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Financially Speaking’s Willamette Valley Vineyards WVVI Stock Holding History

Financially Speaking’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 		$257 Hold
100
– – ﹤0.01% 100
2025
Q4 		$305 Hold
100
– – ﹤0.01% 160
2025
Q3 		$364 Hold
100
– – ﹤0.01% 162
2025
Q2 		$552 Buy
+100
New +$584 ﹤0.01% 154
2025
Q1 		– Sell
-100
Closed -$335 – 160
2024
Q4 		$335 Buy
+100
New +$339 ﹤0.01% 173

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financially Speaking's WVVI Position: Q1 2026 in Review

Financially Speaking held its Willamette Valley Vineyards (WVVI) position steady in Q1 2026 at 100 shares worth $257. The position accounts for ﹤0.01% of the portfolio, ranked #100.

Financially Speaking first reported a position in WVVI in Q4 2024 and has held it in 5 quarters since. The position peaked at $552 in Q2 2025. 35 funds tracked by Wall St. Rank hold WVVI as of Q1 2026.

  • Financially Speaking held 100 shares of Willamette Valley Vineyards worth $257 as of Q1 2026.
  • Financially Speaking left its Willamette Valley Vineyards share count unchanged in Q1 2026.
  • Willamette Valley Vineyards made up ﹤0.01% of Financially Speaking's portfolio in Q1 2026, its #100 holding.
  • Financially Speaking first reported a position in Willamette Valley Vineyards in Q4 2024 and has held it in 5 quarters since.
  • Financially Speaking's Willamette Valley Vineyards position peaked at $552 in Q2 2025.
  • 35 funds tracked by Wall St. Rank held Willamette Valley Vineyards as of Q1 2026.

Based on Financially Speaking's 13F filing for Q1 2026, filed 7 Apr 2026.