Willamette Valley Vineyards Ownership | Who Owns Willamette Valley Vineyards?

Willamette Valley Vineyards Ownership Summary

Willamette Valley Vineyards is owned by 13.95% institutional investors, 17.27% insiders, and 68.79% retail investors. Vanguard group is the largest institutional shareholder, holding 4.53% of WVVI shares. CI Disciplined Growth Private is the top mutual fund, with 4.98% of its assets in Willamette Valley Vineyards shares.

WVVI Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Willamette Valley Vineyards	13.95%	17.27%	68.79%
Sector	Consumer Defensive Stocks	51.35%	16.41%	32.24%
Industry	Beverages - Wineries & Distilleries Stocks	34.64%	12.47%	52.89%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	224.81K	4.53%	$753.12K
Renaissance	74.35K	1.50%	$249.08K
Next capital management	54.80K	1.10%	$302.50K
Geode capital management	34.79K	0.70%	$116.58K
Dimensional fund advisors lp	29.94K	0.60%	$100.30K
Teton advisors	23.00K	0.46%	$127.65K
Gabelli funds	20.00K	0.40%	$111.00K
Creative planning	15.60K	0.31%	$52.26K
Clearview wealth advisors	15.52K	0.31%	$56.51K
Newedge advisors	12.92K	0.26%	$71.71K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Next capital management	54.80K	0.11%	$302.50K
Teton advisors	23.00K	0.08%	$127.65K
Clearview wealth advisors	15.52K	0.04%	$56.51K
James investment research	12.92K	0.01%	$71.71K
Clarity asset management	700.00	0.00%	$2.50K
Gabelli funds	20.00K	0.00%	$111.00K
Renaissance	74.35K	0.00%	$249.08K
Newedge advisors	12.92K	0.00%	$71.71K
Wolff wiese magana	144.00	0.00%	$525.00
Steward partners investment advisory	5.05K	0.00%	$16.91K

Top Buyers

Holder	Shares	% Assets	Change
Blackrock funding, inc. /de	10.16K	-	10.16K
Raymond james financial	7.36K	-	7.36K
Jones financial companies lllp	1.19K	-	590.00
Ameritas advisory services	225.00	0.00%	225.00
Bank of america corp /de/	1.74K	-	136.00

Top Sellers

Holder	Shares	% Assets	Change
Susquehanna group, llp	-	-	-15.69K
Wedbush securities	-	-	-10.10K
De lisle partners llp	-	-	-10.00K
Blackrock	4.51K	-	-6.26K
Renaissance	74.35K	0.00%	-3.30K

New Positions

Holder	Shares	% Assets	Change	Value
Blackrock funding, inc. /de	10.16K	-	10.16K	$56.40K
Raymond james financial	7.36K	-	7.36K	$40.86K
Ameritas advisory services	225.00	0.00%	225.00	$1.24K

Sold Out

Holder	Change
Jpmorgan chase	-8.00
Ubs group	-28.00
Innealta capital	-280.00
Kestra advisory services	-300.00
Royal bank of canada	-317.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2025	39	5.41%	692,417	8.99%	13	8.52%	13	8.33%	2	-60.00%
Mar 31, 2025	37	8.82%	638,806	10.51%	12	9.49%	13	85.71%	5	-
Dec 31, 2024	20	-39.39%	431,218	-28.90%	8	5.82%	4	-	4	-33.33%
Sep 30, 2024	33	-2.94%	606,507	-0.72%	12	8.07%	4	-60.00%	6	20.00%
Jun 30, 2024	34	3.03%	610,923	2.66%	12	8.56%	10	25.00%	5	-

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
CI Disciplined Growth Private	247.00K	4.98%	-
Vanguard US Total Market Shares ETF	152.43K	3.07%	-
Vanguard Total Stock Mkt Idx Inv	149.17K	3.00%	-3.26K
Vanguard Institutional Extnd Mkt Idx Tr	49.72K	1.00%	-22.66K
TETON Westwood Mighty Mites AAA	23.04K	0.46%	41.00
Fidelity Extended Market Index	20.13K	0.41%	-166.00
Gabelli Small Cap Growth AAA	20.04K	0.40%	36.00
T. Rowe Price Extended Equity Market Idx	10.85K	0.22%	-
VT De Lisle America B USD	10.00K	0.20%	-
iShares Micro-Cap ETF	9.46K	0.19%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Aug 22, 2025	TUREL STANLEY G	-	Buy	$4.10K
Aug 25, 2025	TUREL STANLEY G	-	Buy	$1.09K
Aug 22, 2025	Osborn Michael Jordan	Chief Executive Officer	Buy	$2.07K
Aug 21, 2025	Osborn Michael Jordan	Chief Executive Officer	Buy	$4.42K
Aug 22, 2025	Osborn Michael Jordan	Chief Executive Officer	Buy	$2.08K

Insider Transactions Trends

Date	Buy	Sell
2025 Q3	5	-
2025 Q2	-	-
2025 Q1	2	-
2024 Q4	3	-
2024 Q3	9	-

WVVI Ownership FAQ

Who Owns Willamette Valley Vineyards?

Willamette Valley Vineyards shareholders are primarily institutional investors at 13.95%, followed by 17.27% insiders and 68.78% retail investors. The average institutional ownership in Willamette Valley Vineyards's industry, Beverages - Wineries & Distilleries Stocks , is 34.64%, which Willamette Valley Vineyards falls below.

Who owns the most shares of Willamette Valley Vineyards?

Willamette Valley Vineyards’s largest shareholders are Vanguard group (224.81K shares, 4.53%), Renaissance (74.35K shares, 1.50%), and Next capital management (54.8K shares, 1.10%). Together, they hold 7.13% of Willamette Valley Vineyards’s total shares outstanding.

Does Blackrock own Willamette Valley Vineyards?

BlackRock is not among the top 10 institutional shareholders of Willamette Valley Vineyards.

Who is Willamette Valley Vineyards’s biggest shareholder by percentage of total assets invested?

Next capital management is Willamette Valley Vineyards’s biggest shareholder by percentage of total assets invested, with 0.11% of its assets in 54.8K Willamette Valley Vineyards shares, valued at 302.5K$.

Who is the top mutual fund holder of Willamette Valley Vineyards shares?

CI Disciplined Growth Private is the top mutual fund holder of Willamette Valley Vineyards shares, with 4.98% of its total shares outstanding invested in 247K Willamette Valley Vineyards shares.

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