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, Q1 2026
Institutional positions in Willamette Valley Vineyards Inc as of Mar 31, 2026. 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
- 35
- 0 vs. Q4 2025
- Shares held
- 566.6K
- +195.1K (+52.5%) vs. Q4 2025
- Total value
- $1.46M
- +$323.1K (+28.5%) vs. Q4 2025
- New holders
- 3
- 6 more added
- Sold out
- 3
- 7 more reduced
2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Willamette Valley Vineyards Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Capital Management LLC | 198,896 | $511.2K | 0.00% | +198,896 | New |
| Renaissance Technologies LLC | 66,052 | $169.8K | 0.00% | −2,600−3.8% | Reduced |
| Next Capital Management LLC | 54,800 | $140.8K | 0.04% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 36,709 | $94.4K | 0.00% | −1,292−3.4% | Reduced |
| Dimensional Fund Advisors LP | 28,403 | $73.0K | 0.00% | −2,902−9.3% | Reduced |
| Vanguard Fiduciary Trust Co | 25,916 | $66.6K | 0.00% | +25,916 | New |
| Teton Advisors, LLC | 20,500 | $52.7K | 0.04% | 00.0% | Unchanged |
| Gabelli Funds LLC | 20,000 | $51.4K | 0.00% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 15,792 | $40.6K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 15,611 | $40.1K | 0.00% | +11+0.1% | Added |
| James Investment Research Inc | 12,921 | $33.2K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 12,921 | $33.2K | 0.00% | 00.0% | Unchanged |
| BlackRock, Inc. | 11,887 | $30.5K | 0.00% | +975+8.9% | Added |
| Price T Rowe Associates Inc | 10,850 | $28.0K | 0.00% | 00.0% | Unchanged |
| State Street Corp | 10,700 | $27.5K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 7,200 | $18.5K | 0.00% | −2,500−25.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 4,749 | $12.2K | 0.00% | −25−0.5% | Reduced |
| National Bank of Canada | 2,100 | $5.40K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 1,925 | $4.95K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,771 | $4.55K | 0.00% | +463+35.4% | Added |
| UBS Group AG | 1,520 | $3.91K | 0.00% | +694+84.0% | Added |
| Jones Financial Companies LLLP | 1,290 | $3.24K | 0.00% | +100+8.4% | Added |
| Allworth Financial LP | 877 | $2.25K | 0.00% | −200−18.6% | Reduced |
| Clarity Asset Management, Inc. | 700 | $1.80K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 436 | $1.15K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 406 | $1.04K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 400 | $1.03K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 301 | $1.00K | 0.00% | −100−24.9% | Reduced |
| Parallel Advisors, LLC | 300 | $771 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 162 | $416 | 0.00% | +28+20.9% | Added |
| Wolff Wiese Magana LLC | 144 | $371 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 100 | $257 | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 100 | $257 | 0.00% | 00.0% | Unchanged |
| Financially Speaking Inc | 100 | $257 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 100 | $257 | 0.00% | +100 | New |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −20,694−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −1,711−100.0% | Sold out |
| Strive Financial Group ,LLC | 0 | $0 | 0.00% | −44−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Clearview Wealth Advisors LLC | – | – | – | – | Not filed |