Position in WVVI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$40,581
-$4 QoQ
Shares Held
16,168
+2.4% QoQ
Ownership
0.325%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#9
of 35 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in WVVI Over Time
Shares Held
Position Value (USD)
Position in Beverages - Wineries & Distilleries
Consumer Defensive · as of Jun 30, 2026EP Wealth Advisors, LLC holds $1,727,762 across 2 Beverages - Wineries & Distilleries names. WVVI ranks #2 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BF-B |
Brown Forman Corp
|
62,691 | $1,687,181 | |
| 2 | WVVI |
Willamette Valley Vineyards Inc
This page
|
16,168 | $40,581 |
All Filings in WVVI
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,581 | 16,168 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $40,585 | 15,792 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $48,165 | 15,792 | Shares | Sole | 2026-02-18 | |
| No filing history on record for this holder in this stock. | ||||||