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Willamette Valley Vineyards Inc

Institutional holders · 13F as of Dec 31, 2025

38 holders

HolderValueShares% of shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$3.63M342,3576.88%
VANGUARD GROUP INC$685.7K224,8124.51%
Renaissance Technologies LLC$169.8K66,0521.33%
Next Capital Management LLC$167.1K54,8001.10%
Dimensional Fund Advisors LP$95.5K31,3050.63%
GEODE CAPITAL MANAGEMENT, LLC$94.4K36,7090.74%
Citadel Advisors LLC$63.1K20,6940.42%
Teton Advisors, LLC$62.5K20,5000.41%
GABELLI FUNDS LLC$51.4K20,0000.40%
EP Wealth Advisors, LLC$48.2K15,7920.32%
Clearview Wealth Advisors LLC$47.6K15,6220.31%
Creative Planning$47.6K15,6000.31%
NewEdge Advisors, LLC$39.4K12,9210.26%
JAMES INVESTMENT RESEARCH, INC.$39.4K12,9210.26%
BlackRock, Inc.$33.3K10,9120.22%
WELLS FARGO & COMPANY/MN$29.6K9,7000.19%
STATE STREET CORPORATION$26.9K10,7000.21%
Steward Partners Investment Advisory, LLC$14.6K4,7740.10%
NATIONAL BANK OF CANADA /FI$6.3K2,1000.04%
Morgan Stanley$5.9K1,9250.04%
BANK OF AMERICA CORP /DE$5.2K1,7110.03%
Tower Research Capital LLC (TRC)$4.0K1,3080.03%
JONES FINANCIAL COMPANIES LLLP$3.6K1,1900.02%
Allworth Financial LP$3.3K1,0770.02%
UBS Group AG$2.5K8260.02%
Clarity Asset Management, Inc.$2.1K7000.01%
Farther Finance Advisors, LLC$1.3K4360.01%
US BANCORP \DE$1.2K4000.01%
Royal Bank of Canada$1.0K3010.01%
Parallel Advisors, LLC$9153000.01%
WOLFF WIESE MAGANA LLC$4401440.00%
SBI Securities Co., Ltd.$4091340.00%
Atlantic Edge Private Wealth Management, LLC$3051000.00%
Arax Advisory Partners$3051000.00%
Financially Speaking Inc$3051000.00%
Strive Financial Group ,LLC$134440.00%
T. Rowe Price Associates, Inc.$3410,8500.22%
CWM, LLC$14060.01%
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