EWA
WVVI icon

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

EP 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
2026
Q1 		$40.6K Hold
15,792
– – ﹤0.01% 1480
2025
Q4 		$48.2K Buy
+15,792
New +$49.3K ﹤0.01% 1463

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return

EP Wealth Advisors's WVVI Position: Q1 2026 in Review

EP Wealth Advisors held its Willamette Valley Vineyards (WVVI) position steady in Q1 2026 at 15,792 shares worth $40.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1480.

EP Wealth Advisors first reported a position in WVVI in Q4 2025 and has held it in 2 quarters since. The position peaked at $48.2K in Q4 2025. 35 funds tracked by Wall St. Rank hold WVVI as of Q1 2026.

  • EP Wealth Advisors held 15,792 shares of Willamette Valley Vineyards worth $40.6K as of Q1 2026.
  • EP Wealth Advisors left its Willamette Valley Vineyards share count unchanged in Q1 2026.
  • Willamette Valley Vineyards made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1480 holding.
  • EP Wealth Advisors first reported a position in Willamette Valley Vineyards in Q4 2025 and has held it in 2 quarters since.
  • EP Wealth Advisors's Willamette Valley Vineyards position peaked at $48.2K in Q4 2025.
  • 35 funds tracked by Wall St. Rank held Willamette Valley Vineyards as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.