WVVI

Willamette Valley Vineyards, Inc.
$2.60-0.01 (-0.38%)Consumer DefensiveNASDAQ

Institutional Holders

45

as of Q4 2025

Total Shares Held

3.42357198896548e+168B

Total Value

$3.628606167796248e+46T

% of Float

—

Price History

$2.51$3.45$4.38$5.32$6.25Sep 24Jun 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO342,357$3.6M0.00%Share
2VANGUARD GROUP INC198,896$606K0.00%Share
3Next Capital Management LLC54,800$167K0.05%Share
4VANGUARD GROUP INC25,916$79K0.00%Share
5Teton Advisors, LLC20,500$62K0.04%Share
6Clearview Wealth Advisors LLC15,622$47K0.03%Share
7JAMES INVESTMENT RESEARCH, INC.12,921$39K0.00%Share
8Allworth Financial LP1,077$3K0.00%Share
9Clarity Asset Management, Inc.700$2K0.00%Share
10UBS Group AG820$2K0.00%Share
11US BANCORP \DE\400$1K0.00%Share
12Farther Finance Advisors, LLC436$1K0.00%Share
13CWM, LLC406$1K0.00%Share
14JONES FINANCIAL COMPANIES LLLP1,190$00.00%Share
15MORGAN STANLEY1,925$00.00%Share
16BlackRock, Inc.623$00.00%Share
17BlackRock, Inc.10,289$00.00%Share
18Strive Financial Group ,LLC44$00.00%Share
19SBI Securities Co., Ltd.134$00.00%Share
20CITADEL ADVISORS LLC20,694$00.00%Share
21BANK OF AMERICA CORP /DE/1,706$00.00%Share
22BANK OF AMERICA CORP /DE/5$00.00%Share
23PRICE T ROWE ASSOCIATES INC /MD/10,850$00.00%Share
24EP Wealth Advisors, LLC15,792$00.00%Share
25NewEdge Advisors, LLC12,921$00.00%Share
26WELLS FARGO & COMPANY/MN100$00.00%Share
27WELLS FARGO & COMPANY/MN9,600$00.00%Share
28STATE STREET CORP10,700$00.00%Share
29RENAISSANCE TECHNOLOGIES LLC68,652$00.00%Share
30Steward Partners Investment Advisory, LLC4,774$00.00%Share
31DIMENSIONAL FUND ADVISORS LP29,550$00.00%Share
32DIMENSIONAL FUND ADVISORS LP1,755$00.00%Share
33GEODE CAPITAL MANAGEMENT, LLC32,210$00.00%Share
34GEODE CAPITAL MANAGEMENT, LLC5,791$00.00%Share
35ROYAL BANK OF CANADA401$00.00%Share
36Tower Research Capital LLC (TRC)1,308$00.00%Share
37Creative Planning15,600$00.00%Share
38NATIONAL BANK OF CANADA /FI/2,100$00.00%Share
39Arax Advisory Partners100$00.00%Share
40Parallel Advisors, LLC300$00.00%Share
41GABELLI FUNDS LLC20,000$00.00%Share
42WOLFF WIESE MAGANA LLC144$00.00%Share
43Atlantic Edge Private Wealth Management, LLC100$00.00%Share
44Financially Speaking Inc100$00.00%Share
45UBS Group AG6$00.00%Share