FL
WVVI icon

FreeGulliver LLC’s Willamette Valley Vineyards WVVI Stock Holding History

FreeGulliver LLC’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
2025
Q4 		– Sell
-102,573
Closed -$373K – 124
2025
Q3 		$373K Buy
102,573
+604
+0.6% +$2.81K 0.17% 61
2025
Q2 		$563K Buy
101,969
+37,254
+58% +$217K 0.26% 44
2025
Q1 		$384K Buy
+64,715
New +$362K 0.19% 54

Other funds holding WVVI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
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
CWA
Clearview Wealth Advisors Salem, Oregon $158M AUM 14.25% 1-Year Est. Return

FreeGulliver LLC's WVVI Position: Q4 2025 in Review

FreeGulliver LLC sold out of Willamette Valley Vineyards (WVVI) in Q4 2025, closing a stake of 102,573 shares — an estimated $373K sold.

FreeGulliver LLC first reported a position in WVVI in Q1 2025 and held it in 3 quarters. The position peaked at $563K in Q2 2025. 37 funds tracked by Wall St. Rank hold WVVI as of Q4 2025.

  • FreeGulliver LLC reported no remaining Willamette Valley Vineyards position as of Q4 2025 after selling out during the quarter.
  • FreeGulliver LLC sold 102,573 Willamette Valley Vineyards shares in Q4 2025, an estimated $373K.
  • FreeGulliver LLC first reported a position in Willamette Valley Vineyards in Q1 2025 and held it in 3 quarters.
  • FreeGulliver LLC's Willamette Valley Vineyards position peaked at $563K in Q2 2025.
  • 37 funds tracked by Wall St. Rank held Willamette Valley Vineyards as of Q4 2025.

Based on FreeGulliver LLC's 13F filing for Q4 2025, filed 12 Feb 2026.