Willamette Valley Vineyards (WVVI)
Estate-grown Oregon wines sold through hospitality, clubs and distributors.
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Produces estate-grown Oregon Pinot Noir, sparkling wine and regional labels, monetized through winery hospitality, clubs, e-commerce and wholesale distribution. The model pairs higher-margin direct sales with distributor reach while depending partly on purchased or contracted grapes.
Produces estate-grown Willamette Valley Pinot Noir alongside sparkling, Southern Oregon and Walla Walla wines. The portfolio spans the Willamette Valley Vineyards label, Domaine Willamette, Tualatin Estate Vineyards, Griffin Creek, Pambrun, Maison Bleue and Elton, sold through tasting rooms, wine clubs, e-commerce, events and independent distributors.
Farms and vinifies principally in Oregon, with vineyard and hospitality activity extending into Washington and California. Separately fermented and barreled vineyard lots support single-vineyard wines, while food, tours and club memberships broaden direct relationships. Direct sales capture retail pricing, whereas distributor sales move wine at wholesale rates. Grape supply remains partly external, and production and sales operate under alcohol, tax and agricultural regulation.
Company facts
No analyst consensus on record.
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $589.5K · Total debt $25.7M · Total assets $102.9M · Shareholders' equity $66.4M
- Revenue
- $10.0M
- Operating income
- −$1.4M
- Net income
- −$1.4M
No dividends on record.
| Institutions | 11.07% | 551.3K shares | |
|---|---|---|---|
| 36 holders · as of Jun 30, 2026 | |||
| Insiders | 19.34% | 963.2K shares | |
| 10 holders · as of Sep 22, 2026 | |||
| Other | 69.59% | 3.47M shares | |
| remainder | |||
4.98M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Chris RiccardiInsiderdirector | 9.82% | 488,744 | filed Sep 22, 2026 |
James W. BernauInsiderdirector, officer: President | 7.52% | 374,501 | filed Nov 24, 2025 |
Vanguard Capital Management LLCInstitution | 3.99% | 198,896 | as of Jun 30, 2026 |
Renaissance Technologies LLCInstitution | 1.27% | 63,352 | as of Jun 30, 2026 |
Next Capital Management LLCInstitution | 1.10% | 54,800 | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 16, 2026 | Chris Riccardi | director | +2,100 | $1.88 |
| Dec 10, 2025 | Michael Jordan Osborn | officer: CEO | +1,000 | $2.94 |
| Dec 11, 2025 | Michael Jordan Osborn | officer: CEO | +2,000 | $2.92 |
| Nov 24, 2025 | Stanley G. Turel | director | +2,000 | $2.59 |
| Nov 21, 2025 | James W. Bernau | director, officer: President | +4,121 | $2.59 |
- Constellation Brands
Fine-wine portfolio competing for U.S. shelves and destination buyers.
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Willamette Valley Vineyards | $1.98 | +0.51% | $9.8M | — | — | 0.3 | −1.6% |
| Constellation Brands | $116.16 | −1.22% | $20.08B | 11.2 | 9.9 | 2.2 | −3.3% |
| Median | 11.2 | 9.9 | 2.2 | −3.3% |