Wolff Wiese Magana’s Willamette Valley Vineyards WVVI Stock Holding History

Wolff Wiese Magana’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 Q2	$362	Hold	144	–	–	﹤0.01%	986
2026 Q1	$371	Hold	144	–	–	﹤0.01%	941
2025 Q4	$440	Hold	144	–	–	﹤0.01%	893
2025 Q3	$525	Hold	144	–	–	﹤0.01%	896
2025 Q2	$795	Hold	144	–	–	﹤0.01%	868
2025 Q1	$856	Hold	144	–	–	﹤0.01%	869
2024 Q4	$483	Hold	144	–	–	﹤0.01%	885
2024 Q3	$502	Hold	144	–	–	﹤0.01%	919
2024 Q2	$566	Hold	144	–	–	﹤0.01%	696
2024 Q1	$722	Hold	144	–	–	﹤0.01%	607
2023 Q4	$764	Hold	144	–	–	﹤0.01%	585
2023 Q3	$846	Hold	144	–	–	﹤0.01%	633
2023 Q2	$831	Hold	144	–	–	﹤0.01%	631
2023 Q1	$888	Hold	144	–	–	﹤0.01%	588
2022 Q4	$863	Hold	144	–	–	﹤0.01%	587
2022 Q3	$1K	Hold	144	–	–	﹤0.01%	805
2022 Q2	$1K	Hold	144	–	–	﹤0.01%	821
2022 Q1	$1K	Hold	144	–	–	﹤0.01%	789
2021 Q4	$1K	Hold	144	–	–	﹤0.01%	783
2021 Q3	$2K	Hold	144	–	–	﹤0.01%	744
2021 Q2	$2K	Hold	144	–	–	﹤0.01%	757
2021 Q1	$1K	Hold	144	–	–	﹤0.01%	721
2020 Q4	$1K	Buy	+144	New	+$918	﹤0.01%	667

Other funds holding WVVI

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

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

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

Wolff Wiese Magana's WVVI Position: Q2 2026 in Review

Wolff Wiese Magana held its Willamette Valley Vineyards (WVVI) position steady in Q2 2026 at 144 shares worth $362. The position accounts for ﹤0.01% of the portfolio, ranked #986.

Wolff Wiese Magana first reported a position in WVVI in Q4 2020 and has held it in 23 quarters since. The position peaked at $2K in Q3 2021. 35 funds tracked by Wall St. Rank hold WVVI as of Q2 2026.

Wolff Wiese Magana held 144 shares of Willamette Valley Vineyards worth $362 as of Q2 2026.
Wolff Wiese Magana left its Willamette Valley Vineyards share count unchanged in Q2 2026.
Willamette Valley Vineyards made up ﹤0.01% of Wolff Wiese Magana's portfolio in Q2 2026, its #986 holding.
Wolff Wiese Magana first reported a position in Willamette Valley Vineyards in Q4 2020 and has held it in 23 quarters since.
Wolff Wiese Magana's Willamette Valley Vineyards position peaked at $2K in Q3 2021.
35 funds tracked by Wall St. Rank held Willamette Valley Vineyards as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.