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WILLAMETTE VALLEY VINEYARDS INC hedge fund holdings

WVVINASDAQ
$1.87-0.13 (-6.50% today)

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

WVVI · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 6, 2025 to Oct 6, 2026. Price (-49.0%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 2025103$270K$8.37K39Aug 14, 2025
Q3 202555$45.3K$36.4K37Nov 14, 2025
Q4 202577$75.4K$69.2K34Feb 14, 2026
Q1 202667$6.07K$82.4K34May 15, 2026
Q2 202694$49.8K$64.2K32Aug 14, 2026

Quarterly action breakdown

Q2 2026
32 filers
New position
4
$37.3K+14.9K sh
Increased
5
$12.5K+4.98K sh
Reduced
2
-$23.2K-9.26K sh
Out / sold
2
-$40.9K-16.3K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Clarity Asset Management, Inc.Sell 100%-$1.8K$00.00%Jul 16, 2026
Strive Financial Group ,LLCNew Buy+$110$1100.00%Aug 17, 2026

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