Institutional Ownership
Willamette Vy Vineyard Inc
CUSIP 969136100COMWVVIQ1 2026
Institutional Holders
33
13F filers
Shares Held
341.8K
Aggregate institutional
Institutional Value
$830.6K
Q1 2026
Net New Holders
-2
1 new · 3 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions1
Increased6
Decreased7
Sold out3
Institutional Holders
33 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Renaissance Technologies LLC | 66.1K | $169.8K | −2.6K | Reduced |
| 2 | Next Capital Management LLC | 54.8K | $140.8K | 0 | Held |
| 3 | Geode Capital Management, LLC | 36.7K | $94.4K | −1.3K | Reduced |
| 4 | Dimensional Fund Advisors LP | 28.4K | $73.0K | −2.9K | Reduced |
| 5 | Teton Advisors, LLC | 20.5K | $52.7K | 0 | Held |
| 6 | Gabelli Funds LLC | 20.0K | $51.4K | 0 | Held |
| 7 | Ep Wealth Advisors, LLC | 15.8K | $40.6K | 0 | Held |
| 8 | Creative Planning | 15.6K | $40.1K | +11 | Added |
| 9 | James Investment Research, Inc. | 12.9K | $33.2K | 0 | Held |
| 10 | Blackrock, Inc. | 11.9K | $30.5K | +975 | Added |
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