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Overview
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Business Summary
Filings
Ownership
Valuation
Ownership — WVVI
Institutional Holdings
Insider Transactions
US Institutional Ownership
10.2%
Institution
Shares
Value
Ownership %
Change
Filing Date
VANGUARD CAPITAL MANAGEMENT LLC
198.9K
--
3.99%
--
2026-06-30
RENAISSANCE TECHNOLOGIES LLC
63.4K
--
1.27%
-2.7K
2026-06-30
Next Capital Management LLC
54.8K
--
1.10%
--
2026-06-30
GEODE CAPITAL MANAGEMENT, LLC
35.8K
--
0.72%
-911
2026-06-30
DIMENSIONAL FUND ADVISORS LP
27.9K
--
0.56%
-498
2026-06-30
VANGUARD FIDUCIARY TRUST CO
25.9K
--
0.52%
-50
2026-06-30
EP Wealth Advisors, LLC
16.2K
--
0.32%
+376
2026-06-30
CITADEL ADVISORS LLC
14.4K
--
0.29%
-6.3K
2026-06-30
NewEdge Advisors, LLC
12.9K
--
0.26%
--
2026-06-30
JAMES INVESTMENT RESEARCH, INC.
12.9K
--
0.26%
--
2026-06-30
PRICE T ROWE ASSOCIATES INC /MD/
10.8K
--
0.22%
--
2026-06-30
STATE STREET CORP
10.7K
--
0.21%
--
2026-06-30
Steward Partners Investment Advisory, LLC
5.0K
--
0.10%
+300
2026-06-30
Farther Finance Advisors, LLC
3.8K
--
0.08%
+3.3K
2026-06-30
MERCER GLOBAL ADVISORS INC /ADV
2.6K
--
0.05%
--
2026-06-30
Tower Research Capital LLC (TRC)
2.3K
--
0.05%
+569
2026-06-30
WELLS FARGO & COMPANY/MN
2.2K
--
0.04%
-5.0K
2026-06-30
NATIONAL BANK OF CANADA /FI/
2.1K
--
0.04%
--
2026-06-30
MORGAN STANLEY
1.9K
--
0.04%
+5
2026-06-30
UBS Group AG
1.9K
--
0.04%
+349
2026-06-30
JONES FINANCIAL COMPANIES LLLP
1.2K
--
0.02%
-100
2026-06-30
US BANCORP \DE\
400
--
0.01%
--
2026-06-30
FMR LLC
400
--
0.01%
--
2026-06-30
Parallel Advisors, LLC
300
--
0.01%
--
2026-06-30
SBI Securities Co., Ltd.
214
--
0.00%
+52
2026-06-30
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