The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This stock page is the Follow view. The Build view lets your agent query WVVI owners, fund changes, insider filings, and source links through REST or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/WVVI"
Use Arkolith to show who owns WVVI, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | VANGUARD FIDUCIARY TRUST CO | $67K | 26K | ▲New +26K sh | Q1 2026 | |
| 2 | EP Wealth Advisors, LLC | $41K | 16K | —Held | Q1 2026 | |
| 3 | NewEdge Advisors, LLC | $33K | 13K | —Held | Q1 2026 | |
| 4 | STATE STREET CORP | $27K | 11K | —Held | Q1 2026 | |
| 5 | Steward Partners Investment Advisory, LLC | $12K | 5K | ▼−0.5% Reduced · −25 sh | Q1 2026 | |
| 6 | CWM, LLC | $1K | 406 | —Held | Q1 2026 | |
| 7 | SBI Securities Co., Ltd. | $416 | 162 | ▲+21% Added · +28 sh | Q1 2026 | |
| 8 | Arax Advisory Partners | $257 | 100 | —Held | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 12, 2026 | CARY SEAN M | Director | Grant (A) | 12K | $0 |
| Dec 11, 2025 | Osborn Michael Jordan | CEO | Buy (P) | 89 | $263 |
| Dec 11, 2025 | Osborn Michael Jordan | CEO | Buy (P) | 9 | $27 |
| Dec 11, 2025 | Osborn Michael Jordan | CEO | Buy (P) | 893 | $3K |
| Dec 11, 2025 | Osborn Michael Jordan | CEO | Buy (P) | 9 | $26 |
| Dec 11, 2025 | Osborn Michael Jordan | CEO | Buy (P) | 500 | $1K |
| Dec 11, 2025 | Osborn Michael Jordan | CEO | Buy (P) | 500 | $1K |
| Dec 10, 2025 | Osborn Michael Jordan | CEO | Buy (P) | 500 | $1K |
| Dec 10, 2025 | Osborn Michael Jordan | CEO | Buy (P) | 500 | $1K |
| Nov 24, 2025 | TUREL STANLEY G | Director | Buy (P) | 2K | $5K |
| Nov 24, 2025 | TUREL STANLEY G | Director | Buy (P) | 100 | $261 |
| Nov 21, 2025 | BERNAU JAMES W | President, Director | Buy (P) | 3K | $8K |
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 7 funds | $6.0B |
| ISHARES CORE S&P 500 ETFIVV | 7 funds | $5.0B |
| APPLE INCAAPL | 7 funds | $4.3B |
| AMAZON.COM INCAMZN | 7 funds | $3.3B |
| MICROSOFT CORPMSFT | 7 funds | $2.8B |
| ALPHABET INC-CL AGOOGL | 7 funds | $2.3B |
| VANGUARD VALUE ETFVTV | 7 funds | $2.2B |
| BROADCOM INCAVGO | 7 funds | $2.0B |
| META PLATFORMS INC-CLASS AMETA | 7 funds | $2.0B |
| JPMORGAN CHASE & COJPM | 7 funds | $1.8B |
| MICRON TECHNOLOGY INCMU | 7 funds | $1.8B |
| SS SPDR DOW JONES INDUS AVGDIA | 7 funds | $1.6B |
Ranked by how many of WVVI's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for WVVI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.