WILLAMETTE VALLEY VINEYARDS (WVVI) is held by 23 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is VANGUARD CAPITAL MANAGEMENT LLC as of Q1 2026.

Are institutions buying or selling WVVI?

In Q1 2026, 7 institutions opened or increased positions in WILLAMETTE VALLEY VINEYARDS while 9 reduced or exited — a net selling quarter.

What is the Smart Money Verdict on WVVI?

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for WILLAMETTE VALLEY VINEYARDS.

How many hedge funds hold WVVI?

23 institutional investors report holding WILLAMETTE VALLEY VINEYARDS (WVVI) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into WVVI?

As of Q1 2026, tracked institutions in WILLAMETTE VALLEY VINEYARDS show 7 buyers versus 9 sellers — net outflows.

WILLAMETTE VALLEY VINEYARDS

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

Holders

Avg rating(8 Elite)

$1.2M

Total Value

44% (25)

Fund Consensus

7 buying - 9 selling

Smart Money Verdict

View all

Held by 23 funds

8 elite

Who's Trading

InsiderOJOsborn Michael JordanBuy $3KDec 11, 2025

InsiderOJOsborn Michael JordanBuy $26.82Dec 11, 2025

InsiderOJOsborn Michael JordanBuy $26.19Dec 11, 2025

InsiderOJOsborn Michael JordanBuy $262.194Dec 11, 2025

InsiderOJOsborn Michael JordanBuy $1KDec 11, 2025

InsiderOJOsborn Michael JordanBuy $1KDec 10, 2025

InsiderTGTUREL STANLEY GBuy $261Nov 24, 2025

ActivistCDCarl D. Thoma1.0%Aug 8, 2025

View all insider trades View all activist filings

13F: Mar 31, 2026Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
VAVANGUARD CAPITAL MANAGEMENT LLC	New	198,896	$511,163	0.0%	+11.83%	37
RENAISSANCE TECHNOLOGIES LLC	Decreased	66,052(-3.8%)	$169,754	0.0%	-61.70%	0
GEODE CAPITAL MANAGEMENT, LLC	Decreased	36,709(-3.4%)	$94,375	0.0%	-72.39%	0
DIMENSIONAL FUND ADVISORS LP	Decreased	28,403(-9.3%)	$72,995	0.0%	-51.18%	0
VFVANGUARD FIDUCIARY TRUST CO	New	25,916	$66,604	0.0%	+11.83%	32
GABELLI FUNDS LLC	Unchanged	20,000	$51,400	0.0%	-59.36%	0
EP Wealth Advisors, LLC	Unchanged	15,792	$40,585	0.0%	-3.62%	0
Creative Planning	Increased	15,611(+0.1%)	$40,120	0.0%	-60.95%	14
NewEdge Advisors, LLC	Unchanged	12,921	$33,207	0.0%	-52.20%	0
BlackRock, Inc.	Increased	11,887(+8.9%)	$30,549	0.0%	-41.65%	15
PRICE T ROWE ASSOCIATES INC /MD/	Unchanged	10,850	$28,000	0.0%	-50.92%	0
STATE STREET CORP	Unchanged	10,700	$27,499	0.0%	-45.34%	0
WELLS FARGO & COMPANY/MN	Decreased	7,200(-25.8%)	$18,504	0.0%	-34.11%	0
Steward Partners Investment Advisory, LLC	Decreased	4,749(-0.5%)	$12,205	0.0%	-29.86%	0
NATIONAL BANK OF CANADA /FI/	Unchanged	2,100	$5,397	0.0%	-50.75%	0
MORGAN STANLEY	Unchanged	1,925	$4,947	0.0%	-24.77%	0
UBS Group AG	Increased	1,520(+84.0%)	$3,906	0.0%	-28.92%	15
JONES FINANCIAL COMPANIES LLLP	Increased	1,290(+8.4%)	$3,238	0.0%	-30.98%	10
Allworth Financial LP	Decreased	877(-18.6%)	$2,254	0.0%	-40.23%	0
Farther Finance Advisors, LLC	Unchanged	436	$1,149	0.0%	-49.85%	0