CWA
WVVI icon

Clearview Wealth Advisors’s Willamette Valley Vineyards WVVI Stock Holding History

Clearview Wealth 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
2025
Q4 		$47.6K Buy
15,622
+98
+0.6% +$306 0.03% 103
2025
Q3 		$56.5K Sell
15,524
-50
-0.3% -$233 0.04% 102
2025
Q2 		$86K Hold
15,574
– – 0.06% 101
2025
Q1 		$92.5K Hold
15,574
– – 0.07% 99
2024
Q4 		$52.2K Hold
15,574
– – 0.04% 95
2024
Q3 		$54.2K Hold
15,574
– – 0.04% 95
2024
Q2 		$61.2K Hold
15,574
– – 0.05% 95
2024
Q1 		$78K Hold
15,574
– – 0.08% 104
2023
Q4 		$82.5K Hold
15,574
– – 0.1% 111
2023
Q3 		$91.4K Hold
15,574
– – 0.11% 115
2023
Q2 		$88.8K Hold
15,574
– – 0.09% 153
2023
Q1 		$94.2K Hold
15,574
– – 0.1% 150
2022
Q4 		$92.9K Hold
15,574
– – 0.07% 126
2022
Q3 		$96K Hold
15,574
– – 0.08% 119
2022
Q2 		$98K Hold
15,574
– – 0.07% 127
2022
Q1 		$141K Hold
15,574
– – 0.09% 101
2021
Q4 		$135K Sell
15,574
-100
-0.6% -$1.34K 0.08% 132
2021
Q3 		$199K Hold
15,674
– – 0.13% 116
2021
Q2 		$214K Sell
15,674
-6,000
-28% -$75.7K 0.13% 110
2021
Q1 		$196K Sell
21,674
-14,000
-39% -$107K 0.13% 113
2020
Q4 		$227K Buy
+35,674
New +$228K 0.15% 101

Other funds holding WVVI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
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

Clearview Wealth Advisors's WVVI Position: Q4 2025 in Review

Clearview Wealth Advisors increased its Willamette Valley Vineyards (WVVI) stake by 0.63% in Q4 2025, buying an estimated $306 and bringing the position to 15,622 shares worth $47.6K. The position accounts for 0.03% of the portfolio, ranked #103.

Clearview Wealth Advisors first reported a position in WVVI in Q4 2020 and has held it in 21 quarters since. The position peaked at $227K in Q4 2020. 37 funds tracked by Wall St. Rank hold WVVI as of Q4 2025.

  • Clearview Wealth Advisors held 15,622 shares of Willamette Valley Vineyards worth $47.6K as of Q4 2025.
  • Clearview Wealth Advisors bought 98 Willamette Valley Vineyards shares in Q4 2025, an estimated $306.
  • Willamette Valley Vineyards made up 0.03% of Clearview Wealth Advisors's portfolio in Q4 2025, its #103 holding.
  • Clearview Wealth Advisors first reported a position in Willamette Valley Vineyards in Q4 2020 and has held it in 21 quarters since.
  • Clearview Wealth Advisors's Willamette Valley Vineyards position peaked at $227K in Q4 2020.
  • 37 funds tracked by Wall St. Rank held Willamette Valley Vineyards as of Q4 2025.

Based on Clearview Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.