WILLAMETTE VY VINEYARD INC

Ticker: WVVI CUSIP: 969136100 Class: Stock

Holders for Q4 2025 Position Changes for Q4 2025

Note: Option positions (PUT/CALL) are excluded.

InstitutionSharesValue ($000)
VANGUARD GROUP INC224,812$686
RENAISSANCE TECHNOLOGIES LLC68,652$209
Next Capital Management LLC54,800$167
GEODE CAPITAL MANAGEMENT, LLC38,001$116
DIMENSIONAL FUND ADVISORS LP31,305$95
CITADEL ADVISORS LLC20,694$63
Teton Advisors, LLC20,500$63
GABELLI FUNDS LLC20,000$61
EP Wealth Advisors, LLC15,792$48
Clearview Wealth Advisors LLC15,622$48
Creative Planning15,600$48
JAMES INVESTMENT RESEARCH INC12,921$39
NewEdge Advisors, LLC12,921$39
BlackRock, Inc.10,912$33
PRICE T ROWE ASSOCIATES INC /MD/10,850$0
STATE STREET CORP10,700$33
WELLS FARGO & COMPANY/MN9,700$30
Steward Partners Investment Advisory, LLC4,774$15
NATIONAL BANK OF CANADA /FI/2,100$6
MORGAN STANLEY1,925$6
BANK OF AMERICA CORP /DE/1,711$5
Tower Research Capital LLC (TRC)1,308$4
JONES FINANCIAL COMPANIES LLLP1,190$4
Allworth Financial LP1,077$3
UBS Group AG826$3
Clarity Asset Management, Inc.700$2
Farther Finance Advisors, LLC436$1
CWM, LLC406$0
ROYAL BANK OF CANADA401$1
US BANCORP \DE\400$1
Parallel Advisors, LLC300$1
WOLFF WIESE MAGANA LLC144$0
SBI Securities Co., Ltd.134$0
SRS Capital Advisors, Inc.100$0
Atlantic Edge Private Wealth Management, LLC100$0
Financially Speaking Inc100$0
Strive Financial Group ,LLC44$0
Total (37 institutions)611,958$1,832