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Willamette Valley Vineyards (WVVI)

CUSIP: 969136100 | NYSE | Consumer Defensive · Beverages - Wineries & Distilleries | Micro Cap | 112 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Geode Capital Management, LLC35,339
0.0% of portfolio›$61.9K
Dimensional Fund Advisors LP26,328
0.0% of portfolio›$46.1K
James Investment Research, Inc.12,921
0.0% of portfolio›$22.6K
Farther Finance Advisors, LLC3,760
0.0% of portfolio›$6.6K
Fortitude Family Office, LLC1,793
0.0% of portfolio›$3.1K
Next Level Wealth Planning, LLC1,300
0.0% of portfolio›$2.3K
Allworth Financial LP877
0.0% of portfolio›$2.2K
US Bancorp \de\400
0.0% of portfolio›$700
Parallel Advisors, LLC300
0.0% of portfolio›$525
SBI Securities Co., Ltd.283
0.0% of portfolio›$495
Harbour Investments, Inc.200
0.0% of portfolio›$350
Wolff Wiese Magana LLC144
0.0% of portfolio›$252
Atlantic Edge Private Wealth Management, LLC100
0.0% of portfolio›$175
Financially Speaking Inc100
0.0% of portfolio›$175
Strive Financial Group,LLC44
0.0% of portfolio›$77
Barclays PLC2
0.0% of portfolio›$4
StyleTurnoverLocationFiled
Geode Capital Management, LLC
35,339$61.9K0.0%IndexVery LowBoston, MA2026-11-06
Dimensional Fund Advisors LP
26,328$46.1K0.0%IndexLowAustin, TX2026-11-04
James Investment Research, Inc.
12,921$22.6K0.0%GARPLowAlpha, OH2026-10-22
Farther Finance Advisors, LLC
3,760$6.6K0.0%IndexLowSan Francisco, CA2026-10-08
Fortitude Family Office, LLC
1,793$3.1K0.0%ETFMediumScottsdale, AZ2026-10-14
Next Level Wealth Planning, LLC
1,300$2.3K0.0%ETFVery LowMeridian, ID2026-10-29
Allworth Financial LP
877$2.2K0.0%ETFLowFolsom, CA2026-11-06
US Bancorp \de\
400$7000.0%CoreLowMinneapolis, MN2026-11-05
Parallel Advisors, LLC
300$5250.0%GrowthLowSan Francisco, CA2026-11-03
SBI Securities Co., Ltd.
283$4950.0%GrowthLowTokyo, Mexico2026-10-22
Harbour Investments, Inc.
200$3500.0%ETFLowMadison, WI2026-11-09
Wolff Wiese Magana LLC
144$2520.0%GrowthLowCarslbad, CA2026-10-15
Atlantic Edge Private Wealth Management, LLC
100$1750.0%CoreLowJacksonville, FL2026-10-20
Financially Speaking Inc
100$1750.0%ETFHighGreenwood Village, CO2026-11-05
Strive Financial Group,LLC
44$770.0%CoreMediumCarmel, IN2026-11-09
Barclays PLC
2$40.0%GrowthMediumLondon, United Kingdom2026-11-06