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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Ep Wealth Advisors, LlcBuy+15,792—15,792$48.17KQ4 2025Feb 18, 2026
Newedge Advisors, LlcBuy+12,921—12,921$39.41KQ4 2025Feb 18, 2026
Strive Financial Group ,LlcBuy+44—44$134.00Q4 2025Feb 18, 2026
Citadel Advisors LlcBuy+20,694—20,694$63.12KQ4 2025Feb 17, 2026
Creative PlanningBuy+15,600—15,600$47.58KQ4 2025Feb 17, 2026
Price T Rowe Associates IncBuy+10,850—10,850$34.00KQ4 2025Feb 17, 2026
National Bank Of CanadaBuy+2,100—2,100$6.30KQ4 2025Feb 17, 2026
Bank Of America CorpBuy+1,711—1,711$5.22KQ4 2025Feb 17, 2026
Tower Research Capital Llc (Trc)Buy+1,308—1,308$3.99KQ4 2025Feb 17, 2026
Jones Financial Companies LllpBuy+1,190—1,190$3.63KQ4 2025Feb 17, 2026
Royal Bank Of CanadaBuy+401—401$1.00KQ4 2025Feb 17, 2026
State Street CorpBuy+10,700—10,700$32.63KQ4 2025Feb 13, 2026
Wells Fargo & Company/MnBuy+9,700—9,700$29.59KQ4 2025Feb 13, 2026
Morgan StanleyBuy+1,925—1,925$5.87KQ4 2025Feb 13, 2026
Clarity Asset Management, Inc.Buy+700—700$2.13KQ4 2025Feb 13, 2026
Arax Advisory PartnersBuy+100—100$305.00Q4 2025Feb 13, 2026
Dimensional Fund Advisors LpBuy+31,305—31,305$95.48KQ4 2025Feb 12, 2026
Blackrock, Inc.Buy+10,912—10,912$33.28KQ4 2025Feb 12, 2026
Steward Partners Investment Advisory, LlcBuy+4,774—4,774$14.56KQ4 2025Feb 12, 2026
Renaissance Technologies LLCSell-3,500-4.9%68,652$209.39KQ4 2025Feb 12, 2026
Next Capital Management LlcBuy+54,800—54,800$167.14KQ4 2025Feb 11, 2026
Parallel Advisors, LlcBuy+300—300$915.00Q4 2025Feb 11, 2026
Financially Speaking IncBuy+100—100$305.00Q4 2025Feb 10, 2026
Geode Capital Management, LlcBuy+38,001—38,001$115.94KQ4 2025Feb 09, 2026
Northwestern Mutual Wealth Management CoBuy+342,357—342,357$3.63MQ4 2025Feb 05, 2026
Teton Advisors, LlcBuy+20,500—20,500$62.52KQ4 2025Feb 05, 2026
Gabelli Funds LlcBuy+20,000—20,000$61.00KQ4 2025Feb 05, 2026
Allworth Financial LpBuy+1,077—1,077$3.29KQ4 2025Feb 05, 2026
Sbi Securities Co., Ltd.Buy+134—134$409.00Q4 2025Feb 03, 2026
Us Bancorp \De\Buy+400—400$1.22KQ4 2025Jan 30, 2026
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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.