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Willamette Valley Vineyards Inc

WVVI
Exchange
Nasdaq
Industry
Beverages
SEC CIK
0000838875

In the last 90 days, Willamette Valley Vineyards Inc insiders filed 5 open-market purchases and 0 sales; 35 institutions reported holding it in 13F filings for Q2 2026, worth $1.38M in total; no superinvestor holds it.

Other share classesWVVIP

Q3 2024 vs. Q2 2024

How the institutions holding Willamette Valley Vineyards Inc changed between Q2 2024 and Q3 2024.

All holders in Q3 2024All holders in Q2 2024

13F holders of WVVI: Q2 2024 compared with Q3 2024
MeasureQ2 2024Of which not filed for Q3 2024Q3 2024Change
Holders361350
Shares611.1K4.51K606.6K−22 (0.0%)
Value$2.40M$17.7K$2.11M−$273.2K (−11.5%)

1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (1)

Institutions that held Willamette Valley Vineyards Inc at the end of Q3 2024 but not at the end of Q2 2024.

Institutions new to WVVI in Q3 2024
InstitutionSharesValue% of portfolio
Wedbush Securities Inc10,099$35.0K0.00%

Sold out (1)

Institutions that held Willamette Valley Vineyards Inc at the end of Q2 2024 and filed for Q3 2024 without it.

Institutions that sold out of WVVI in Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
Innealta Capital, LLC280$1.10K

Not filed for Q3 2024 yet (1)

Institutions that held Willamette Valley Vineyards Inc at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WVVI in Q2 2024 that haven't filed for Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
BlackRock Inc.4,514$17.7K