Institutional Ownership
Willamette Vy Vineyard Inc
CUSIP 969136100COMWVVIQ1 2026
13D / 13G Filings
1
Schedule 13D/13G on record
Beneficial Filers
1
Distinct reporting persons
Largest Stake
11.0%
Max % of class reported
Institutional Holders
33
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
1 filings · latest Aug 8, 2025
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Aug 8, 2025 | Carl D. Thoma | 13G/A | 11.0% | 50.0K | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Renaissance Technologies LLC | 66.1K | $169.8K |
| 2 | Next Capital Management LLC | 54.8K | $140.8K |
| 3 | Geode Capital Management, LLC | 36.7K | $94.4K |
| 4 | Dimensional Fund Advisors LP | 28.4K | $73.0K |
| 5 | Teton Advisors, LLC | 20.5K | $52.7K |
| 6 | Gabelli Funds LLC | 20.0K | $51.4K |
| 7 | Ep Wealth Advisors, LLC | 15.8K | $40.6K |
| 8 | Creative Planning | 15.6K | $40.1K |
| 9 | James Investment Research, Inc. | 12.9K | $33.2K |
| 10 | Blackrock, Inc. | 11.9K | $30.5K |