Citadel Advisors
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Citadel Advisors’s Willamette Valley Vineyards WVVI Stock Holding History

Citadel Advisors’s Portfolio WVVI Stock Details WVVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$36.2K Buy
+14,417
New +$38.9K ﹤0.01% 13254
2026
Q1 		– Sell
-20,694
Closed -$63.1K – 14375
2025
Q4 		$63.1K Buy
+20,694
New +$64.6K ﹤0.01% 11922
2025
Q1 		– Sell
-11,726
Closed -$39.3K – 15706
2024
Q4 		$39.3K Buy
+11,726
New +$39.7K ﹤0.01% 12624
2021
Q2 		– Sell
-10,191
Closed -$92K – 14543
2021
Q1 		$92K Buy
+10,191
New +$78.1K ﹤0.01% 12541

Other funds holding WVVI

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
NCM
Next Capital Management New York $370M AUM 13.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
TA
Teton Advisors Rye, New York $173M AUM 77.13% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

Citadel Advisors's WVVI Position: Q2 2026 in Review

Citadel Advisors opened a new position in Willamette Valley Vineyards (WVVI) in Q2 2026: 14,417 shares worth $36.2K. The stake represents ﹤0.01% of the portfolio and ranks #13254 among its holdings. This is a return to the name: Citadel Advisors previously reported a position in WVVI as recently as Q4 2025.

Citadel Advisors first reported a position in WVVI in Q1 2021 and has held it in 4 quarters since. The position peaked at $92K in Q1 2021. 35 funds tracked by Wall St. Rank hold WVVI as of Q2 2026.

  • Citadel Advisors held 14,417 shares of Willamette Valley Vineyards worth $36.2K as of Q2 2026.
  • Willamette Valley Vineyards was a new Citadel Advisors position in Q2 2026.
  • Willamette Valley Vineyards made up ﹤0.01% of Citadel Advisors's portfolio in Q2 2026, its #13254 holding.
  • Citadel Advisors first reported a position in Willamette Valley Vineyards in Q1 2021 and has held it in 4 quarters since.
  • Citadel Advisors's Willamette Valley Vineyards position peaked at $92K in Q1 2021.
  • 35 funds tracked by Wall St. Rank held Willamette Valley Vineyards as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.