Willamette Valley Vineyards Inc
WVVI- Exchange
- Nasdaq
- Industry
- Beverages
- SEC CIK
- 0000838875
In the last 90 days, Willamette Valley Vineyards Inc insiders filed 1 open-market purchase 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
13F holders, Q4 2025
Institutional positions in Willamette Valley Vineyards Inc as of Dec 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 37
- −2 vs. Q3 2025
- Shares held
- 612.0K
- −83.7K (−12.0%) vs. Q3 2025
- Total value
- $1.87M
- −$652.7K (−25.9%) vs. Q3 2025
- New holders
- 3
- 10 more added
- Sold out
- 5
- 6 more reduced
Compare with Q3 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WVVI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 35 | $1.38M |
| Q1 2026 | 35 | $1.46M |
| Q4 2025 | 37 | $1.87M |
| Q3 2025 | 39 | $2.52M |
| Q2 2025 | 39 | $3.83M |
| Q1 2025 | 37 | $3.77M |
| Q4 2024 | 36 | $1.94M |
| Q3 2024 | 35 | $2.11M |
| Q2 2024 | 36 | $2.40M |
| Q1 2024 | 34 | $3.08M |
| Q4 2023 | 34 | $3.18M |
| Q3 2023 | 30 | $3.53M |
| Q2 2023 | 31 | $3.39M |
| Q1 2023 | 33 | $3.86M |
| Q4 2022 | 35 | $4.00M |
| Q3 2022 | 32 | $4.00M |
| Q2 2022 | 34 | $4.19M |
| Q1 2022 | 38 | $6.24M |
| Q4 2021 | 34 | $5.90M |
| Q3 2021 | 28 | $7.79M |
| Q2 2021 | 30 | $8.13M |
| Q1 2021 | 31 | $3.99M |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding Willamette Valley Vineyards Inc; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 224,812 | $685.7K | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 68,652 | $209.4K | 0.00% | −3,500−4.9% | Reduced |
| Next Capital Management LLC | 54,800 | $167.1K | 0.05% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 38,001 | $115.9K | 0.00% | +823+2.2% | Added |
| Dimensional Fund Advisors LP | 31,305 | $95.5K | 0.00% | −1,136−3.5% | Reduced |
| Citadel Advisors LLC | 20,694 | $63.1K | 0.00% | +20,694 | New |
| Teton Advisors, LLC | 20,500 | $62.5K | 0.04% | −2,500−10.9% | Reduced |
| Gabelli Funds LLC | 20,000 | $61.0K | 0.00% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 15,792 | $48.2K | 0.00% | +15,792 | New |
| Clearview Wealth Advisors LLC | 15,622 | $47.6K | 0.03% | +98+0.6% | Added |
| Creative Planning | 15,600 | $47.6K | 0.00% | 00.0% | Unchanged |
| James Investment Research Inc | 12,921 | $39.4K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 12,921 | $39.4K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 10,850 | $34.0K | 0.00% | 00.0% | Unchanged |
| BlackRock, Inc. | 10,912 | $33.3K | 0.00% | +450+4.3% | Added |
| State Street Corp | 10,700 | $32.6K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 9,700 | $29.6K | 0.00% | +2,200+29.3% | Added |
| Steward Partners Investment Advisory, LLC | 4,774 | $14.6K | 0.00% | −275−5.4% | Reduced |
| National Bank of Canada | 2,100 | $6.30K | 0.00% | +1,000+90.9% | Added |
| Morgan Stanley | 1,925 | $5.87K | 0.00% | −3,950−67.2% | Reduced |
| Bank of America Corp | 1,711 | $5.22K | 0.00% | +107+6.7% | Added |
| Tower Research Capital LLC (TRC) | 1,308 | $3.99K | 0.00% | +117+9.8% | Added |
| Jones Financial Companies LLLP | 1,190 | $3.63K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,077 | $3.29K | 0.00% | +200+22.8% | Added |
| UBS Group AG | 826 | $2.52K | 0.00% | −240−22.5% | Reduced |
| Clarity Asset Management, Inc. | 700 | $2.13K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 436 | $1.33K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 400 | $1.22K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 406 | $1.00K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 401 | $1.00K | 0.00% | +301+301.0% | Added |
| Parallel Advisors, LLC | 300 | $915 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 144 | $440 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 134 | $409 | 0.00% | +21+18.6% | Added |
| SRS Capital Advisors, Inc. | 100 | $305 | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 100 | $305 | 0.00% | 00.0% | Unchanged |
| Financially Speaking Inc | 100 | $305 | 0.00% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 44 | $134 | 0.00% | +44 | New |
| FreeGulliver LLC | 0 | $0 | 0.00% | −102,573−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −10,743−100.0% | Sold out |
| Advisor Group Holdings, Inc. | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −315−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −49−100.0% | Sold out |