WILLAMETTE VALLEY VINEYARDS (WVVI) is held by institutional investors who disclose positions via SEC 13F filings. View the full list of institutional holders on HoldingsIntel.

Are institutions buying or selling WVVI?

HoldingsIntel tracks quarter-over-quarter changes in institutional positions for WILLAMETTE VALLEY VINEYARDS, showing new buyers, position increases, decreases, and exits with conviction-weighted sentiment.

What is the Smart Money Verdict on WVVI?

The Smart Money Verdict combines four independent signals (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for WILLAMETTE VALLEY VINEYARDS.

Is institutional money flowing into WVVI?

21 institutional investors hold WILLAMETTE VALLEY VINEYARDS (WVVI). View detailed buyer/seller breakdown on HoldingsIntel.

What do hedge funds think about WVVI?

Track institutional sentiment and conviction scores for WILLAMETTE VALLEY VINEYARDS (WVVI) including Smart Money Verdict and position changes on HoldingsIntel.

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
RENAISSANCE TECHNOLOGIES LLC	Decreased	66,052(-3.8%)	$169,754	0.0%	-63.40%	0
GEODE CAPITAL MANAGEMENT, LLC	Decreased	36,709(-3.4%)	$94,375	0.0%	-73.61%	0
DIMENSIONAL FUND ADVISORS LP	Decreased	28,403(-9.3%)	$72,995	0.0%	-53.35%	0
GABELLI FUNDS LLC	Unchanged	20,000	$51,400	0.0%	-61.17%	0
EP Wealth Advisors, LLC	Unchanged	15,792	$40,585	0.0%	-7.89%	0
Creative Planning	Increased	15,611(+0.1%)	$40,120	0.0%	-62.68%	14
BlackRock, Inc.	Increased	11,887(+8.9%)	$30,549	0.0%	-44.24%	15
STATE STREET CORP	Unchanged	10,700	$27,499	0.0%	-47.76%	0
WELLS FARGO & COMPANY/MN	Decreased	7,200(-25.8%)	$18,504	0.0%	-37.03%	0
NewEdge Advisors, LLC	Unchanged	12,921	$12,921	0.0%	-54.32%	0
Steward Partners Investment Advisory, LLC	Decreased	4,749(-0.5%)	$12,205	0.0%	-32.97%	0
NATIONAL BANK OF CANADA /FI/	Unchanged	2,100	$5,397	0.0%	-52.93%	0
MORGAN STANLEY	Unchanged	1,925	$4,947	0.0%	-28.10%	0
UBS Group AG	Increased	1,520(+84.0%)	$3,906	0.0%	-32.07%	15
JONES FINANCIAL COMPANIES LLLP	Increased	1,290(+8.4%)	$3,238	0.0%	-34.04%	10
Allworth Financial LP	Decreased	877(-18.6%)	$2,254	0.0%	-42.88%	0
Farther Finance Advisors, LLC	Unchanged	436	$1,149	0.0%	-52.08%	0
$US BANCORP \DE\$ US BANCORP \DE\	Unchanged	400	$1,028	0.0%	-56.91%	0
ROYAL BANK OF CANADA	Decreased	301(-24.9%)	$1,000	0.0%	-10.54%	0
OSAIC HOLDINGS, INC.	New	100	$257	0.0%	+6.87%	17

WILLAMETTE VALLEY VINEYARDS

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WILLAMETTE VALLEY VINEYARDS

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