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WVVI WILLAMETTE VALLEY VINEYARDS

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COMMON STOCK (common), issuer CIK 838875

34 managers (35 13F filers) reported a position in WVVI shares at 2026-06-30, 548,622 shares in all. 4 filers opened a position and 3 filers sold out during the quarter.

Managers
34
13F filers
35
New
4
Added
7
Reduced
6
Sold out
3
Shares held by filers
548,622

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
VANGUARD GROUP INCgroup of 2 filers holding224,762$564K-50Timeline
RENAISSANCE TECHNOLOGIES LLC63,352$159K<0.01%-2,70013F-HRTimeline
Next Capital Management LLC54,800$138K0.04%013F-HRTimeline
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC35,798$89.9K<0.01%-91113F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP27,905$70K<0.01%-49813F-HRTimelineGroup
Teton Advisors, LLC20,500$51.5K0.03%013F-HRTimeline
GABELLI FUNDS LLCin group GAMCO Investors (Gabelli)20,000$50.2K<0.01%013F-HRTimelineGroup
EP Wealth Advisors, LLC16,168$40.6K<0.01%+37613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC14,417$36.2K<0.01%new13F-HRTimelineGroup
JAMES INVESTMENT RESEARCH, INC.12,921$32.4K<0.01%013F-HRTimeline
NewEdge Advisors, LLC12,921$32.4K<0.01%013F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/10,850$28K<0.01%013F-HRTimeline
STATE STREET CORPin group STATE STREET CORP10,700$26.9K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…5,049$12.7K<0.01%+30013F-HRTimeline
Farther Finance Advisors, LLC3,760$9.44K<0.01%+3,32413F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,340$5.87K<0.01%+56913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,200$5.52K<0.01%-5,00013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,100$5.04K<0.01%013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,930$4.84K<0.01%+513F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,869$4.69K<0.01%+34913F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,190$2.61K<0.01%-10013F-HRTimelineGroup
Allworth Financial LP877$2.2K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\400$1K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC400$1K<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA301$1K<0.01%013F-HRTimelineGroup
Parallel Advisors, LLC300$753<0.01%013F-HRTimeline
SBI Securities Co., Ltd.214$537<0.01%+5213F-HRTimeline
WOLFF WIESE MAGANA LLC144$362<0.01%013F-HRTimeline
Financially Speaking Inc100$257<0.01%013F-HRTimeline
Arax Advisory Partners100$251<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.100$251<0.01%013F-HRTimelineGroup
Atlantic Edge Private Wealth Management…100$251<0.01%013F-HRTimeline
Strive Financial Group ,LLC44$110<0.01%new13F-HR/ATimeline
BARCLAYS PLCin group BARCLAYS PLC10$25<0.01%new13F-HRTimelineGroup