WVVI
Willamette Valley Vineyards Inc
OpenVolumeMkt capP/EEPSDiv yield
Day – 52-wk –
Expected move
InputsNext report
Last report
—
Largest filed tie
0
filed ties
13F top-10 QoQ
Top fund weight
Willamette Valley Vineyards Inc
Expected move
InputsNext report
Last report
—
Largest filed tie
0
filed ties
13F top-10 QoQ
Top fund weight
No thesis.
| Rank | Manager | Value | % 13F | ||
|---|---|---|---|---|---|
| 1 | Vanguard Capital ManagementVanguardindex-like | $499,229 | 36.26% | 0.00% | |
| 2 | Renaissance TechnologiesRenaissance Technologies | $159,014 | 11.55% | −4.09% | |
| 3 | Next Capital ManagementNext | $137,548 | 9.99% | 0.00% | |
| 4 | Geode Capital ManagementGeodeindex-like | $89,887 | 6.53% | −2.48% | |
| 5 | Dimensional Fund AdvisorsDimensional | $70,042 | 5.09% | −1.75% | |
| 6 | Vanguard Fiduciary TrustVanguard Fiduciary Trustindex-like | $64,924 | 4.72% | −0.19% | |
| 7 | Teton AdvisorsTeton | $51,455 | 3.74% | 0.00% | |
| 8 | Gabelli FundsGabelli Funds | $50,200 | 3.65% | 0.00% | |
| 9 | EP Wealth AdvisorsEP Wealth | $40,582 | 2.95% | +2.38% | |
| 10 | Citadel AdvisorsCitadel | $36,187 | 2.63% | new | |
| 11 | James Investment ResearchJames Investment Research | $32,432 | 2.36% | 0.00% | |
| 12 | GWM AdvisorsGWM | $32,432 | 2.36% | 0.00% | |
| 13 | T. Rowe Price AssociatesT. Rowe Price | $27,000 | 1.96% | 0.00% | |
| 14 | State StreetState Streetindex-like | $26,857 | 1.95% | 0.00% | |
| 15 | Steward Partners Investment AdvisorySteward Partners Investment Advisory | $12,673 | 0.92% | +6.32% | |
| 16 | Farther Finance AdvisorsFarther Finance | $9,437 | 0.69% | +762.39% | |
| 17 | Tower Research Capital LLC (TRC)Tower Research Capital LLC (TRC) | $5,873 | 0.43% | +32.13% | |
| 18 | Wells FargoWells Fargo | $5,522 | 0.40% | −69.44% | |
| 19 | National Bank of CanadaNational Bank of Canada | $5,040 | 0.37% | 0.00% | |
| 20 | Morgan StanleyMorgan Stanley | $4,845 | 0.35% | +0.26% | |
| 21 | UBS GroupUBS | $4,691 | 0.34% | +22.96% | |
| 22 | Jones Financial Companies LllpJones Financial Companies Lllp | $3,000 | 0.22% | −7.75% | |
| 23 | Hanson McClainHanson McClain | $2,202 | 0.16% | 0.00% | |
| 24 | U.S. BancorpU.S. Bancorp | $1,004 | 0.07% | 0.00% | |
| 25 | FMRFMR | $1,004 | 0.07% | new |
35 managers report $1.4M of Willamette Valley Vineyards on form 13F for the quarter ended Jun 30 '26. 8 of them hold 80% of it; Vanguard is largest at 36.26%.
Willamette Valley Vineyards Inc
1.81
No implied move.
No implied move.
Expected move
No implied move.