WILLAMETTE VALLEY VINEYARDS

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WVVI·969136100·US·Common Stock·Consumer Defensive - Beverages - Wineries & Distilleries-13D/G

WVVI (WILLAMETTE VALLEY VINEYARDS) is held by 25 institutional investors as of Q2 2026. Largest holders: VANGUARD CAPITAL MANAGEMENT LLC ($499,229), RENAISSANCE TECHNOLOGIES LLC ($159,014), GEODE CAPITAL MANAGEMENT, LLC ($89,887). Net institutional sentiment: Mixed.

25

Holders

(3 Elite)

$1.1M

Total Value

53% (17)

Consensus

9 buying - 8 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)65

Insider (Form 4)44

Activist (13D/13G)59

Congressional (STOCK Act)41

Holder Quality

71

★★★★★

Elite

87

★★★★

Strong

79

★★★

Solid

37

★★

Below

72

★

Weak

Held by 25 funds

3 elite

Who's Trading

Source dates: Price Aug 27, 2026 · Insiders Dec 16, 2025 · Activists Aug 8, 2025 · Congress none

InsiderOJOsborn Michael JordanBuy $262.194Dec 11, 2025

InsiderOJOsborn Michael JordanBuy $26.19Dec 11, 2025

InsiderOJOsborn Michael JordanBuy $1KDec 11, 2025

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Top Holders

Top Holders (25)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
VAVANGUARD CAPITAL MANAGEMENT LLC	Unchanged	198,896	$499,229	0.0%	-14.12%	0
RENAISSANCE TECHNOLOGIES LLC	Decreased	63,352(-4.1%)	$159,014	0.0%	-70.59%	0
GEODE CAPITAL MANAGEMENT, LLC	Decreased	35,798(-2.5%)	$89,887	0.0%	-78.80%	0
DIMENSIONAL FUND ADVISORS LP	Decreased	27,905(-1.8%)	$70,042	0.0%	-62.51%	0
VFVANGUARD FIDUCIARY TRUST CO	Decreased	25,866(-0.2%)	$64,924	0.0%	-14.12%	0
GABELLI FUNDS LLC	Unchanged	20,000	$50,200	0.0%	-68.79%	0
EP Wealth Advisors, LLC	Increased	16,168(+2.4%)	$40,582	0.0%	-25.69%	21
CITADEL ADVISORS LLC	New	14,417	$36,187	0.0%	-10.36%	30
NewEdge Advisors, LLC	Unchanged	12,921	$32,432	0.0%	-63.30%	0
STATE STREET CORP	Unchanged	10,700	$26,857	0.0%	-58.02%	0
Steward Partners Investment Advisory, LLC	Increased	5,049(+6.3%)	$12,673	0.0%	-44.83%	19
Farther Finance Advisors, LLC	Increased	3,760(+762.4%)	$9,437	0.0%	-22.32%	27
MGMERCER GLOBAL ADVISORS INC /ADV	New	2,650	$6,652	0.0%	-10.36%	24
WELLS FARGO & COMPANY/MN	Decreased	2,200(-69.4%)	$5,522	0.0%	-49.40%	0
NATIONAL BANK OF CANADA /FI/	Unchanged	2,100	$5,040	0.0%	-62.18%	0
MORGAN STANLEY	Increased	1,930(+0.3%)	$4,845	0.0%	-42.17%	10
UBS Group AG	Increased	1,869(+23.0%)	$4,691	0.0%	-41.11%	12
JONES FINANCIAL COMPANIES LLLP	Decreased	1,190(-7.8%)	$2,606	0.0%	-47.00%	0
Allworth Financial LP	Unchanged	877	$2,202	0.0%	-54.10%	0
FMR LLC	New	400	$1,004	0.0%	-10.36%	17

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WVVIWILLAMETTE VALLEY VINEYARDS

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer