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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
Q2 		$40.6K Buy
16,168
+376
+2% +$1.01K ﹤0.01% 1699
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

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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

EP Wealth Advisors's WVVI Position: Q2 2026 in Review

EP Wealth Advisors increased its Willamette Valley Vineyards (WVVI) stake by 2.4% in Q2 2026, buying an estimated $1.01K and bringing the position to 16,168 shares worth $40.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1699.

EP Wealth Advisors first reported a position in WVVI in Q4 2025 and has held it in 3 quarters since. The position peaked at $48.2K in Q4 2025. 35 funds tracked by Wall St. Rank hold WVVI as of Q2 2026.

  • EP Wealth Advisors held 16,168 shares of Willamette Valley Vineyards worth $40.6K as of Q2 2026.
  • EP Wealth Advisors bought 376 Willamette Valley Vineyards shares in Q2 2026, an estimated $1.01K.
  • Willamette Valley Vineyards made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1699 holding.
  • EP Wealth Advisors first reported a position in Willamette Valley Vineyards in Q4 2025 and has held it in 3 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 Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.