Creative Planning
WVVI icon

Creative Planning’s Willamette Valley Vineyards WVVI Stock Holding History

Creative Planning’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 		– Sell
-15,611
Closed -$40.1K – 4413
2026
Q1 		$40.1K Buy
15,611
+11
+0.1% +$30 ﹤0.01% 4004
2025
Q4 		$47.6K Hold
15,600
– – ﹤0.01% 3806
2025
Q3 		$56.8K Hold
15,600
– – ﹤0.01% 3749
2025
Q2 		$86.1K Hold
15,600
– – ﹤0.01% 3451
2025
Q1 		$92.7K Hold
15,600
– – ﹤0.01% 3265
2024
Q4 		$52.3K Hold
15,600
– – ﹤0.01% 3244
2024
Q3 		$54.3K Hold
15,600
– – ﹤0.01% 3091
2024
Q2 		$61.3K Hold
15,600
– – ﹤0.01% 2907
2024
Q1 		$78.2K Hold
15,600
– – ﹤0.01% 2738
2023
Q4 		$82.7K Sell
15,600
-15,500
-50% -$83.1K ﹤0.01% 2593
2023
Q3 		$183K Buy
31,100
+15,500
+99% +$91.5K ﹤0.01% 2263
2023
Q2 		$90K Hold
15,600
– – ﹤0.01% 2361
2023
Q1 		$96.1K Hold
15,600
– – ﹤0.01% 2268
2022
Q4 		$93.4K Sell
15,600
-200
-1% -$1.22K ﹤0.01% 2156
2022
Q3 		$97K Hold
15,800
– – ﹤0.01% 2033
2022
Q2 		$99K Buy
15,800
+300
+2% +$2.29K ﹤0.01% 1975
2022
Q1 		$140K Buy
+15,500
New +$145K ﹤0.01% 1947
2017
Q3 		– Sell
-100
Closed -$1K – 3736
2017
Q2 		$1K Sell
100
-500
-83% -$4K ﹤0.01% 4514
2017
Q1 		$5K Buy
600
+500
+500% +$3.96K ﹤0.01% 3981
2016
Q4 		$1K Hold
100
– – ﹤0.01% 4505
2016
Q3 		$1K Hold
100
– – ﹤0.01% 4455
2016
Q2 		$1K Hold
100
– – ﹤0.01% 4227
2016
Q1 		$1K Hold
100
– – ﹤0.01% 4187
2015
Q4 		$1K Hold
100
– – ﹤0.01% 4261
2015
Q3 		$1K Buy
+100
New +$697 ﹤0.01% 4162

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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Creative Planning's WVVI Position: Q2 2026 in Review

Creative Planning sold out of Willamette Valley Vineyards (WVVI) in Q2 2026, closing a stake of 15,611 shares — an estimated $40.1K sold.

Creative Planning first reported a position in WVVI in Q3 2015 and held it in 25 quarters. The position peaked at $183K in Q3 2023. 35 funds tracked by Wall St. Rank hold WVVI as of Q2 2026.

  • Creative Planning reported no remaining Willamette Valley Vineyards position as of Q2 2026 after selling out during the quarter.
  • Creative Planning sold 15,611 Willamette Valley Vineyards shares in Q2 2026, an estimated $40.1K.
  • Creative Planning first reported a position in Willamette Valley Vineyards in Q3 2015 and held it in 25 quarters.
  • Creative Planning's Willamette Valley Vineyards position peaked at $183K in Q3 2023.
  • 35 funds tracked by Wall St. Rank held Willamette Valley Vineyards as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.