Nuveen’s Willamette Valley Vineyards WVVI Stock Holding History

Nuveen’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	$4.69K	Buy	+2,636	New	+$6.19K	﹤0.01%	4687

Other funds holding WVVI

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

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

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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Next Level Wealth Planning Meridian, Idaho $245M AUM 20.19% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Nuveen's WVVI Position: Q3 2026 in Review

Nuveen opened a new position in Willamette Valley Vineyards (WVVI) in Q3 2026: 2,636 shares worth $4.69K. The stake represents ﹤0.01% of the portfolio and ranks #4687 among its holdings.

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

Nuveen held 2,636 shares of Willamette Valley Vineyards worth $4.69K as of Q3 2026.
Willamette Valley Vineyards was a new Nuveen position in Q3 2026.
Willamette Valley Vineyards made up ﹤0.01% of Nuveen's portfolio in Q3 2026, its #4687 holding.
17 funds tracked by Wall St. Rank held Willamette Valley Vineyards as of Q3 2026.

Based on Nuveen's 13F filing for Q3 2026, filed 10 Nov 2026.