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
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

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
NCM
Next Capital Management New York $330M AUM 11.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Citadel Advisors's WVVI Position: Q1 2026 in Review

Citadel Advisors sold out of Willamette Valley Vineyards (WVVI) in Q1 2026, closing a stake of 20,694 shares — an estimated $63.1K sold.

Citadel Advisors first reported a position in WVVI in Q1 2021 and held it in 3 quarters. The position peaked at $92K in Q1 2021. 35 funds tracked by Wall St. Rank hold WVVI as of Q1 2026.

  • Citadel Advisors reported no remaining Willamette Valley Vineyards position as of Q1 2026 after selling out during the quarter.
  • Citadel Advisors sold 20,694 Willamette Valley Vineyards shares in Q1 2026, an estimated $63.1K.
  • Citadel Advisors first reported a position in Willamette Valley Vineyards in Q1 2021 and held it in 3 quarters.
  • 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 Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.