Willamette Valley Vineyards WVVI Institutional Ownership

Ownership Summary

Willamette Valley Vineyards Inc (NASDAQ:WVVI) is held by 35 institutional investors per 13F filings through March 2026.

• These investors collectively held 11.4% of Willamette Valley Vineyards's outstanding shares in March 2026, down from 19.0% in December 2025.
• They increased total shares held in WVVI by 67.53% quarter over quarter, and investors in Willamette Valley Vineyards decreased 7.89% from a year ago.
• Activity in WVVI broke down as 10 buyers, 7 sellers, and 18 unchanged among 35 total holders.
• The aggregate institutional position in Willamette Valley Vineyards amounted to 566.64K shares as of March 2026, up by 228.41K shares quarter on quarter, and down 72.87K shares year over year.
• VANGUARD CAPITAL MANAGEMENT LLC leads ownership in WVVI with 198.9K shares as of March 31, 2026, equal to 3.99% of outstanding shares.
• The largest buyers of Willamette Valley Vineyards for the quarter ending March 2026 were VANGUARD CAPITAL MANAGEMENT LLC (198.9K), VANGUARD FIDUCIARY TRUST CO (25.92K), PRICE T ROWE ASSOCIATES INC /MD/ (10.85K), BlackRock, Inc. (975), UBS Group AG (694).
• The largest sales of WVVI for the quarter ending March 2026 came from DIMENSIONAL FUND ADVISORS LP (2.9K), RENAISSANCE TECHNOLOGIES LLC (2.6K), Wells Fargo & Company/Mn (2.5K), GEODE CAPITAL MANAGEMENT, LLC (1.29K), Allworth Financial LP (200).
• Per Business Quant, the top 10 investors in WVVI for the quarter ending March 2026 include VANGUARD CAPITAL MANAGEMENT LLC (198.9K), RENAISSANCE TECHNOLOGIES LLC (66.05K), Next Capital Management LLC (54.8K), GEODE CAPITAL MANAGEMENT, LLC (36.71K), DIMENSIONAL FUND ADVISORS LP (28.4K), VANGUARD FIDUCIARY TRUST CO (25.92K), Teton Advisors, LLC (20.5K), GABELLI FUNDS LLC (20.0K), EP Wealth Advisors, LLC (15.79K), Creative Planning (15.61K).