​

Willamette Valley Vineyards Ownership | Who Owns Willamette Valley Vineyards?

OverviewRevenueFinancialsChart

Willamette Valley Vineyards Ownership Summary

Willamette Valley Vineyards is owned by 8.69% institutional investors, 22.88% insiders, and 68.43% retail investors. Vanguard group is the largest institutional shareholder, holding 4.53% of WVVI shares. CI Disciplined Growth Private is the top mutual fund, with 4.98% of its assets in Willamette Valley Vineyards shares.

WVVI Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockWillamette Valley Vineyards8.69%22.88%68.43%
SectorConsumer Defensive Stocks 43.74%14.93%41.34%
IndustryBeverages - Wineries & Distilleries Stocks 24.46%12.96%62.58%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group224.81K4.53%$753.12K
Renaissance74.35K1.50%$249.08K
Next capital management54.80K1.10%$183.58K
Geode capital management34.79K0.70%$116.58K
Dimensional fund advisors lp29.94K0.60%$100.30K
Teton advisors23.00K0.46%$77.05K
Gabelli funds20.00K0.40%$67.00K
Creative planning15.60K0.31%$52.26K
Clearview wealth advisors15.57K0.31%$52.17K
Newedge advisors12.92K0.26%$43.28K

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Next capital management54.80K0.07%$183.58K
Clearview wealth advisors15.57K0.04%$52.17K
Teton advisors23.00K0.04%$77.05K
James investment research12.92K0.01%$43.28K
Clarity asset management700.000.00%$2.35K
Gabelli funds20.00K0.00%$67.00K
Human investing800.000.00%$2.68K
Renaissance74.35K0.00%$249.08K
Wolff wiese magana144.000.00%$483.00
Newedge advisors12.92K0.00%$43.28K

Top Buyers

HolderShares% AssetsChange
Human investing800.000.00%800.00
Allworth financial lp897.00-600.00
Bank of america corp /de/1.74K-136.00
Geode capital management34.79K--
Parallel advisors300.00--

Top Sellers

HolderShares% AssetsChange
Susquehanna group, llp---15.69K
Wedbush securities---10.10K
De lisle partners llp---10.00K
Blackrock4.51K--6.26K
Renaissance74.35K0.00%-3.30K

New Positions

HolderShares% AssetsChangeValue
Human investing800.000.00%800.00$2.68K

Sold Out

HolderChange
Ubs group-28.00
Innealta capital-280.00
Royal bank of canada-317.00
De lisle partners llp-10.00K
Wedbush securities-10.10K

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 202420-39.39%431,218-28.90%85.82%4-4-33.33%
Sep 30, 202433-2.94%606,507-0.72%128.07%4-60.00%620.00%
Jun 30, 2024343.03%610,9232.66%128.56%1025.00%5-
Mar 31, 202433-595,115-0.16%118.32%8-27.27%5-16.67%
Dec 31, 20233313.79%596,088-1.32%128.11%1183.33%620.00%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
CI Disciplined Growth Private247.00K4.98%-
Vanguard US Total Market Shares ETF152.43K3.07%-
Vanguard Total Stock Mkt Idx Inv152.43K3.07%-
Vanguard Institutional Extnd Mkt Idx Tr72.38K1.46%-
TETON Westwood Mighty Mites AAA23.00K0.46%-
Gabelli Small Cap Growth AAA20.00K0.40%-
Fidelity Extended Market Index19.33K0.39%-123.00
T. Rowe Price Extended Equity Market Idx10.85K0.22%-
VT De Lisle America B USD10.00K0.20%-
Fidelity Total Market Index6.46K0.13%-

Recent Insider Transactions

DateNameRoleActivityValue
Jan 10, 2025ROSE SARAH ALICE-Buy$4.03K
Jan 10, 2025ROSE SARAH ALICE-Buy$14.44K
Dec 19, 2024TUREL STANLEY G-Buy$22.82
Dec 23, 2024TUREL STANLEY G-Buy$4.88K
Dec 19, 2024TUREL STANLEY G-Buy$13.04

Insider Transactions Trends

DateBuySell
2024 Q39-
2024 Q22-
2023 Q22-
2022 Q3--
2021 Q4-2

WVVI Ownership FAQ

Who Owns Willamette Valley Vineyards?

Willamette Valley Vineyards shareholders are primarily institutional investors at 8.69%, followed by 22.88% insiders and 68.43% retail investors. The average institutional ownership in Willamette Valley Vineyards's industry, Beverages - Wineries & Distilleries Stocks , is 24.46%, which Willamette Valley Vineyards falls below.

Who owns the most shares of Willamette Valley Vineyards?

Willamette Valley Vineyards’s largest shareholders are Vanguard group (224.81K shares, 4.53%), Renaissance (74.35K shares, 1.50%), and Next capital management (54.8K shares, 1.10%). Together, they hold 7.13% of Willamette Valley Vineyards’s total shares outstanding.

Does Blackrock own Willamette Valley Vineyards?

BlackRock is not among the top 10 institutional shareholders of Willamette Valley Vineyards.

Who is Willamette Valley Vineyards’s biggest shareholder by percentage of total assets invested?

Next capital management is Willamette Valley Vineyards’s biggest shareholder by percentage of total assets invested, with 0.07% of its assets in 54.8K Willamette Valley Vineyards shares, valued at 183.58K$.

Who is the top mutual fund holder of Willamette Valley Vineyards shares?

CI Disciplined Growth Private is the top mutual fund holder of Willamette Valley Vineyards shares, with 4.98% of its total shares outstanding invested in 247K Willamette Valley Vineyards shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

  • Customize your own personal stocks lists, views and charts

  • Choose from hundreds of fields, up to 15 years of history

  • Conduct deep comparison analysis

  • Discover trending investment themes

  • Find your next best investment

  • Research stocks using tools