Among active 13F managers last quarter, 1 opened and 3 added, while 1 reduced; the largest holder to move was Renaissance Technologies LLC (−3.8%). No recent Form 4 insider filings for WVVI.
Funds lean in and no leg opposes.
35 tracked 13F filers disclose a position in WVVI as of the latest SEC 13F filings, a combined $1.4M in reported value. 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.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Capital Management LLC | 199K | $499K | —Held | Q2 2026 | |
| 2 | Renaissance Technologies LLC | 66K | $170K | ▼−3.8% Reduced · −3K sh | Q1 2026 | |
| 3 | Next Capital Management LLC | 55K | $138K | —Held | Q2 2026 | |
| 4 | Geode Capital Management, LLC | 36K | $90K | ▼−2.5% Reduced · −911 sh | Q2 2026 | |
| 5 | Dimensional Fund Advisors LP | 28K | $73K | ▼−9.3% Reduced · −3K sh | Q1 2026 | |
| 6 | Vanguard Fiduciary Trust Co | 26K | $65K | ▼−0.2% Reduced · −50 sh | Q2 2026 | |
| 7 | Teton Advisors, LLC | 21K | $51K | —Held | Q2 2026 | |
| 8 | Gabelli Funds LLC | 20K | $51K | —Held | Q1 2026 | |
| 9 | EP Wealth Advisors, LLC | 16K | $41K | ▲+2.4% Added · +376 sh | Q2 2026 | |
| 10 | Creative Planning | 16K | $40K | ▲+0.1% Added · +11 sh | Q1 2026 | |
| 11 | Citadel Advisors LLC | 14K | $36K | ▲New +14K sh | Q2 2026 | |
| 12 | NewEdge Advisors, LLC | 13K | $32K | —Held | Q2 2026 | |
| 13 | James Investment Research, Inc. | 13K | $32K | —Held | Q2 2026 | |
| 14 | Price T Rowe Associates Inc | 11K | $28K | —Held | Q2 2026 | |
| 15 | State Street Corp | 11K | $27K | —Held | Q2 2026 | |
| 16 | Wells Fargo & Company | 7K | $19K | ▼−26% Reduced · −3K sh | Q1 2026 | |
| 17 | Steward Partners Investment Advisory, LLC | 5K | $13K | ▲+6.3% Added · +300 sh | Q2 2026 | |
| 18 | National Bank Of Canada | 2K | $5K | —Held | Q1 2026 | |
| 19 | Morgan Stanley | 2K | $5K | —Held | Q1 2026 | |
| 20 | Tower Research Capital LLC (TRC) | 2K | $5K | ▲+35% Added · +463 sh | Q1 2026 | |
| 21 | UBS Group AG | 2K | $4K | ▲+84% Added · +694 sh | Q1 2026 | |
| 22 | Jones Financial Companies LLLP | 1K | $3K | ▲+8.4% Added · +100 sh | Q1 2026 | |
| 23 | Allworth Financial LP | 877 | $2K | ▼−19% Reduced · −200 sh | Q1 2026 | |
| 24 | Farther Finance Advisors, LLC | 436 | $1K | —Held | Q1 2026 | |
| 25 | CWM, LLC | 406 | $1K | —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.
Last quarter, 1 fund opened a new position in WVVI and 3 added to an existing one, while 1 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 13 funds | $78.3B |
| Apple IncAAPL | 13 funds | $50.5B |
| Alphabet Inc-CL AGOOGL | 13 funds | $38.0B |
| Microsoft CorpMSFT | 13 funds | $34.8B |
| Broadcom IncAVGO | 13 funds | $33.0B |
| Meta Platforms Inc-Class AMETA | 13 funds | $18.5B |
| Eli Lilly & CoLLY | 13 funds | $18.2B |
| JPMorgan Chase & CoJPM | 13 funds | $10.3B |
| Netflix IncNFLX | 13 funds | $7.5B |
| Caterpillar IncCAT | 13 funds | $7.2B |
| Berkshire Hathaway Inc-CL BBRK/B | 13 funds | $5.7B |
| Goldman Sachs Group IncGS | 13 funds | $3.0B |
Ranked by how many of WVVI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in WVVI.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
The cross-source read for WVVI was unavailable for this render. The API and MCP tool answer it live.
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
No filings captured for this ticker in the live stream yet.
Connected entities for WVVI
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/WVVI/capital-change-brief"
Use Arkolith's capital_change_brief for WVVI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + the live filing stream, joined for WVVI. Filings are public domain, sourced to SEC EDGAR.