Willamette Valley Vineyards Ownership | Who Owns Willamette Valley Vineyards?

Willamette Valley Vineyards Ownership Summary

Willamette Valley Vineyards is owned by 12.22% institutional investors, 22.88% insiders, and 64.90% 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 5.68% of its assets in Willamette Valley Vineyards shares.

WVVI Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Willamette Valley Vineyards	12.22%	22.88%	64.90%
Sector	Consumer Defensive Stocks	51.56%	13.97%	34.47%
Industry	Beverages - Wineries & Distilleries Stocks	44.61%	14.31%	41.07%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	224.81K	4.53%	$883.51K
Renaissance	79.95K	1.61%	$314.21K
Next capital management	54.80K	1.10%	$215.36K
Geode capital management	33.85K	0.68%	$133.09K
Dimensional fund advisors lp	33.68K	0.68%	$132.38K
Teton advisors	23.00K	0.46%	$90.39K
Susquehanna group, llp	21.89K	0.44%	$86.02K
Gabelli funds	20.00K	0.40%	$78.60K
Creative planning	15.60K	0.31%	$61.31K
Clearview wealth advisors	15.57K	0.31%	$61.21K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Next capital management	54.80K	0.09%	$215.36K
Clearview wealth advisors	15.57K	0.05%	$61.21K
Teton advisors	23.00K	0.04%	$90.39K
De lisle partners llp	10.00K	0.01%	$39.25K
James investment research	12.92K	0.01%	$50.78K
Clarity asset management	700.00	0.00%	$2.75K
Gabelli funds	20.00K	0.00%	$78.60K
Renaissance	79.95K	0.00%	$314.21K
Wolff wiese magana	144.00	0.00%	$566.00
Newedge advisors	12.92K	0.00%	$50.78K

Top Buyers

Holder	Shares	% Assets	Change
De lisle partners llp	10.00K	0.01%	10.00K
Susquehanna group, llp	21.89K	-	8.95K
Geode capital management	33.85K	-	5.93K
Steward partners investment advisory	3.60K	0.00%	2.50K
Ubs group	1.65K	-	1.21K

Top Sellers

Holder	Shares	% Assets	Change
Blackrock	4.51K	-	-6.26K
Dimensional fund advisors lp	33.68K	-	-3.64K
Morgan stanley	6.97K	-	-1.60K
Renaissance	79.95K	0.00%	-1.10K
Advisor group	1.00K	-	-962.00

New Positions

Holder	Shares	% Assets	Change	Value
De lisle partners llp	10.00K	0.01%	10.00K	$39.25K

Sold Out

Holder	Change
Innealta capital	-280.00
Royal bank of canada	-317.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	33	-2.94%	606,507	-0.72%	12	8.07%	4	-60.00%	6	20.00%
Jun 30, 2024	34	3.03%	610,923	2.66%	12	8.56%	10	25.00%	5	-
Mar 31, 2024	33	-	595,115	-0.16%	11	8.32%	8	-27.27%	5	-16.67%
Dec 31, 2023	33	13.79%	596,088	-1.32%	12	8.11%	11	83.33%	6	20.00%
Sep 30, 2023	29	-3.33%	604,038	1.90%	12	8.53%	6	20.00%	5	-16.67%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
CI Disciplined Growth Private	282.22K	5.68%	-11.04K
Vanguard Total Stock Mkt Idx Inv	152.43K	3.07%	-
Vanguard Institutional Extnd Mkt Idx Tr	72.38K	1.46%	-
TETON Westwood Mighty Mites AAA	23.00K	0.46%	-
Fidelity Extended Market Index	20.49K	0.41%	855.00
Gabelli Small Cap Growth AAA	20.00K	0.40%	-
T. Rowe Price Extended Equity Market Idx	10.85K	0.22%	-
VT De Lisle America B USD	10.00K	0.20%	-
Fidelity Total Market Index	6.46K	0.13%	-
NT Ext Equity Mkt Idx Fd - NL	4.49K	0.09%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Aug 20, 2024	TUREL STANLEY G	-	Buy	$506.25
Aug 21, 2024	TUREL STANLEY G	-	Buy	$7.50K
Aug 21, 2024	BERNAU JAMES W	Chief Executive Officer	Buy	$7.16K
Aug 16, 2024	BERNAU JAMES W	Chief Executive Officer	Buy	$584.60
Aug 22, 2024	BERNAU JAMES W	Chief Executive Officer	Buy	$1.51K

Insider Transactions Trends

Date	Buy	Sell
2024 Q3	9	-
2024 Q2	2	-
2023 Q2	2	-
2022 Q3	-	-
2021 Q4	-	2

WVVI Ownership FAQ

Who Owns Willamette Valley Vineyards?

Willamette Valley Vineyards shareholders are primarily institutional investors at 12.22%, followed by 22.88% insiders and 64.90% retail investors. The average institutional ownership in Willamette Valley Vineyards's industry, Beverages - Wineries & Distilleries Stocks , is 44.61%, 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 (79.95K shares, 1.61%), and Next capital management (54.8K shares, 1.10%). Together, they hold 7.24% 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 0.09% of its assets in 54.8K Willamette Valley Vineyards shares, valued at 215.36K$.

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 5.68% of its total shares outstanding invested in 282.22K 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