Northwestern Mutual Wealth Management’s Willamette Valley Vineyards WVVI Stock Holding History

Northwestern Mutual Wealth Management’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	-315	Closed	-$1.13K	–	4264
2025 Q3	$1.13K	Hold	315	–	–	﹤0.01%	3521
2025 Q2	$1.75K	Hold	315	–	–	﹤0.01%	3287
2025 Q1	$1.87K	Hold	315	–	–	﹤0.01%	3170
2024 Q4	$1.05K	Hold	315	–	–	﹤0.01%	3297
2024 Q3	$1.1K	Hold	315	–	–	﹤0.01%	3230
2024 Q2	$1.24K	Hold	315	–	–	﹤0.01%	3186
2024 Q1	$1.65K	Hold	315	–	–	﹤0.01%	3092
2023 Q4	$1.69K	Hold	315	–	–	﹤0.01%	3088
2023 Q3	$1.84K	Hold	315	–	–	﹤0.01%	2961
2023 Q2	$1.8K	Hold	315	–	–	﹤0.01%	3003
2023 Q1	$1.91K	Hold	315	–	–	﹤0.01%	2938
2022 Q4	$1.88K	Hold	315	–	–	﹤0.01%	2964
2022 Q3	$2K	Hold	315	–	–	﹤0.01%	2910
2022 Q2	$2K	Hold	315	–	–	﹤0.01%	2960
2022 Q1	$3K	Hold	315	–	–	﹤0.01%	2878
2021 Q4	$3K	Hold	315	–	–	﹤0.01%	2907
2021 Q3	$4K	Hold	315	–	–	﹤0.01%	2745
2021 Q2	$4K	Hold	315	–	–	﹤0.01%	2714
2021 Q1	$3K	Hold	315	–	–	﹤0.01%	2557
2020 Q4	$2K	Hold	315	–	–	﹤0.01%	2555
2020 Q3	$2K	Hold	315	–	–	﹤0.01%	2385
2020 Q2	$2K	Hold	315	–	–	﹤0.01%	2243
2020 Q1	$2K	Hold	315	–	–	﹤0.01%	2298
2019 Q4	$2K	Hold	315	–	–	﹤0.01%	2254
2019 Q3	$2K	Hold	315	–	–	﹤0.01%	2300
2019 Q2	$2K	Hold	315	–	–	﹤0.01%	2358
2019 Q1	$2K	Hold	315	–	–	﹤0.01%	2350
2018 Q4	$2K	Hold	315	–	–	﹤0.01%	2230
2018 Q3	$2K	Hold	315	–	–	﹤0.01%	2324
2018 Q2	$3K	Hold	315	–	–	﹤0.01%	2128
2018 Q1	$3K	Buy	+315	New	+$2.53K	﹤0.01%	2002

Other funds holding WVVI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Teton Advisors Rye, New York $173M AUM 77.13% 1-Year Est. Return

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

CWA

Clearview Wealth Advisors Salem, Oregon $158M AUM 14.25% 1-Year Est. Return

Northwestern Mutual Wealth Management's WVVI Position: Q4 2025 in Review

Northwestern Mutual Wealth Management sold out of Willamette Valley Vineyards (WVVI) in Q4 2025, closing a stake of 315 shares — an estimated $1.13K sold.

Northwestern Mutual Wealth Management first reported a position in WVVI in Q1 2018 and held it in 31 quarters. The position peaked at $4K in Q3 2021. 37 funds tracked by Wall St. Rank hold WVVI as of Q4 2025.

Northwestern Mutual Wealth Management reported no remaining Willamette Valley Vineyards position as of Q4 2025 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 315 Willamette Valley Vineyards shares in Q4 2025, an estimated $1.13K.
Northwestern Mutual Wealth Management first reported a position in Willamette Valley Vineyards in Q1 2018 and held it in 31 quarters.
Northwestern Mutual Wealth Management's Willamette Valley Vineyards position peaked at $4K in Q3 2021.
37 funds tracked by Wall St. Rank held Willamette Valley Vineyards as of Q4 2025.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.