Farther Finance Advisors’s Willamette Valley Vineyards WVVI Stock Holding History

Farther Finance 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	$9.44K	Buy	3,760 +3,324	+762%	+$8.97K	﹤0.01%	4455
2026 Q1	$1.15K	Hold	436	–	–	﹤0.01%	5068
2025 Q4	$1.33K	Hold	436	–	–	﹤0.01%	4835
2025 Q3	$1.55K	Hold	436	–	–	﹤0.01%	4229
2025 Q2	$2.42K	Buy	436 +135	+45%	+$788	﹤0.01%	3639
2025 Q1	$1.82K	Buy	+301	New	+$1.68K	﹤0.01%	3429

Other funds holding WVVI

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

WWM

Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return

Farther Finance Advisors's WVVI Position: Q2 2026 in Review

Farther Finance Advisors increased its Willamette Valley Vineyards (WVVI) stake by 762% in Q2 2026, buying an estimated $8.97K and bringing the position to 3,760 shares worth $9.44K. The position accounts for ﹤0.01% of the portfolio, ranked #4455.

Farther Finance Advisors first reported a position in WVVI in Q1 2025 and has held it in 6 quarters since. 3 funds tracked by Wall St. Rank hold WVVI as of Q2 2026.

Farther Finance Advisors held 3,760 shares of Willamette Valley Vineyards worth $9.44K as of Q2 2026.
Farther Finance Advisors bought 3,324 Willamette Valley Vineyards shares in Q2 2026, an estimated $8.97K.
Willamette Valley Vineyards made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #4455 holding.
Farther Finance Advisors first reported a position in Willamette Valley Vineyards in Q1 2025 and has held it in 6 quarters since.
3 funds tracked by Wall St. Rank held Willamette Valley Vineyards as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.