Willamette Valley Vineyards Inc (WVVI) Institutional Ownership

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 the prior quarter, while the number of investors in WVVI increased 2.78% year over year.
• Among the 37 funds, 13 bought more Willamette Valley Vineyards shares, 7 sold down, and 17 held their ground.
• 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.
• As of December 31, 2025, the biggest holder of Willamette Valley Vineyards is VANGUARD CAPITAL MANAGEMENT LLC at 198.9K shares, representing 4.01% of shares outstanding.
• The biggest buyers of Willamette Valley Vineyards for the quarter ending December 2025 included 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 December 2025 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 data, the top 10 holders of Willamette Valley Vineyards for the quarter ending December 2025 are 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).