Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in WVVI held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | VANGUARD CAPITAL MANAGEMENT LLC | 199K | $499K | 0.0% | 3.990% | 0.00% |
| 2 | RENAISSANCE TECHNOLOGIES LLC | 63K | $159K | -4.1% | 1.271% | 0.00% |
| 3 | Next Capital Management LLC | 55K | $138K | 0.0% | 1.099% | 0.04% |
| 4 | GEODE CAPITAL MANAGEMENT, LLC | 36K | $90K | -2.5% | 0.718% | 0.00% |
| 5 | DIMENSIONAL FUND ADVISORS LP | 28K | $70K | -1.8% | 0.560% | 0.00% |
| 6 | VANGUARD FIDUCIARY TRUST CO | 26K | $65K | -0.2% | 0.519% | 0.00% |
| 7 | Teton Advisors, LLC | 21K | $51K | 0.0% | 0.411% | 0.03% |
| 8 | GABELLI FUNDS LLC | 20K | $50K | 0.0% | 0.401% | 0.00% |
| 9 | EP Wealth Advisors, LLC | 16K | $41K | +2.4% | 0.324% | 0.00% |
| 10 | CITADEL ADVISORS LLC | 14K | $36K | — | 0.289% | 0.00% |
| 11 | JAMES INVESTMENT RESEARCH, INC. | 13K | $32K | 0.0% | 0.259% | 0.00% |
| 12 | NewEdge Advisors, LLC | 13K | $32K | 0.0% | 0.259% | 0.00% |
| 13 | STATE STREET CORP | 11K | $27K | 0.0% | 0.215% | 0.00% |
| 14 | Steward Partners Investment Advisory, LLC | 5K | $13K | +6.3% | 0.101% | 0.00% |
| 15 | Farther Finance Advisors, LLC | 4K | $9K | +762.4% | 0.075% | 0.00% |
| 16 | Tower Research Capital LLC (TRC) | 2K | $6K | +32.1% | 0.047% | 0.00% |
| 17 | WELLS FARGO & COMPANY/MN | 2K | $6K | -69.4% | 0.044% | 0.00% |
| 18 | NATIONAL BANK OF CANADA /FI/ | 2K | $5K | 0.0% | 0.042% | 0.00% |
| 19 | MORGAN STANLEY | 2K | $5K | +0.3% | 0.039% | 0.00% |
| 20 | UBS Group AG | 2K | $5K | +23.0% | 0.037% | 0.00% |
| 21 | JONES FINANCIAL COMPANIES LLLP | 1K | $3K | -7.8% | 0.024% | 0.00% |
| 22 | Allworth Financial LP | 877 | $2K | 0.0% | 0.018% | 0.00% |
| 23 | US BANCORP \DE\ | 400 | $1K | 0.0% | 0.008% | 0.00% |
| 24 | FMR LLC | 400 | $1K | — | 0.008% | 0.00% |
| 25 | ROYAL BANK OF CANADA | 301 | $1K | 0.0% | 0.006% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in WVVI — a direct measure of their conviction.
Filings activity in WVVI during Q2 2026, grouped by how each filer changed its position.
Institutions that opened a new WVVI position in Q2 2026
Institutions that fully closed their WVVI position in Q2 2026
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 35 | +0.0% | 11.01% | 0.36 pp | $1M | 5.5% |
| Q1 2026 | 35 | 7.9% | 11.37% | 24.55 pp | $1M | 74% |
| Q4 2025 | 38 | +0.0% | 35.92% | +21.94 pp | $5M | +121% |
| Q3 2025 | 38 | 5.0% | 13.98% | +0.05 pp | $2M | 34% |
| Q2 2025 | 40 | +5.3% | 13.93% | +1.08 pp | $4M | 3.5% |
| Q1 2025 | 38 | +2.7% | 12.85% | +1.22 pp | $4M | +105% |
| Q4 2024 | 37 | +2.8% | 11.63% | 0.58 pp | $2M | 6.6% |
| Q3 2024 | 36 | — | 12.21% | — | $2M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying WVVI stock.
Based on Q2 2026 13F filings, institutional ownership of Willamette Valley Vineyards, Inc. stands at 11.0%, held across 35 reporting institutions.
VANGUARD CAPITAL MANAGEMENT LLC is the largest reported institutional holder of WVVI, with approximately 198,896 shares worth $0.00B as of Q2 2026.
Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of WVVI, including RENAISSANCE TECHNOLOGIES LLC, CITADEL ADVISORS LLC.
Our composite Smart Money Score for WVVI is 52 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
4 institutions opened new positions in WVVI during Q2 2026, while 3 fully exited. 5 added to existing positions and 23 trimmed.
WVVI institutional ownership fell by 0.36 percentage points quarter-over-quarter, with a net change of +0 holders.
The top 10 institutions account for 88.9% of all reported 13F value in WVVI, and the top 25 account for 99.8%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Willamette Valley Vineyards, Inc. (WVVI) Institutional Ownership