On this page, we present all of the funds holding WVVI from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding WVVI, with a link to that fund's top holdings. The next columns indicate the amount of WVVI stock held by each of the funds holding WVVI, followed by the WVVI position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 34 funds holding WVVI within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Vanguard Group Inc.. For more details on the positions held by Vanguard Group Inc. (or by any of the other funds holding WVVI), click the fund name in the "Holder" column of the funds-holding-WVVI table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Vanguard Group Inc. | 224,812 | $1,204 | 12/31/2023 |
WVVI | 224,812 | $1,204 | 12/31/2023 |
Renaissance Technologies LLC | 82,952 | $444 | 12/31/2023 |
WVVI | 82,952 | $444 | 12/31/2023 |
Next Capital Management LLC | 54,800 | $290 | 12/31/2023 |
WVVI | 54,800 | $290 | 12/31/2023 |
Dimensional Fund Advisors LP | 37,324 | $198 | 12/31/2023 |
WVVI | 37,324 | $198 | 12/31/2023 |
Geode Capital Management LLC | 27,925 | $148 | 12/31/2023 |
WVVI | 27,925 | $148 | 12/31/2023 |
Teton Advisors Inc. | 23,000 | $123 | 12/31/2023 |
WVVI | 23,000 | $123 | 12/31/2023 |
Gabelli Funds LLC | 20,000 | $107 | 12/31/2023 |
WVVI | 20,000 | $107 | 12/31/2023 |
Creative Planning | 15,600 | $83 | 12/31/2023 |
WVVI | 15,600 | $83 | 12/31/2023 |
Clearview Wealth Advisors LLC | 15,574 | $78 | 03/31/2024 |
WVVI | 15,574 | $78 | 03/31/2024 |
State Street Corp | 14,112 | $75 | 12/31/2023 |
WVVI | 14,112 | $75 | 12/31/2023 |
James Investment Research Inc. | 12,921 | $69 | 12/31/2023 |
WVVI | 12,921 | $69 | 12/31/2023 |
GWM Advisors LLC | 12,921 | $66 | 12/31/2023 |
WVVI | 12,921 | $66 | 12/31/2023 |
BlackRock Inc. | 11,030 | $59 | 12/31/2023 |
WVVI | 11,030 | $59 | 12/31/2023 |
Price T Rowe Associates Inc. MD | 10,850 | $58 | 12/31/2023 |
WVVI | 10,850 | $58 | 12/31/2023 |
Susquehanna International Group LLP | 10,137 | $54 | 12/31/2023 |
WVVI | 10,137 | $54 | 12/31/2023 |
Morgan Stanley | 7,775 | $42 | 12/31/2023 |
WVVI | 7,775 | $42 | 12/31/2023 |
US Bancorp DE | 2,700 | $14 | 12/31/2023 |
WVVI | 2,700 | $14 | 12/31/2023 |
Wells Fargo & Company MN | 2,511 | $13 | 12/31/2023 |
WVVI | 2,511 | $13 | 12/31/2023 |
Tower Research Capital LLC TRC | 1,998 | $11 | 12/31/2023 |
WVVI | 1,998 | $11 | 12/31/2023 |
Bank of America Corp DE | 1,602 | $9 | 12/31/2023 |
WVVI | 1,602 | $9 | 12/31/2023 |
Advisor Group Holdings Inc. | 1,462 | $8 | 12/31/2023 |
WVVI | 1,462 | $8 | 12/31/2023 |
National Bank of Canada FI | 1,000 | $5 | 12/31/2023 |
WVVI | 1,000 | $5 | 12/31/2023 |
Steward Partners Investment Advisory LLC | 805 | $4 | 12/31/2023 |
WVVI | 805 | $4 | 12/31/2023 |
Clarity Asset Management Inc. | 700 | $4 | 12/31/2023 |
WVVI | 700 | $4 | 12/31/2023 |
Northwestern Mutual Wealth Management Co. | 315 | $2 | 12/31/2023 |
WVVI | 315 | $2 | 12/31/2023 |
Allworth Financial LP | 297 | $2 | 12/31/2023 |
WVVI | 297 | $2 | 12/31/2023 |
Parallel Advisors LLC | 300 | $2 | 12/31/2023 |
WVVI | 300 | $2 | 12/31/2023 |
Wolff Wiese Magana LLC | 144 | $1 | 03/31/2024 |
WVVI | 144 | $1 | 03/31/2024 |
Royal Bank of Canada | 266 | $1 | 12/31/2023 |
WVVI | 266 | $1 | 12/31/2023 |
SRS Capital Advisors Inc. | 100 | $1 | 12/31/2023 |
WVVI | 100 | $1 | 12/31/2023 |
Atlantic Edge Private Wealth Management LLC | 100 | $1 | 12/31/2023 |
WVVI | 100 | $1 | 12/31/2023 |
CWM LLC | 6 | $0 | 03/31/2024 |
WVVI | 6 | $0 | 03/31/2024 |
JPMorgan Chase & Co. | 6 | $0 | 12/31/2023 |
WVVI | 6 | $0 | 12/31/2023 |
Proequities Inc. | 0 | $0 | 12/31/2023 |
WVVI | 0 | $0 | 12/31/2023 |
Advisory Services Network LLC | 49 | $0 | 12/31/2023 |
WVVI | 49 | $0 | 12/31/2023 |
See Summary: Institutional Holders of WVVI
See Details: Top 10 Hedge Funds Holding WVVI
Also See: WVVI Insider Buying
Free WVVI Email Alerts: Get Dividend Alerts Get SEC Filing Alerts |