Willamette Valley Vineyards Inc: which funds bought and sold

Institutions that bought and sold Willamette Valley Vineyards shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 11 institutions that filed 13F reports for both quarters added to or opened positions in Willamette Valley Vineyards, and 9 cut or closed them. Together they sold a net 18K shares, −3.1% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 12K shares (+12.5%); index fund managers were net sellers of 13K shares (−4.5%). 4 opened a new position and 3 sold out entirely.

Bought, Q2 2026 11 institutions, 4 of them new holders Sold, Q2 2026 9 institutions, 3 of them sold out

Net change, all compared −18K shares (−3.1%)

Net change, active managers +12K shares (+12.5%), 2 bought, 1 sold

Buyers versus sellers

institutions compared, 38

11 bought 18 9 sold

Active managers and hedge funds 2 bought · 1 sold · +12K

Index fund managers 0 bought · 3 sold · −13K

Other institutions 9 bought · 5 sold · −17K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Citadel Advisors LLC Hedge fund	+14K New position	14K	$36,187
Farther Finance Advisors, LLC	+3,324 +762.4%	3,760	$9,437
Tower Research Capital LLC (TRC)	+569 +32.1%	2,340	$5,873
FMR LLC Active manager	+400 New position	400	$1,004
Ep Wealth Advisors, LLC	+376 +2.4%	16K	$40,582
UBS Group AG	+349 +23.0%	1,869	$4,691
Steward Partners Investment Advisory, LLC	+300 +6.3%	5,049	$12,673
Sbi Securities Co., Ltd.	+52 +32.1%	214	$537
Strive Financial Group ,Llc	+44 New position	44	$110
Barclays PLC	+10 New position	10	$25
Morgan Stanley	+5 +0.3%	1,930	$4,845

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Citadel Advisors LLC Hedge fund	+14K New position	14K	$36,187
FMR LLC Active manager	+400 New position	400	$1,004

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Creative Planning	−16K Sold out	0	—
Blackrock, Inc. Index funds	−12K Sold out	0	—
Wells Fargo & Company	−5,000 −69.4%	2,200	$5,522
Renaissance Technologies LLC Hedge fund	−2,700 −4.1%	63K	$159,014
Geode Capital Management, LLC Index funds	−911 −2.5%	36K	$89,887
Clarity Asset Management, Inc.	−700 Sold out	0	—
Dimensional Fund Advisors LP	−498 −1.8%	28K	$70,042
Jones Financial Companies LLLP	−100 −7.8%	1,190	$2,606
Vanguard Fiduciary Trust Co Index funds	−50 −0.2%	26K	$64,924

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Renaissance Technologies LLC Hedge fund	−2,700 −4.1%	63K	$159,014

New positions

largest by value

Institution	Shares	Value June 30, 2026
Citadel Advisors LLCHedge fund	14K	$36,187
FMR LLCActive manager	400	$1,004
Strive Financial Group ,Llc	44	$110
Barclays PLC	10	$25

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Creative Planning	16K	$40,120
Blackrock, Inc.Index funds	12K	$30,549
Clarity Asset Management, Inc.	700	$1,799

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 35
Ten largest holders: 87.1%
Index fund managers: 49.4%
Active managers and hedge funds: 19.9%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	2	1	2	0	+12K	+12.5%
Index fund managers	0	3	0	1	−13K	−4.5%
Other institutions	9	5	2	2	−17K	−9.1%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Willamette Valley Vineyards.

Only managers that filed a holdings report for both quarters are compared (38 here). 1 other holder is left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

← Back to Willamette Valley Vineyards Inc · Insiders · Politicians