Willamette Valley Vineyards WVVI Institutional Ownership

NASDAQ WVVI

$1.78 +0.03 (+1.77%)

As of: Oct 1, 2026 · 3:59 PM EDT

Institutions by Trading Activity

36 Institutions

Increased 12 33.3%

Unchanged 18 50.0%

Reduced 6 16.7%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

11.07%

▼-0.31 pp QoQ

Shares Held by Institutions

551.27K

of 4.98Mn outstanding

▲+2.46% QoQ

Shares Outstanding

4.98Mn

4.43Mn held outside 13F filers

Institutional Investors

filed 13F for Jun 2026

▲+1 vs prior quarter

Net Shares Added (QoQ)

+13.24K

accumulated since last quarter

Value of Holdings

$964.73K

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Willamette Valley Vineyards Inc (NASDAQ:WVVI) has 36 institutional investors that have filed 13F reports for the period ending June 2026.

Their combined ownership stood at 11.1% of outstanding shares in June 2026, down from 11.4% in March 2026.
Their total shares held in WVVI increased 2.46% from the prior quarter, while the number of investors in Willamette Valley Vineyards decreased 7.69% year over year.
Of these 36 funds, 12 grew their exposure to Willamette Valley Vineyards, 6 cut back, and 18 maintained positions.
Altogether, these fund groups held 551.27K shares in WVVI by June 2026, up by 13.24K shares quarter on quarter, and down 133.97K shares year over year.
As of June 30, 2026, the biggest holder of Willamette Valley Vineyards is VANGUARD CAPITAL MANAGEMENT LLC at 198.9K shares, representing 3.99% of shares outstanding.
Leading buyers of Willamette Valley Vineyards shares for the quarter ending June 2026 were CITADEL ADVISORS LLC (14.42K), Farther Finance Advisors, LLC (3.32K), MERCER GLOBAL ADVISORS INC /ADV (2.65K), Tower Research Capital LLC (TRC) (569), FMR LLC (400).
Top sellers of WVVI stock for the quarter ending June 2026 included Wells Fargo & Company/Mn (5.0K), RENAISSANCE TECHNOLOGIES LLC (2.7K), GEODE CAPITAL MANAGEMENT, LLC (911), DIMENSIONAL FUND ADVISORS LP (498), JONES FINANCIAL COMPANIES LLLP (100).
According to Business Quant data, leading holders of WVVI for June 2026 are VANGUARD CAPITAL MANAGEMENT LLC (198.9K), RENAISSANCE TECHNOLOGIES LLC (63.35K), Next Capital Management LLC (54.8K), GEODE CAPITAL MANAGEMENT, LLC (35.8K), DIMENSIONAL FUND ADVISORS LP (27.9K), VANGUARD FIDUCIARY TRUST CO (25.87K), Teton Advisors, LLC (20.5K), GABELLI FUNDS LLC (20.0K), EP Wealth Advisors, LLC (16.17K), CITADEL ADVISORS LLC (14.42K).

Form 13F Holdings

36 Institutional Holders

Report period 30 Jun, 2026

Total shares held 551.27K

Of outstanding 11.07%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	198,896	3.99%	0	0.00%	$499.23K
2	RENAISSANCE TECHNOLOGIES LLC	0001037389	63,352	1.27%	▼2,700	-4.09%	$159.01K
3	Next Capital Management LLC	0001752762	54,800	1.10%	0	0.00%	$137.55K
4	GEODE CAPITAL MANAGEMENT, LLC	0001214717	35,798	0.72%	▼911	-2.48%	$89.89K
5	DIMENSIONAL FUND ADVISORS LP	0000354204	27,905	0.56%	▼498	-1.75%	$70.04K
6	VANGUARD FIDUCIARY TRUST CO	0000933478	25,866	0.52%	▼50	-0.19%	$64.92K
7	Teton Advisors, LLC	0002086025	20,500	0.41%	0	0.00%	$51.46K
8	GABELLI FUNDS LLC	0001081407	20,000	0.40%	0	0.00%	$50.20K
9	EP Wealth Advisors, LLC	0001540569	16,168	0.32%	▲376	+2.38%	$40.58K
10	CITADEL ADVISORS LLC	0001423053	14,417	0.29%	▲14,417	0.00%	$36.19K
11	JAMES INVESTMENT RESEARCH, INC.	0000810384	12,921	0.26%	0	0.00%	$32.43K
11	NewEdge Advisors, LLC	0001633516	12,921	0.26%	0	0.00%	$32.43K
12	PRICE T ROWE ASSOCIATES INC /MD/	0000080255	10,850	0.22%	0	0.00%	$28
13	State Street Corp	0000093751	10,700	0.21%	0	0.00%	$26.86K
14	Steward Partners Investment Advisory, LLC	0001723397	5,049	0.10%	▲300	+6.32%	$12.67K
15	Farther Finance Advisors, LLC	0001992825	3,760	0.08%	▲3,324	+762.39%	$9.44K
16	MERCER GLOBAL ADVISORS INC /ADV	0000853758	2,650	0.05%	▲2,650	0.00%	$6.65K
17	Tower Research Capital LLC (TRC)	0001533421	2,340	0.05%	▲569	+32.13%	$5.87K
18	Wells Fargo & Company/Mn	0000072971	2,200	0.04%	▼5,000	-69.44%	$5.52K
19	NATIONAL BANK OF CANADA /FI/	0000926171	2,100	0.04%	0	0.00%	$5.04K

Showing 1 to 20 of 36 holders