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$WVVI
$1.91 +$0.01 (0.53%) Close

Ownership

13F as of Q2 2026 · 5.0M shares outstanding

Who owns WVVI?

By type of holder
Institutions 11.0% Insiders 37.0% Everyone else 52.0%
Concentration Top 10 holders own 44.3%
Bernau James W 25.0% · Riccardi Chris 9.9%
Institutional ownership
11.0%
-0.4 pts vs last qtr
Institutional holders
35
0 vs last qtr
Net shares bought
−18.0K
by institutions in Q2 2026
New / sold out
4 / 4
positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026
  • Citadel Advisors LLC NEW +14.4K
  • Farther Finance Advisors, LLC +3.3K

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Biggest sellers in Q2 2026
  • Creative Planning SOLD OUT −15.6K
  • BlackRock, Inc. SOLD OUT −11.9K

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Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Willamette Valley Vineyards Inc in the last 12 months.

Is your stake being diluted?

Diluted share count, FY2011–FY2017
+1.8%
+0.30% a year
Each share's claim on the business
−1.8%
shrank without buying or selling a share
Spent on buybacks vs paid in stock
$1.68M vs $89.4K
over 7 fiscal years
Diluted shares, split-adjusted
4.7M4.9M5.0M2011: 4.9M shares'112012: 4.9M shares'122013: 4.9M shares'132014: 4.9M shares'142015: 5.0M shares'152016: 5.0M shares'162017: 5.0M shares'17
Buybacks Stock-based comp
$0$263.4K$526.9K2011 buybacks: $02011 stock comp: $9.0K'112012 buybacks: $319.2K2012 stock comp: $18.0K'122013 buybacks: $105.9K2013 stock comp: $22.8K'132014 buybacks: $02014 stock comp: $21.2K'142015 buybacks: $250.5K2015 stock comp: $17.7K'152016 buybacks: $526.9K2016 stock comp: $748'162017 buybacks: $480.7K2017 stock comp: $0'17

How patient are the owners?

Institutional shares by how long they've been held
5+ years85% 3–5 years4% 1–3 years1% Under 1 year9%
Quarterly turnover
5.1%
of institutional shares changed hands
Top 10 managers, median time held
5 years

Super Investors

Investment managers reporting WVVI on Form 13F
VC
Vanguard Capital Management LLC
Shares
198.9K
% of company
3.99%
Change vs last qtr
Unchanged
Held since
≤2021
RT
Renaissance Technologies LLC
Shares
63.4K
% of company
1.27%
Change vs last qtr
−2.7K (−4.1%)
Held since
≤2021

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Institutional Funds

Mutual funds and ETFs reporting WVVI on Form N-PORT; together they hold 6.2% of the company
VT
Vanguard Total Stock Market Index Fund
Vanguard Index Funds
Position value
$374K
% of company
3.00%
% of the fund
0.00%
As of
June 30, 2026
VE
Vanguard Extended Market Index Fund
Vanguard Index Funds
Position value
$125K
% of company
1.00%
% of the fund
0.00%
As of
June 30, 2026

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Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G
BJ
Bernau James W
Insider
Shares
1.2M
% of company
24.98%
Change vs last qtr
—
Held since
—
RC
Riccardi Chris
Insider
Shares
491.7K
% of company
9.87%
Change vs last qtr
—
Held since
—

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