Position in WVVI
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$40,120
-$7,460 QoQ
Shares Held
15,611
+0.1% QoQ
Ownership
0.314%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WVVI Over Time
Shares Held
Position Value (USD)
Position in Beverages - Wineries & Distilleries
Consumer Defensive · as of Mar 31, 2026Creative Planning holds $4,143,131 across 3 Beverages - Wineries & Distilleries names. WVVI ranks #3 (1.0% of the industry book) .
All Filings in WVVI
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $40,120 | 15,611 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $47,580 | 15,600 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $55,692 | 15,600 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $86,580 | 15,600 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $92,664 | 15,600 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $52,260 | 15,600 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $54,288 | 15,600 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $61,308 | 15,600 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $81,744 | 15,600 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $83,616 | 15,600 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $181,624 | 31,100 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $88,920 | 15,600 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $94,380 | 15,600 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $93,132 | 15,600 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $97,486 | 15,800 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $99,066 | 15,800 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $140,275 | 15,500 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||