CUSIP 969136100
WILLAMETTE VY VINEYARD INC
56 institutions · $6.0M total · 1,090,669 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 342,357 | $3.6M | 31.38% | 2025-12-31 |
| 2 | VANGUARD GROUP INC | 198,896 | $606.6K | 18.23% | 2025-12-31 |
| 3 | FreeGulliver LLC | 102,573 | $373.4K | 9.40% | 2025-09-30 |
| 4 | RENAISSANCE TECHNOLOGIES LLC | 68,652 | $209.4K | 6.29% | 2025-12-31 |
| 5 | Next Capital Management LLC | 54,800 | $167.1K | 5.02% | 2025-12-31 |
| 6 | Teton Advisors, Inc. | 23,000 | $127.7K | 2.10% | 2025-06-30 |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 32,210 | $98.3K | 2.95% | 2025-12-31 |
| 8 | DIMENSIONAL FUND ADVISORS LP | 29,550 | $90.1K | 2.70% | 2025-12-31 |
| 9 | CITADEL ADVISORS LLC | 20,694 | $63.1K | 1.89% | 2025-12-31 |
| 10 | Teton Advisors, LLC | 20,500 | $62.5K | 1.87% | 2025-12-31 |
| 11 | GABELLI FUNDS LLC | 20,000 | $61.0K | 1.83% | 2025-12-31 |
| 12 | EP Wealth Advisors, LLC | 15,792 | $48.2K | 1.44% | 2025-12-31 |
| 13 | Clearview Wealth Advisors LLC | 15,622 | $47.6K | 1.43% | 2025-12-31 |
| 14 | Creative Planning | 15,600 | $47.6K | 1.43% | 2025-12-31 |
| 15 | RAYMOND JAMES FINANCIAL INC | 7,362 | $40.9K | 0.67% | 2025-06-30 |
| 16 | NewEdge Advisors, LLC | 12,921 | $39.4K | 1.18% | 2025-12-31 |
| 17 | JAMES INVESTMENT RESEARCH INC | 12,921 | $39.4K | 1.18% | 2025-12-31 |
| 18 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10,743 | $39.1K | 0.98% | 2025-09-30 |
| 19 | De Lisle Partners LLP | 10,000 | $34.3K | 0.91% | 2024-09-30 |
| 20 | STATE STREET CORP | 10,700 | $32.6K | 0.98% | 2025-12-31 |
| 21 | BlackRock, Inc. | 10,289 | $31.4K | 0.94% | 2025-12-31 |
| 22 | WELLS FARGO & COMPANY/MN | 9,600 | $29.3K | 0.88% | 2025-12-31 |
| 23 | BlackRock Inc. | 4,117 | $16.2K | 0.37% | 2024-06-30 |
| 24 | Steward Partners Investment Advisory, LLC | 4,774 | $14.6K | 0.43% | 2025-12-31 |
| 25 | NATIONAL BANK OF CANADA /FI/ | 2,100 | $6.3K | 0.19% | 2025-12-31 |
| 26 | MORGAN STANLEY | 1,925 | $5.9K | 0.17% | 2025-12-31 |
| 27 | BANK OF AMERICA CORP /DE/ | 1,600 | $5.7K | 0.14% | 2025-12-31 |
| 28 | Tower Research Capital LLC (TRC) | 1,308 | $4.0K | 0.11% | 2025-12-31 |
| 29 | TD Waterhouse Canada Inc. | 320 | $3.7K | 0.02% | 2023-12-31 |
| 30 | JONES FINANCIAL COMPANIES LLLP | 1,190 | $3.6K | 0.10% | 2025-12-31 |
| 31 | Allworth Financial LP | 1,077 | $3.3K | 0.09% | 2025-12-31 |
| 32 | Human Investing LLC | 800 | $2.7K | 0.07% | 2024-12-31 |
| 33 | UBS Group AG | 820 | $2.5K | 0.07% | 2025-12-31 |
| 34 | Clarity Asset Management, Inc. | 700 | $2.1K | 0.06% | 2025-12-31 |
| 35 | Kestra Advisory Services, LLC | 300 | $1.8K | 0.02% | 2025-03-31 |
| 36 | ADVISOR GROUP HOLDINGS, INC. | 300 | $1.7K | 0.02% | 2025-09-30 |
| 37 | Farther Finance Advisors, LLC | 436 | $1.3K | 0.03% | 2025-12-31 |
| 38 | Ameritas Advisory Services, LLC | 225 | $1.2K | 0.02% | 2025-06-30 |
| 39 | US BANCORP \DE\ | 400 | $1.2K | 0.03% | 2025-12-31 |
| 40 | INNEALTA CAPITAL, LLC | 280 | $1.1K | 0.02% | 2024-06-30 |
| 41 | Royal Bank of Canada | 401 | $1.0K | 0.03% | 2025-12-31 |
| 42 | Parallel Advisors, LLC | 300 | $915 | 0.02% | 2025-12-31 |
| 43 | CGC Financial Services, LLC | 144 | $821 | 0.01% | 2023-09-30 |
| 44 | WOLFF WIESE MAGANA LLC | 144 | $440 | 0.01% | 2025-12-31 |
| 45 | SBI Securities Co., Ltd. | 134 | $409 | 0.01% | 2025-12-31 |
| 46 | Atlantic Edge Private Wealth Management, LLC | 100 | $305 | 0.00% | 2025-12-31 |
| 47 | Financially Speaking Inc | 100 | $305 | 0.00% | 2025-12-31 |
| 48 | SRS Capital Advisors, Inc. | 100 | $305 | 0.00% | 2025-12-31 |
| 49 | Advisory Services Network, LLC | 49 | $175 | 0.00% | 2025-09-30 |
| 50 | Strive Financial Group ,LLC | 44 | $134 | 0.00% | 2025-12-31 |
| 51 | JPMORGAN CHASE & CO | 8 | $48 | 0.00% | 2025-03-31 |
| 52 | WEDBUSH SECURITIES INC | 10,099 | $35 | 0.92% | 2024-09-30 |
| 53 | PRICE T ROWE ASSOCIATES INC /MD/ | 10,850 | $34 | 0.99% | 2025-12-31 |
| 54 | HANTZ FINANCIAL SERVICES, INC. | 336 | $3 | 0.03% | 2024-06-30 |
| 55 | CWM, LLC | 406 | $1 | 0.03% | 2025-12-31 |
| 56 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |