Go Pro
→ Major Buy Alert Issued for August 31st (From TradeSmith) (Ad)tc pixel Free WVVI Stock Alerts

Willamette Valley Vineyards (WVVI) Institutional Ownership

Willamette Valley Vineyards logo
$2.24 +0.03 (+1.36%)
As of 08/28/2026 04:00 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Willamette Valley Vineyards (NASDAQ:WVVI)

Current
Institutional Ownership
Percentage
12.24%
Number of
Institutional Buyers
(last 12 months)
4
Total
Institutional Inflows
(last 12 months)
$1.25M
Number of
Institutional Sellers
(last 12 months)
0
Get WVVI Insider Trade Alerts

Want to know when executives and insiders are buying or selling Willamette Valley Vineyards stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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
8/12/2026 EP Wealth Advisors LLC16,168$41K0.0%N/A0.324%
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%


WVVI Institutional Ownership - Frequently Asked Questions

During the previous two years, the following institutional investors and hedge funds held shares of Willamette Valley Vineyards shares: Northwestern Mutual Wealth Management Co. ($1.04M), FreeGulliver LLC ($563K), Renaissance Technologies LLC ($249K), Teton Advisors LLC ($82K), EP Wealth Advisors LLC ($41K), Raymond James Financial Inc. ($41K), and Susquehanna International Group LLP ($39K).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), EP Wealth Advisors LLC ($31.96K), Teton Advisors LLC ($23K), Susquehanna International Group LLP ($10.74K), and Raymond James Financial Inc. ($7.36K).

Institutional investors have bought a total of 407,745 shares in the last 24 months. This purchase volume represents approximately $1.25M in transactions.


Related Companies

Institutional ownership data for NASDAQ:WVVI is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/12/2026. New 13F filings are added each quarter as they're published.
From Our Partners
Hormuz tanker traffic collapses as the oil crisis deepens
Tanker traffic through Hormuz has plunged from 110-130 daily transits to near zero, while 17% of Qatar's LNG c...
Golden Portfolio | Sponsoredtc pixel
The retirement stock I'd buy before Nvidia today
In 2014, Marc Chaikin pointed readers toward Nvidia. Now the 60-year Wall Street veteran and creator of the Ch...
Chaikin Analytics | Sponsoredtc pixel
The REAL Reason Trump is Invading Iran
For a moment… Forget about Trump’s ties to Israel. Forget about reports of Iran’s nuclear program. Be...
Banyan Hill Publishing | Sponsoredtc pixel
Look at this $5 stock’s address
A small public company trading under $5 a share operates inside the secure perimeter of Kennedy Space Center, ...
Freedom Financial | Sponsoredtc pixel
A $382 trillion migration and the position no one is talking about
Trump just signed a law requiring America's entire $382 trillion financial system to migrate to a new money ne...
Awesomely | Sponsoredtc pixel
Tim Plaehn's rule-breaking approach to weekly gold income
For 20 years, Chief Income Strategist Tim Plaehn refused to own anything that didn't pay income, including gol...
Investors Alley | Sponsoredtc pixel
SPDR Gold just lost $14 billion.
Investors pulled 2.9 billion dollars from the world's largest gold fund in a single day this March, pushing to...
Behind the Markets | Sponsoredtc pixel
Buy These Stocks Before August 31st
Keith Kaplan has invested $17 million into his own AI research platform, now used by 180,000 investors worldwi...
TradeSmith | Sponsoredtc pixel