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 |
|---|---|---|---|---|---|
| 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 |
| Wolff Wiese Magana LLC | 144 | $371 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 162 | $416 | 0.00% | +28+20.9% | Added |
| Parallel Advisors, LLC | 300 | $771 | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 301 | $1.00K | 0.00% | −100−24.9% | Reduced |
| US Bancorp | 400 | $1.03K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 406 | $1.04K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 436 | $1.15K | 0.00% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 700 | $1.80K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 877 | $2.25K | 0.00% | −200−18.6% | Reduced |
| Jones Financial Companies LLLP | 1,290 | $3.24K | 0.00% | +100+8.4% | Added |
| UBS Group AG | 1,520 | $3.91K | 0.00% | +694+84.0% | Added |
| Tower Research Capital LLC (TRC) | 1,771 | $4.55K | 0.00% | +463+35.4% | Added |
| Morgan Stanley | 1,925 | $4.95K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 2,100 | $5.40K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 4,749 | $12.2K | 0.00% | −25−0.5% | Reduced |
| Wells Fargo & Company | 7,200 | $18.5K | 0.00% | −2,500−25.8% | Reduced |
| State Street Corp | 10,700 | $27.5K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 10,850 | $28.0K | 0.00% | 00.0% | Unchanged |
| BlackRock, Inc. | 11,887 | $30.5K | 0.00% | +975+8.9% | 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 |
| Creative Planning | 15,611 | $40.1K | 0.00% | +11+0.1% | Added |
| EP Wealth Advisors, LLC | 15,792 | $40.6K | 0.00% | 00.0% | Unchanged |
| Gabelli Funds LLC | 20,000 | $51.4K | 0.00% | 00.0% | Unchanged |
| Teton Advisors, LLC | 20,500 | $52.7K | 0.04% | 00.0% | Unchanged |
| Vanguard Fiduciary Trust Co | 25,916 | $66.6K | 0.00% | +25,916 | New |
| Dimensional Fund Advisors LP | 28,403 | $73.0K | 0.00% | −2,902−9.3% | Reduced |
| Geode Capital Management, LLC | 36,709 | $94.4K | 0.00% | −1,292−3.4% | Reduced |
| Next Capital Management LLC | 54,800 | $140.8K | 0.04% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 66,052 | $169.8K | 0.00% | −2,600−3.8% | Reduced |
| Vanguard Capital Management LLC | 198,896 | $511.2K | 0.00% | +198,896 | 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 |