Willamette Valley Vineyards Inc (WVVI) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

0Shares Outstanding

416,869Shares held by institutions

$1,058,847Value of institutional holdings

13.85%Institutional ownership %

8.83%Shares Changed QoQ

39No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Willamette Valley Vineyards Inc (NASDAQ:WVVI) has 37 institutional investors that have filed 13F reports for the period ending December 2025.

Their combined ownership stood at 19.0% of outstanding shares in December 2025, up from 14.0% in September 2025.
They increased total shares held in Willamette Valley Vineyards by 64.72% from last quarter, and the number of investors in WVVI increased 2.78% annually.
Of these 37 funds, 13 grew their exposure to Willamette Valley Vineyards, 7 cut back, and 17 maintained positions.
Combined, these investors held 943.46K shares in WVVI for December 2025, up by 370.68K shares quarter on quarter, and up 370.63K shares year over year.
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO leads ownership in WVVI with 342.36K shares as of December 31, 2025, equal to 6.9% of outstanding shares.
The biggest buyers of Willamette Valley Vineyards for the quarter ending December 2025 included NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO (342.04K), CITADEL ADVISORS LLC (20.69K), EP Wealth Advisors, LLC (15.79K), Wells Fargo & Company/Mn (2.2K), NATIONAL BANK OF CANADA /FI/ (1.0K).
Top sellers of WVVI stock for the quarter ending December 2025 included Morgan Stanley (3.95K), RENAISSANCE TECHNOLOGIES LLC (3.5K), Teton Advisors, LLC (2.5K), Bank Of America Corp /De/ (1.5K), DIMENSIONAL FUND ADVISORS LP (1.14K).
According to Business Quant data, leading holders of WVVI for December 2025 are NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO (342.36K), VANGUARD GROUP INC (224.81K), RENAISSANCE TECHNOLOGIES LLC (68.65K), Next Capital Management LLC (54.8K), GEODE CAPITAL MANAGEMENT, LLC (38.0K), DIMENSIONAL FUND ADVISORS LP (31.3K), CITADEL ADVISORS LLC (20.69K), Teton Advisors, LLC (20.5K), GABELLI FUNDS LLC (20.0K), EP Wealth Advisors, LLC (15.79K).

37 Institutional Holders

416,869 Total Shares Held

Rows:

Download Data

Owner Name	Date	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	450	4.30%	$0.00
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	31 Dec, 2025	342,042	108,584.76%	$0.00
Next Capital Management LLC	31 Dec, 2025	0	0.00%	$0.00
VANGUARD GROUP INC	31 Dec, 2025	0	0.00%	$0.00
Teton Advisors, LLC	31 Dec, 2025	-2,500	-10.87%	$0.00
RENAISSANCE TECHNOLOGIES LLC	31 Dec, 2025	-3,500	-4.85%	$0.00
Clearview Wealth Advisors LLC	31 Dec, 2025	98	0.63%	$0.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	823	2.21%	$0.00
NewEdge Advisors, LLC	31 Dec, 2025	0	0.00%	$0.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	-1,136	-3.50%	$0.00
Steward Partners Investment Advisory, LLC	31 Dec, 2025	-275	-5.45%	$0.00
CITADEL ADVISORS LLC	31 Dec, 2025	20,694	0.00%	$0.00
UBS Group AG	31 Dec, 2025	-240	-22.51%	$0.00
GABELLI FUNDS LLC	31 Dec, 2025	0	0.00%	$0.00
Clarity Asset Management, Inc.	31 Dec, 2025	0	0.00%	$0.00
EP Wealth Advisors, LLC	31 Dec, 2025	15,792	0.00%	$0.00
Farther Finance Advisors, LLC	31 Dec, 2025	0	0.00%	$0.00
Creative Planning	31 Dec, 2025	0	0.00%	$0.00
Parallel Advisors, LLC	31 Dec, 2025	0	0.00%	$0.00
JAMES INVESTMENT RESEARCH, INC.	31 Dec, 2025	0	0.00%	$0.00

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