WS
WVVI icon

Wedbush Securities’s Willamette Valley Vineyards WVVI Stock Holding History

Wedbush Securities’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
2024
Q4 		– Sell
-10,099
Closed -$35K – 1204
2024
Q3 		$35K Buy
+10,099
New +$37.7K ﹤0.01% 1086

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
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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
CWA
Clearview Wealth Advisors Salem, Oregon $158M AUM 14.25% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return

Wedbush Securities's WVVI Position: Q4 2024 in Review

Wedbush Securities sold out of Willamette Valley Vineyards (WVVI) in Q4 2024, closing a stake of 10,099 shares — an estimated $35K sold.

Wedbush Securities first reported a position in WVVI in Q3 2024 and held it in 1 quarter. The position peaked at $35K in Q3 2024. 36 funds tracked by Wall St. Rank hold WVVI as of Q4 2024.

  • Wedbush Securities reported no remaining Willamette Valley Vineyards position as of Q4 2024 after selling out during the quarter.
  • Wedbush Securities sold 10,099 Willamette Valley Vineyards shares in Q4 2024, an estimated $35K.
  • Wedbush Securities first reported a position in Willamette Valley Vineyards in Q3 2024 and held it in 1 quarter.
  • Wedbush Securities's Willamette Valley Vineyards position peaked at $35K in Q3 2024.
  • 36 funds tracked by Wall St. Rank held Willamette Valley Vineyards as of Q4 2024.

Based on Wedbush Securities's 13F filing for Q4 2024, filed 13 Feb 2025.