HRT Financial’s Willamette Valley Vineyards WVVI Stock Holding History

HRT Financial’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 Q3	$19K	Buy	+10,979	New	+$25.8K	﹤0.01%	4508

Other funds holding WVVI

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Teton Advisors Rye, New York $152M AUM 55.23% 1-Year Est. Return

EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return

James Investment Research Alpha, Ohio $936M AUM 24.49% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return

HRT Financial's WVVI Position: Q3 2026 in Review

HRT Financial opened a new position in Willamette Valley Vineyards (WVVI) in Q3 2026: 10,979 shares worth $19K. The stake represents ﹤0.01% of the portfolio and ranks #4508 among its holdings.

31 funds tracked by Wall St. Rank hold WVVI as of Q3 2026.

HRT Financial held 10,979 shares of Willamette Valley Vineyards worth $19K as of Q3 2026.
Willamette Valley Vineyards was a new HRT Financial position in Q3 2026.
Willamette Valley Vineyards made up ﹤0.01% of HRT Financial's portfolio in Q3 2026, its #4508 holding.
31 funds tracked by Wall St. Rank held Willamette Valley Vineyards as of Q3 2026.

Based on HRT Financial's 13F filing for Q3 2026, filed 13 Nov 2026.