Willamette Valley Vineyards, Inc. (WVVI) Ownership
WVVI ownership summary
as of October 18, 2026- Institutions
- 12.1% of shares outstanding
- Insiders
- 18.75% of shares outstanding
- Shares outstanding
- 5.0M
- Float
- 3.9M shares available to trade
- Short interest
- 0.22% 10K shares short
- Days to cover
- 1.10 short interest up 35.9% vs prior month
- Institutions 12.09%
- Insiders 18.75%
- Other investors 69.16%
WVVI top institutional holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | Vanguard Capital Management, LLC | 3.99% | 199K | $407,737 | — | June 30, 2026 |
| 2 | Renaissance Technologies Corp | 1.27% | 63K | $129,872 | −2,700 (−4.1%) | June 30, 2026 |
| 3 | Next Capital Management LLC | 1.10% | 55K | $112,340 | — | June 30, 2026 |
| 4 | Geode Capital Management, LLC | 0.72% | 36K | $73,386 | −911 (−2.5%) | June 30, 2026 |
| 5 | Dimensional Fund Advisors, Inc. | 0.56% | 28K | $57,205 | −498 (−1.8%) | June 30, 2026 |
| 6 | Vanguard Fiduciary Trust Co | 0.52% | 26K | $53,025 | −50 (−0.2%) | June 30, 2026 |
| 7 | Teton Advisors, LLC | 0.41% | 20K | $42,025 | — | June 30, 2026 |
| 8 | Gabelli Funds LLC | 0.40% | 20K | $41,000 | — | June 30, 2026 |
| 9 | EP Wealth Advisors, Inc. | 0.32% | 16K | $33,144 | +376 (+2.4%) | June 30, 2026 |
| 10 | Citadel Advisors Llc | 0.29% | 14K | $29,555 | +14,417 (0.0%) | June 30, 2026 |
| 11 | James Investment Research, Inc. | 0.26% | 13K | $26,488 | — | June 30, 2026 |
| 12 | Goss Wealth Management LLC | 0.26% | 13K | $26,488 | — | June 30, 2026 |
| 13 | T. Rowe Price Associates, Inc. | 0.22% | 11K | $22,242 | — | June 30, 2026 |
| 14 | State Street Corp | 0.21% | 11K | $21,935 | — | June 30, 2026 |
| 15 | Steward Partners Investment Advisory, LLC | 0.10% | 5,049 | $10,350 | +300 (+6.3%) | June 30, 2026 |
| 16 | Mercer Global Advisors Inc. | 0.05% | 2,650 | $5,432 | +2,650 (0.0%) | June 30, 2026 |
| 17 | Tower Research Capital LLC | 0.05% | 2,340 | $4,797 | +569 (+32.1%) | June 30, 2026 |
| 18 | Wells Fargo & Co | 0.04% | 2,200 | $4,510 | −5,000 (−69.4%) | June 30, 2026 |
| 19 | NATIONAL BANK OF CANADA /FI/ | 0.04% | 2,100 | $4,305 | — | June 30, 2026 |
| 20 | Morgan Stanley - Brokerage Accounts | 0.04% | 1,930 | $3,956 | +5 (+0.3%) | June 30, 2026 |
Value at the latest close. Change = shares bought or sold in the latest quarterly filing (13F). In the top 20, 6 holders added 18K shares and 5 cut 9,159.
WVVI top mutual fund and ETF holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | CL Disciplined Growth Private | 4.96% | 247K | $506,350 | — | September 30, 2026 |
| 2 | Vanguard MStar Total Stk Mkt Idx Invest | 3.00% | 149K | $305,805 | — | August 31, 2026 |
| 3 | TETON Westwood Mighty Mites AAA | 0.41% | 20K | $42,025 | — | June 30, 2026 |
| 4 | Fidelity Extended Market Index | 0.41% | 20K | $41,783 | −110 (−0.5%) | August 31, 2026 |
| 5 | Gabelli Small Cap Growth AAA | 0.40% | 20K | $41,000 | — | June 30, 2026 |
| 6 | T. Rowe Price Extended Equity Market Idx | 0.22% | 11K | $22,242 | — | September 30, 2026 |
| 7 | Fidelity Total Market Index | 0.13% | 6,424 | $13,169 | — | August 31, 2026 |
| 8 | Fidelity Series Total Market Index | 0.10% | 4,861 | $9,965 | — | August 31, 2026 |
| 9 | DFA US Small Cap Value I | 0.08% | 4,137 | $8,481 | — | August 31, 2026 |
| 10 | DFA US Micro Cap I | 0.08% | 3,868 | $7,929 | — | August 31, 2026 |
| 11 | Dimensional US Targeted Value ETF | 0.05% | 2,597 | $5,324 | — | September 30, 2026 |
| 12 | DFA US Core Equity Class F | 0.04% | 1,900 | $3,895 | — | July 31, 2026 |
| 13 | Dimensional US Small Cap Value ETF | 0.04% | 1,849 | $3,790 | — | September 24, 2026 |
| 14 | Dimensional Global Core Equity USD Acc | 0.03% | 1,248 | $2,558 | — | August 31, 2026 |
| 15 | DFA US Vector Equity Class F | 0.02% | 1,202 | $2,464 | — | July 31, 2026 |
| 16 | Fidelity Nasdaq Composite Index | 0.02% | 1,065 | $2,183 | — | August 31, 2026 |
| 17 | DFA US Core Equity 2 I | 0.02% | 871 | $1,786 | — | August 31, 2026 |
| 18 | DFA US Vector Equity I | 0.02% | 800 | $1,640 | — | August 31, 2026 |
| 19 | Dimensional US Core Equity USD Acc | 0.01% | 507 | $1,039 | — | August 31, 2026 |
| 20 | Dimensional VA US Targeted Value | <0.01% | 206 | $422 | — | August 31, 2026 |
Funds report holdings monthly or quarterly; dates differ by fund.
WVVI insider transactions
latest 6| Date | Name | Transaction | Price | Shares | Value |
|---|---|---|---|---|---|
| 2025-12-11 | Michael Jordan Osborn | Buy | $2.92 | 2,000 | $5,840 |
| 2025-12-10 | Michael Jordan Osborn | Buy | $2.94 | 1,000 | $2,940 |
| 2025-11-24 | Stanley G Turel | Buy | $2.59 | 2,000 | $5,180 |
| 2025-11-21 | James W Bernau | Buy | $2.59 | 4,121 | $10,673 |
| 2025-08-25 | Stanley G Turel | Buy | $4.35 | 250 | $1,088 |
| 2025-08-22 | Stanley G Turel | Buy | $4.10 | 1,000 | $4,100 |
Reported trades by company officers, directors and other filers (including disclosures by members of Congress where EODHD lists them). "—" where the filing gives no share count.
WVVI shares outstanding
Year-end shares outstanding, adjusted for splits.
Who owns WVVI
Institutional investors own 12.1% of Willamette Valley Vineyards's shares and insiders 18.75%. The largest holder is Vanguard Capital Management, LLC with 3.99% of the shares (199K), as of June 30, 2026. Among the top 20 institutions, 6 added shares and 5 reduced their stake in the latest filings. Short interest is 0.22% of the float, or 1.10 days of average trading volume. The share count rose 1.2% since 2014.
Related: WVVI key metrics. See the WVVI stock overview for the latest quote and news.
WVVI ownership FAQ
Who owns the most Willamette Valley Vineyards stock?
The largest shareholders of Willamette Valley Vineyards are Vanguard Capital Management, LLC (3.99%), Renaissance Technologies Corp (1.27%), Next Capital Management LLC (1.10%), Geode Capital Management, LLC (0.72%), Dimensional Fund Advisors, Inc. (0.56%).
What percentage of Willamette Valley Vineyards is owned by institutions?
Institutions hold 12.1% of Willamette Valley Vineyards's shares outstanding; insiders hold 18.75%.
Which funds own Willamette Valley Vineyards?
The largest fund holders of Willamette Valley Vineyards are CL Disciplined Growth Private (4.96%), Vanguard MStar Total Stk Mkt Idx Invest (3.00%), TETON Westwood Mighty Mites AAA (0.41%), Fidelity Extended Market Index (0.41%), Gabelli Small Cap Growth AAA (0.40%).
What is Willamette Valley Vineyards's short interest?
10K shares of Willamette Valley Vineyards were sold short, 0.22% of the float; at the average daily volume it would take 1.10 days to cover.
Are insiders buying or selling Willamette Valley Vineyards?
Of the latest 6 reported insider transactions in Willamette Valley Vineyards (since August 22, 2025), 6 were purchases and 0 were sales.
How many shares of Willamette Valley Vineyards are outstanding?
Willamette Valley Vineyards has 5.0M shares outstanding, of which 3.9M are in the public float.