Creative Planning
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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
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

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
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return

Creative Planning's WVVI Position: Q1 2026 in Review

Creative Planning increased its Willamette Valley Vineyards (WVVI) stake by 0.07% in Q1 2026, buying an estimated $30 and bringing the position to 15,611 shares worth $40.1K. The position accounts for ﹤0.01% of the portfolio, ranked #4004.

Creative Planning first reported a position in WVVI in Q3 2015 and has held it in 25 quarters since. The position peaked at $183K in Q3 2023. 35 funds tracked by Wall St. Rank hold WVVI as of Q1 2026.

  • Creative Planning held 15,611 shares of Willamette Valley Vineyards worth $40.1K as of Q1 2026.
  • Creative Planning bought 11 Willamette Valley Vineyards shares in Q1 2026, an estimated $30.
  • Willamette Valley Vineyards made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #4004 holding.
  • Creative Planning first reported a position in Willamette Valley Vineyards in Q3 2015 and has held it in 25 quarters since.
  • 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 Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.