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Funds Holding WVVI

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.

HolderAmountPosition Size
($ in 1000's)
 As of
Vanguard Group Inc.224,812$1,204 12/31/2023
     WVVI224,812$1,204 12/31/2023
Renaissance Technologies LLC82,952$444 12/31/2023
     WVVI82,952$444 12/31/2023
Next Capital Management LLC54,800$290 12/31/2023
     WVVI54,800$290 12/31/2023
Dimensional Fund Advisors LP37,324$198 12/31/2023
     WVVI37,324$198 12/31/2023
Geode Capital Management LLC27,925$148 12/31/2023
     WVVI27,925$148 12/31/2023
Teton Advisors Inc.23,000$123 12/31/2023
     WVVI23,000$123 12/31/2023
Gabelli Funds LLC20,000$107 12/31/2023
     WVVI20,000$107 12/31/2023
Creative Planning15,600$83 12/31/2023
     WVVI15,600$83 12/31/2023
Clearview Wealth Advisors LLC15,574$78 03/31/2024
     WVVI15,574$78 03/31/2024
State Street Corp14,112$75 12/31/2023
     WVVI14,112$75 12/31/2023
James Investment Research Inc.12,921$69 12/31/2023
     WVVI12,921$69 12/31/2023
GWM Advisors LLC12,921$66 12/31/2023
     WVVI12,921$66 12/31/2023
BlackRock Inc.11,030$59 12/31/2023
     WVVI11,030$59 12/31/2023
Price T Rowe Associates Inc. MD10,850$58 12/31/2023
     WVVI10,850$58 12/31/2023
Susquehanna International Group LLP10,137$54 12/31/2023
     WVVI10,137$54 12/31/2023
Morgan Stanley7,775$42 12/31/2023
     WVVI7,775$42 12/31/2023
US Bancorp DE2,700$14 12/31/2023
     WVVI2,700$14 12/31/2023
Wells Fargo & Company MN2,511$13 12/31/2023
     WVVI2,511$13 12/31/2023
Tower Research Capital LLC TRC 1,998$11 12/31/2023
     WVVI1,998$11 12/31/2023
Bank of America Corp DE1,602$9 12/31/2023
     WVVI1,602$9 12/31/2023
Advisor Group Holdings Inc.1,462$8 12/31/2023
     WVVI1,462$8 12/31/2023
National Bank of Canada FI1,000$5 12/31/2023
     WVVI1,000$5 12/31/2023
Steward Partners Investment Advisory LLC805$4 12/31/2023
     WVVI805$4 12/31/2023
Clarity Asset Management Inc.700$4 12/31/2023
     WVVI700$4 12/31/2023
Northwestern Mutual Wealth Management Co.315$2 12/31/2023
     WVVI315$2 12/31/2023
Allworth Financial LP297$2 12/31/2023
     WVVI297$2 12/31/2023
Parallel Advisors LLC300$2 12/31/2023
     WVVI300$2 12/31/2023
Wolff Wiese Magana LLC144$1 03/31/2024
     WVVI144$1 03/31/2024
Royal Bank of Canada266$1 12/31/2023
     WVVI266$1 12/31/2023
SRS Capital Advisors Inc.100$1 12/31/2023
     WVVI100$1 12/31/2023
Atlantic Edge Private Wealth Management LLC100$1 12/31/2023
     WVVI100$1 12/31/2023
CWM LLC6$0 03/31/2024
     WVVI6$0 03/31/2024
JPMorgan Chase & Co.6$0 12/31/2023
     WVVI6$0 12/31/2023
Proequities Inc.0$0 12/31/2023
     WVVI0$0 12/31/2023
Advisory Services Network LLC49$0 12/31/2023
     WVVI49$0 12/31/2023

See Summary: Institutional Holders of WVVI
See Details: Top 10 Hedge Funds Holding WVVI
Also See: WVVI Insider Buying

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