We are live on ! Find out more
WVVI icon

Willamette Valley Vineyards
WVVI

35 hedge funds and large institutions have $1.46M invested in Willamette Valley Vineyards in 2026 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

0.95% less ownership

Funds ownership: 12.33% → 11.38% (-0.95%)

5% less funds holding

Funds holding: 37 → 35 (-2)

14% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 7

22% less capital invested

Capital invested by funds: $1.87M → $1.46M (-$410K)

Holders
35
Holders Change
-2
Holders Change %
-5.41%
% of All Funds
0.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
6
Reduced
7
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$2.65K
2
UBS Group
UBS Group
Switzerland
+$1.89K
3
TRCT
Tower Research Capital (TRC)
New York
+$1.26K
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$272
5
Osaic Holdings
Osaic Holdings
Arizona
+$272

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$63.1K
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$7.9K
3
Renaissance Technologies
Renaissance Technologies
New York
-$7.08K
4
Wells Fargo
Wells Fargo
California
-$6.81K
5
Bank of America
Bank of America
North Carolina
-$5.22K
Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
1
Vanguard Capital Management
Pennsylvania
$511K +$542K +198,896 New
Renaissance Technologies
2
Renaissance Technologies
New York
$170K -$7.08K -2,600 -4%
NCM
3
Next Capital Management
New York
$141K – – –
Geode Capital Management
4
Geode Capital Management
Massachusetts
$94.4K -$3.52K -1,292 -3%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$73K -$7.9K -2,902 -9%
VFT
6
Vanguard Fiduciary Trust
Pennsylvania
$66.6K +$70.6K +25,916 New
TA
7
Teton Advisors
New York
$52.7K – – –
GF
8
Gabelli Funds
New York
$51.4K – – –
EWA
9
EP Wealth Advisors
California
$40.6K – – –
Creative Planning
10
Creative Planning
Kansas
$40.1K +$30 +11 +0.1%
JIR
11
James Investment Research
Ohio
$33.2K – – –
NA
12
NewEdge Advisors
Louisiana
$33.2K – – –
BlackRock
13
BlackRock
New York
$30.5K +$2.65K +975 +9%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$28K – – –
State Street
15
State Street
Massachusetts
$27.5K – – –
Wells Fargo
16
Wells Fargo
California
$18.5K -$6.81K -2,500 -26%
SPIA
17
Steward Partners Investment Advisory
New York
$12.2K -$68 -25 -0.5%
National Bank of Canada
18
National Bank of Canada
Quebec, Canada
$5.4K – – –
Morgan Stanley
19
Morgan Stanley
New York
$4.95K – – –
TRCT
20
Tower Research Capital (TRC)
New York
$4.55K +$1.26K +463 +35%
UBS Group
21
UBS Group
Switzerland
$3.91K +$1.89K +694 +84%
Jones Financial Companies
22
Jones Financial Companies
Missouri
$3.24K +$272 +100 +8%
AF
23
Allworth Financial
California
$2.25K -$545 -200 -19%
CAM
24
Clarity Asset Management
Iowa
$1.8K – – –
FFA
25
Farther Finance Advisors
California
$1.15K – – –
1
2

WVVI Hedge Fund Activity: Q1 2026 in Review

35 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in Willamette Valley Vineyards (WVVI) for Q1 2026, worth a combined $1.46M — down 22% from $1.87M a quarter earlier.

Fund positioning in WVVI was balanced in Q1 2026: 3 funds opened new positions, 3 closed out, 6 added to existing stakes and 7 trimmed.

The largest buyer was BlackRock, adding an estimated $2.65K. The largest seller was Citadel Advisors, exiting entirely with an estimated $63.1K sold.

  • 35 institutional investors held Willamette Valley Vineyards (WVVI) as of Q1 2026, down from 37 in Q4 2025.
  • Funds reported $1.46M of Willamette Valley Vineyards stock for Q1 2026, down 22% quarter-over-quarter.
  • 3 funds opened new Willamette Valley Vineyards positions in Q1 2026 and 3 closed out, a net change of 0 holders.
  • The largest Willamette Valley Vineyards buyer in Q1 2026 was BlackRock, an estimated $2.65K added.
  • The largest Willamette Valley Vineyards seller in Q1 2026 was Citadel Advisors, an estimated $63.1K sold.

Based on aggregated 13F filings for Q1 2026.