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Willamette Valley Vineyards (WVVI) Institutional Ownership

Willamette Valley Vineyards logo
$2.88 +0.09 (+3.04%)
Closing price 05/19/2026 03:56 PM Eastern
Extended Trading
$2.72 -0.17 (-5.72%)
As of 05/19/2026 06:02 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Willamette Valley Vineyards (NASDAQ:WVVI)

Current
Institutional Ownership
Percentage
12.24%
Number of
Institutional Buyers
(last 12 months)
6
Total
Institutional Inflows
(last 12 months)
$1.46M
Number of
Institutional Sellers
(last 12 months)
0
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Skip Chart & View Institutional Buying and Selling Data

WVVI Institutional Buying and Selling by Quarter

Willamette Valley Vineyards Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/18/2026 EP Wealth Advisors LLC15,792$48K0.0%N/A0.318%
2/10/2026 Northwestern Mutual Wealth Management Co.342,357$1.04M0.0%+108,584.8%6.902%
11/17/2025 Susquehanna International Group LLP10,743$39K0.0%N/A0.216%
11/12/2025 Teton Advisors LLC23,000$82K0.1%N/A0.463%
8/14/2025 Raymond James Financial Inc.7,362$41K0.0%N/A0.148%
8/12/2025 FreeGulliver LLC101,969$563K0.3%+57.6%2.056%
5/6/2025FreeGulliver LLC64,715$384K0.2%N/A1.304%
2/14/2025Price T Rowe Associates Inc. MD10,850$37K0.0%-97.5%0.219%
2/13/2025Renaissance Technologies LLC74,352$249K0.0%-4.2%1.499%
8/9/2024Dimensional Fund Advisors LP33,684$132K0.0%-9.8%0.679%
8/1/2022James Investment Research Inc.12,921$81K0.0%+63.1%0.392%
4/29/2022Navellier & Associates Inc.12,751$115K0.0%+15.8%0.257%
2/14/2022Navellier & Associates Inc.11,015$95K0.0%N/A0.222%
2/3/2022Advisor Group Holdings Inc.12,916$112K0.0%+65.9%0.260%


WVVI Institutional Ownership - Frequently Asked Questions

During the previous two years, 9 institutional investors and hedge funds held shares of Willamette Valley Vineyards. The most heavily invested institutionals were Northwestern Mutual Wealth Management Co. ($1.04M), FreeGulliver LLC ($563K), Renaissance Technologies LLC ($249K), Dimensional Fund Advisors LP ($132K), Teton Advisors LLC ($82K), EP Wealth Advisors LLC ($48K), and Raymond James Financial Inc. ($41K).Learn more on Willamette Valley Vineyards' institutional investors.

12.24% of Willamette Valley Vineyards' stock is owned by institutional investors. Learn more on WVVI's institutional investor holdings.

The following institutional investors have purchased Willamette Valley Vineyards' stock in the last 24 months: Northwestern Mutual Wealth Management Co. ($342.04K), FreeGulliver LLC ($101.97K), Teton Advisors LLC ($23K), EP Wealth Advisors LLC ($15.79K), Susquehanna International Group LLP ($10.74K), and Raymond James Financial Inc. ($7.36K).

Institutional investors have bought a total of 436,193 shares in the last 24 months. This purchase volume represents approximately $1.46M in transactions.


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This page (NASDAQ:WVVI) was last updated on 5/20/2026 by MarketBeat.com Staff.
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