | 300 | $915.00 | Q4 2025 | Feb 11, 2026 |
| Financially Speaking Inc | Buy | +100 | — | 100 | $305.00 | Q4 2025 | Feb 10, 2026 |
| Geode Capital Management, Llc | Buy | +38,001 | — | 38,001 | $115.94K | Q4 2025 | Feb 09, 2026 |
| Northwestern Mutual Wealth Management Co | Buy | +342,357 | — | 342,357 | $3.63M | Q4 2025 | Feb 05, 2026 |
| Teton Advisors, Llc | Buy | +20,500 | — | 20,500 | $62.52K | Q4 2025 | Feb 05, 2026 |
| Gabelli Funds Llc | Buy | +20,000 | — | 20,000 | $61.00K | Q4 2025 | Feb 05, 2026 |
| Allworth Financial Lp | Buy | +1,077 | — | 1,077 | $3.29K | Q4 2025 | Feb 05, 2026 |
| Sbi Securities Co., Ltd. | Buy | +134 | — | 134 | $409.00 | Q4 2025 | Feb 03, 2026 |
| Us Bancorp \De\ | Buy | +400 | — | 400 | $1.22K | Q4 2025 | Jan 30, 2026 |
Frequently asked questions about WVVI activity
Which institutional owners are buying WVVI?
Institutional owners buying WVVI include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in WVVI activity?
"Buy" means an investor increased their reported position in WVVI compared to the prior reporting period. This reflects growing exposure to WILLAMETTE VALLEY VINEYARDS (WVVI) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in WVVI increasing?
Institutional interest in WVVI can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related WVVI Institutional Insights
- WVVI Overview
- WVVI 13F Institutional Holders
- WVVI Superinvestors
- Consumer Defensive Sector Institutional Ownership
- Consumer Defensive Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Consumer Defensive Stocks By Institutional Investors
- Most Sold Consumer Defensive Stocks By Institutional Investors
- WVVI Insider Trading & SEC Form 4 Activity
- WVVI Articles
- Top Institutional Investor Stock Rankings