Willamette Valley Vineyards
WVVI
35 hedge funds and large institutions have $1.38M invested in Willamette Valley Vineyards in 2026 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 3 closing their positions.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
17% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 6
0% more funds holding
Funds holding: 35 → 35 (0)
0.36% less ownership
Funds ownership: 11.38% → 11.02% (-0.36%)
5% less capital invested
Capital invested by funds: $1.46M → $1.38M (-$79.1K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$38.9K |
| 2 |
FFA
Farther Finance Advisors
San Francisco,
California
|
+$8.97K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
+$1.54K |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$1.08K |
| 5 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$1.01K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
-$40.1K |
| 2 |
BlackRock
New York
|
-$30.5K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$13.5K |
| 4 |
Renaissance Technologies
New York
|
-$7.29K |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
-$2.46K |
WVVI Hedge Fund Activity: Q2 2026 in Review
35 of the 8,318 institutional investors tracked by Wall St. Rank reported a position in Willamette Valley Vineyards (WVVI) for Q2 2026, worth a combined $1.38M — down 5.4% from $1.46M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new WVVI positions and 3 closed out — a net gain of 1 holder — while 7 added to existing stakes and 6 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $38.9K. The largest seller was Creative Planning, exiting entirely with an estimated $40.1K sold.
- 35 institutional investors held Willamette Valley Vineyards (WVVI) as of Q2 2026, unchanged from Q1 2026.
- Funds reported $1.38M of Willamette Valley Vineyards stock for Q2 2026, down 5.4% quarter-over-quarter.
- 4 funds opened new Willamette Valley Vineyards positions in Q2 2026 and 3 closed out, a net change of +1 holder.
- The largest Willamette Valley Vineyards buyer in Q2 2026 was Citadel Advisors, an estimated $38.9K added.
- The largest Willamette Valley Vineyards seller in Q2 2026 was Creative Planning, an estimated $40.1K sold.
Based on aggregated 13F filings for Q2 2026.