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Of the 6 tracked institutions holding WVVI, 3 have a 3-year clone track record — 3 of them beat the S&P. Average holder's clone alpha: +5.5pt. It's a gauge of who owns the name, not just how many.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
Among the 6 tracked institutional investors we monitor, WVVI (WILLAMETTE VY VINEYARD INC) is held with a combined value of $936.74K across 324,531 shares. The largest holder is VANGUARD GROUP INC with a position worth $685.68K. 2 funds opened new positions in the most recent quarter. 1 fund reduced its position.
Total Institutional Value
$936.74K
Total Shares Held
324,531
Institutional Holders
6
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | $685.68K | 0.00% | - |
| 2 | RENAISSANCE TECHNOLOGIES LLC | $159.01K | 0.00% | -4.1% |
| 3 | CITADEL ADVISORS LLC | $36.19K | 0.00% | New |
| 4 | PRICE T ROWE ASSOCIATES INC /MD/ | $28.00K | 0.00% | - |
| 5 | STATE STREET CORP | $26.86K | 0.00% | - |
| 6 | FMR LLC | $1.00K | 0.00% | New |
As of the latest SEC 13F filings, VANGUARD GROUP INC is the largest institutional holder of WVVI with a position worth $685.68K, representing 0.00% of their portfolio. In total, 6 institutional investors hold WVVI with a combined value of $936.74K.
In the most recent quarter, 2 funds opened a new position in WVVI. Additionally, 1 reduced their positions.
Institutional investors hold $936.74K worth of WVVI stock across 6 positions. The largest institutional holder is VANGUARD GROUP INC with $685.68K in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For WVVI, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their WVVI positions.
Last Close
$1.87
2026-10-21
YTD
-41.0%
6% of 52-week range
