Wells Fargo
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Wells Fargo’s Willamette Valley Vineyards WVVI Stock Holding History

Wells Fargo’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
Q1 		$18.5K Sell
7,200
-2,500
-26% -$6.81K ﹤0.01% 5803
2025
Q4 		$29.6K Buy
9,700
+2,200
+29% +$6.87K ﹤0.01% 5687
2025
Q3 		$26.8K Buy
7,500
+800
+12% +$3.73K ﹤0.01% 5725
2025
Q2 		$37.2K Hold
6,700
– – ﹤0.01% 5606
2025
Q1 		$39.8K Buy
6,700
+2,000
+43% +$11.2K ﹤0.01% 5472
2024
Q4 		$15.7K Sell
4,700
-300
-6% -$1.02K ﹤0.01% 5819
2024
Q3 		$17.4K Buy
5,000
+2,500
+100% +$9.34K ﹤0.01% 5679
2024
Q2 		$9.82K Buy
2,500
+270
+12% +$1.16K ﹤0.01% 5749
2024
Q1 		$11.7K Sell
2,230
-281
-11% -$1.46K ﹤0.01% 5714
2023
Q4 		$13.5K Buy
2,511
+1
+0% +$5 ﹤0.01% 5747
2023
Q3 		$14.6K Hold
2,510
– – ﹤0.01% 5706
2023
Q2 		$14.3K Sell
2,510
-10,317
-80% -$61.3K ﹤0.01% 5823
2023
Q1 		$77.6K Sell
12,827
-299
-2% -$1.85K ﹤0.01% 4945
2022
Q4 		$78.3K Sell
13,126
-2,000
-13% -$12.2K ﹤0.01% 4662
2022
Q3 		$94K Buy
15,126
+3,100
+26% +$19.6K ﹤0.01% 4644
2022
Q2 		$76K Buy
12,026
+7,302
+155% +$55.8K ﹤0.01% 4814
2022
Q1 		$43K Buy
4,724
+346
+8% +$3.24K ﹤0.01% 5729
2021
Q4 		$38K Buy
4,378
+1,000
+30% +$13.4K ﹤0.01% 6094
2021
Q3 		$42K Sell
3,378
-1
-0% -$13 ﹤0.01% 5699
2021
Q2 		$46K Buy
3,379
+1,555
+85% +$19.6K ﹤0.01% 5591
2021
Q1 		$16K Buy
1,824
+1
+0.1% +$8 ﹤0.01% 6215
2020
Q4 		$12K Hold
1,823
– – ﹤0.01% 5991
2020
Q3 		$11K Buy
1,823
+198
+12% +$1.25K ﹤0.01% 5878
2020
Q2 		$10K Hold
1,625
– – ﹤0.01% 5857
2020
Q1 		$7K Buy
1,625
+125
+8% +$785 ﹤0.01% 5822
2019
Q4 		$11K Buy
1,500
+200
+15% +$1.4K ﹤0.01% 5875
2019
Q3 		$9K Hold
1,300
– – ﹤0.01% 5961
2019
Q2 		$9K Hold
1,300
– – ﹤0.01% 5940
2019
Q1 		$10K Hold
1,300
– – ﹤0.01% 5642
2018
Q4 		$9K Hold
1,300
– – ﹤0.01% 5962
2018
Q3 		$10K Hold
1,300
– – ﹤0.01% 5996
2018
Q2 		$11K Sell
1,300
-300
-19% -$2.46K ﹤0.01% 5948
2018
Q1 		$13K Hold
1,600
– – ﹤0.01% 5899
2017
Q4 		$13K Hold
1,600
– – ﹤0.01% 5871
2017
Q3 		$12K Hold
1,600
– – ﹤0.01% 5839
2017
Q2 		$13K Sell
1,600
-100
-6% -$800 ﹤0.01% 5724
2017
Q1 		$13K Sell
1,700
-200
-11% -$1.58K ﹤0.01% 5816
2016
Q4 		$15K Sell
1,900
-200
-10% -$1.62K ﹤0.01% 5699
2016
Q3 		$17K Buy
2,100
+500
+31% +$4.07K ﹤0.01% 5642
2016
Q2 		$13K Hold
1,600
– – ﹤0.01% 5606
2016
Q1 		$11K Hold
1,600
– – ﹤0.01% 5675
2015
Q4 		$11K Buy
1,600
+600
+60% +$4.34K ﹤0.01% 5720
2015
Q3 		$7K Sell
1,000
-700
-41% -$4.88K ﹤0.01% 5791
2015
Q2 		$12K Hold
1,700
– – ﹤0.01% 5759
2015
Q1 		$10K Buy
1,700
+100
+6% +$588 ﹤0.01% 5639
2014
Q4 		$9K Buy
1,600
+700
+78% +$3.94K ﹤0.01% 5685
2014
Q3 		$5K Hold
900
– – ﹤0.01% 5824
2014
Q2 		$5K Sell
900
-350
-28% -$2.03K ﹤0.01% 5807
2014
Q1 		$8K Hold
1,250
– – ﹤0.01% 5448
2013
Q4 		$8K Sell
1,250
-250
-17% -$1.51K ﹤0.01% 5248
2013
Q3 		$9K Hold
1,500
– – ﹤0.01% 5153
2013
Q2 		$7K Buy
+1,500
New +$6.62K ﹤0.01% 5162

Other funds holding WVVI

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wells Fargo's WVVI Position: Q1 2026 in Review

Wells Fargo reduced its Willamette Valley Vineyards (WVVI) stake by 26% in Q1 2026, selling an estimated $6.81K and leaving 7,200 shares worth $18.5K. The position accounts for ﹤0.01% of the portfolio, ranked #5803.

Wells Fargo first reported a position in WVVI in Q2 2013 and has held it in 52 quarters since. The position peaked at $94K in Q3 2022. 35 funds tracked by Wall St. Rank hold WVVI as of Q1 2026.

  • Wells Fargo held 7,200 shares of Willamette Valley Vineyards worth $18.5K as of Q1 2026.
  • Wells Fargo sold 2,500 Willamette Valley Vineyards shares in Q1 2026, an estimated $6.81K.
  • Willamette Valley Vineyards made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #5803 holding.
  • Wells Fargo first reported a position in Willamette Valley Vineyards in Q2 2013 and has held it in 52 quarters since.
  • Wells Fargo's Willamette Valley Vineyards position peaked at $94K in Q3 2022.
  • 35 funds tracked by Wall St. Rank held Willamette Valley Vineyards as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.