WVVIWILLAMETTE VY VINEYARD INC

COM · CUSIP 969136100

Smart Money Ownership

Of the 5 tracked institutions holding WVVI, 2 have a 3-year clone track record — 2 of them beat the S&P. Average holder's clone alpha: +6.4pt. It's a gauge of who owns the name, not just how many.

Jim Simons

$169.8K

+10.2pt

PRICE T ROWE ASSOCIATES INC /MD/

$28.0K

+2.7pt

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 →

WVVI (WILLAMETTE VY VINEYARD INC) Institutional Ownership Summary

Among the 5 tracked institutional investors we monitor, WVVI (WILLAMETTE VY VINEYARD INC) is held with a combined value of $941.48K across 324,301 shares. The largest holder is VANGUARD GROUP INC with a position worth $685.68K. 1 fund increased its holdings. 1 fund reduced its position.

Total Institutional Value

$941.48K

Total Shares Held

324,301

Institutional Holders

This Quarter's Biggest Movers

Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.

Biggest Buyers

BlackRock, Inc.+9% shares~$2.5K

Biggest Sellers

RENAISSANCE TECHNOLOGIES LLC−4% shares~$6.7K

13F Institutional Holders

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VANGUARD GROUP INC

0.00% of book-

$685.68K

RENAISSANCE TECHNOLOGIES LLC

PRICE T ROWE ASSOCIATES INC /MD/

#	Fund	Value↓	Shares	Portfolio %	Change
1	VANGUARD GROUP INC	$685.68K	224,812	0.00%	-
2	RENAISSANCE TECHNOLOGIES LLC	$169.75K	66,052	0.00%	-3.8%
3	BlackRock, Inc.	$30.55K	11,887	0.00%	+8.9%
4	PRICE T ROWE ASSOCIATES INC /MD/	$28.00K	10,850	0.00%	-
5	STATE STREET CORP	$27.50K	10,700	0.00%	-

Frequently Asked Questions

Which institutional investors own the most WVVI stock?

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, 5 institutional investors hold WVVI with a combined value of $941.48K.

What percentage of WVVI is owned by institutional investors?

Institutional investors hold $941.48K worth of WVVI stock across 5 positions. The largest institutional holder is VANGUARD GROUP INC with $685.68K in holdings.

What is a 13F filing and why does it matter for WVVI?

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.

Track WVVI institutional moves

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