WVVI(WVVI)
WVVI
Institutional Ownership
Top 52 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 198.90K | Jun 30, 26 | -- | 3.99% |
| RENAISSANCE TECHNOLOGIES LLC | 63.35K | Jun 30, 26 | -2.70K | 1.27% |
| Next Capital Management LLC | 54.80K | Jun 30, 26 | -- | 1.10% |
| GEODE CAPITAL MANAGEMENT, LLC | 35.80K | Jun 30, 26 | -911 | 0.72% |
| DIMENSIONAL FUND ADVISORS LP | 27.91K | Jun 30, 26 | -498 | 0.56% |
| VANGUARD FIDUCIARY TRUST CO | 25.87K | Jun 30, 26 | -50 | 0.52% |
| Teton Advisors, LLC | 20.50K | Jun 30, 26 | -- | 0.41% |
| GABELLI FUNDS LLC | 20.00K | Jun 30, 26 | -- | 0.40% |
| EP Wealth Advisors, LLC | 16.17K | Jun 30, 26 | +376 | 0.32% |
| CITADEL ADVISORS LLC | 14.42K | Jun 30, 26 | +14.42K | 0.29% |
| JAMES INVESTMENT RESEARCH INC | 12.92K | Jun 30, 26 | -- | 0.26% |
| NewEdge Advisors, LLC | 12.92K | Jun 30, 26 | -- | 0.26% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 10.85K | Jun 30, 26 | -- | 0.22% |
| STATE STREET CORP | 10.70K | Jun 30, 26 | -- | 0.21% |
| Steward Partners Investment Advisory, LLC | 5.05K | Jun 30, 26 | +300 | 0.10% |
| Farther Finance Advisors, LLC | 3.76K | Jun 30, 26 | +3.32K | 0.08% |
| MERCER GLOBAL ADVISORS INC /ADV | 2.65K | Jun 30, 26 | +2.65K | 0.05% |
| Tower Research Capital LLC (TRC) | 2.34K | Jun 30, 26 | +569 | 0.05% |
| WELLS FARGO & COMPANY/MN | 2.20K | Jun 30, 26 | -5.00K | 0.04% |
| NATIONAL BANK OF CANADA /FI/ | 2.10K | Jun 30, 26 | -- | 0.04% |
| MORGAN STANLEY | 1.93K | Jun 30, 26 | +5 | 0.04% |
| UBS Group AG | 1.87K | Jun 30, 26 | +349 | 0.04% |
| JONES FINANCIAL COMPANIES LLLP | 1.19K | Jun 30, 26 | -100 | 0.02% |
| Allworth Financial LP | 877 | Jun 30, 26 | -- | 0.02% |
| FMR LLC | 400 | Jun 30, 26 | +400 | 0.01% |
| US BANCORP \DE\ | 400 | Jun 30, 26 | -- | 0.01% |
| ROYAL BANK OF CANADA | 301 | Jun 30, 26 | -- | 0.01% |
| Parallel Advisors, LLC | 300 | Jun 30, 26 | -- | 0.01% |
| SBI Securities Co., Ltd. | 214 | Jun 30, 26 | +52 | 0.00% |
| WOLFF WIESE MAGANA LLC | 144 | Jun 30, 26 | -- | 0.00% |
| SRS Capital Advisors, Inc. | 100 | Jun 30, 26 | -- | 0.00% |
| Financially Speaking Inc | 100 | Jun 30, 26 | -- | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 100 | Jun 30, 26 | -- | 0.00% |
| Atlantic Edge Private Wealth Management, LLC | 100 | Jun 30, 26 | -- | 0.00% |
| Strive Financial Group ,LLC | 44 | Jun 30, 26 | +44 | 0.00% |
| BARCLAYS PLC | 10 | Jun 30, 26 | +10 | 0.00% |
| Clarity Asset Management, Inc. | -- | Jun 30, 26 | -700 | -- |
| Creative Planning | -- | Jun 30, 26 | -15.61K | -- |
| BlackRock, Inc. | -- | Jun 30, 26 | -11.89K | -- |
| CWM, LLC | 406 | Mar 31, 26 | -- | 0.01% |
| VANGUARD GROUP INC | 224.81K | Dec 31, 25 | -- | 4.51% |
| Clearview Wealth Advisors LLC | 15.62K | Dec 31, 25 | +98 | 0.31% |
| Teton Advisors, Inc. | 23.00K | Jun 30, 25 | -- | 0.46% |
| BlackRock Inc. | 4.51K | Jun 30, 24 | -6.26K | 0.09% |
| Sargent Bickham Lagudis LLC | 200 | Dec 31, 22 | -- | 0.00% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 1.71K | Dec 31, 19 | -558 | 0.03% |
| Steinberg Global Asset Management | 21.60K | Mar 31, 19 | +1.00K | 0.43% |
| BLACKROCK ADVISORS LLC | 2.31K | Dec 31, 16 | -- | 0.05% |
| MSI Financial Services Inc | 1.00K | Dec 31, 16 | -- | 0.02% |
| BlackRock Fund Advisors | 794 | Dec 31, 16 | -- | 0.02% |
| BlackRock Investment Management, LLC | 769 | Dec 31, 16 | -- | 0.02% |
| UBS AG | 100 | Sep 30, 14 | -- | 0.00% |
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
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