| 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.
| 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.
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