AI Holders Summary · Q2 2026

42 institutions reported WVVI in Q2 2026. VANGUARD CAPITAL MANAGEMENT LLC leads at 33.9% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(4 on this page)

#HolderValueShares% port.Quarter

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$499K199K0.00%Q2 2026 02

RENAISSANCE TECHNOLOGIES LLC

CIK 0001037389

$159K63K0.00%Q2 2026 03

Next Capital Management LLC

CIK 0001752762

$138K55K0.04%Q2 2026 04

Teton Advisors, Inc.

CIK 0001444874

$128K23K0.08%Q2 2025 05

VANGUARD FIDUCIARY TRUST CO

CIK 0000933478· Index

$65K26K0.00%Q2 2026 06

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$62K35K0.00%Q3 2026 07

Teton Advisors, LLC

CIK 0002086025

$51K21K0.03%Q2 2026 08

GABELLI FUNDS LLC

CIK 0001081407

$50K20K0.00%Q2 2026 09

Clearview Wealth Advisors LLC

CIK 0001840306

$48K16K0.03%Q4 2025 10

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$46K26K0.00%Q3 2026 11

EP Wealth Advisors, LLC

CIK 0001540569

$41K16K0.00%Q2 2026 12

STATE STREET CORP

CIK 0000093751

$37K21K0.00%Q3 2026 13

CITADEL ADVISORS LLC

CIK 0001423053

$36K14K0.00%Q2 2026 14

NewEdge Advisors, LLC

CIK 0001633516

$32K13K0.00%Q2 2026 15

PRICE T ROWE ASSOCIATES INC /MD/

CIK 0000080255

$28K11K0.00%Q1 2026 16

JAMES INVESTMENT RESEARCH, INC.

CIK 0000810384

$23K13K0.00%Q3 2026 17

Steward Partners Investment Advisory, LLC

CIK 0001723397

$13K5K0.00%Q2 2026 18

Farther Finance Advisors, LLC

CIK 0001992825

$7K4K0.00%Q3 2026 19

Tower Research Capital LLC (TRC)

CIK 0001533421

$6K2K0.00%Q2 2026 20

WELLS FARGO & COMPANY/MN

CIK 0000072971

$6K2K0.00%Q2 2026

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