Position in WVVI
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$40,585
-$7,580 QoQ
Shares Held
15,792
0.0% QoQ
Ownership
0.317%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WVVI Over Time
Shares Held
Position Value (USD)
Position in Beverages - Wineries & Distilleries
Consumer Defensive · as of Mar 31, 2026EP Wealth Advisors, LLC holds $598,138 across 2 Beverages - Wineries & Distilleries names. WVVI ranks #2 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BF-A |
Brown Forman Corp
|
20,812 | $557,553 | |
| 2 | WVVI |
Willamette Valley Vineyards Inc
This page
|
15,792 | $40,585 |
All Filings in WVVI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||