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WVVI · NASDAQ · Beverages - Wineries & Distilleries

Willamette Valley Vineyards (WVVI)

Estate-grown Oregon wines sold through hospitality, clubs and distributors.

$1.90
vs last close−0.07 (−3.55%)

13F · 13D/G · Form 4

Institutions11.07%551.3K shares
36 holders · as of Jun 30, 2026
Insiders19.34%963.2K shares
10 holders · as of Sep 22, 2026
Other69.59%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

13F · 13D/G · Form 4

HolderStakeSharesDate
Chris RiccardiInsiderdirector
9.82%488,744filed Sep 22, 2026
James W. BernauInsiderdirector, officer: President
7.52%374,501filed Nov 24, 2025
Vanguard Capital Management LLCInstitution
3.99%198,896as of Jun 30, 2026
Renaissance Technologies LLCInstitution
1.27%63,352as of Jun 30, 2026
Next Capital Management LLCInstitution
1.10%54,800as of Jun 30, 2026
Geode Capital Management, LLCInstitution
0.72%35,798as of Jun 30, 2026
Dimensional Fund Advisors LPInstitution
0.56%27,905as of Jun 30, 2026
Vanguard Fiduciary Trust CoInstitution
0.52%25,866as of Jun 30, 2026
Gregory William VoorhiesInsiderdirector
0.48%24,000filed Jul 16, 2026
Teton Advisors, LLCInstitution
0.41%20,500as of Jun 30, 2026
Gabelli Funds LLCInstitution
0.40%20,000as of Jun 30, 2026
Michael Jordan OsbornInsiderofficer: Chief Executive Officer
0.40%20,000filed Mar 19, 2026
Ep Wealth Advisors, LLCInstitution
0.32%16,168as of Jun 30, 2026
Citadel Advisors LLCInstitution
0.29%14,417as of Jun 30, 2026
James Investment Research IncInstitution
0.26%12,921as of Jun 30, 2026
Newedge Advisors, LLCInstitution
0.26%12,921as of Jun 30, 2026
Sean M. CaryInsiderdirector
0.23%11,500filed Jun 18, 2026
James L. EllisInsiderdirector
0.23%11,500filed May 26, 2026
Craig Alan SmithInsiderdirector
0.23%11,500filed May 26, 2026
Stanley G. TurelInsiderdirector
0.23%11,500filed May 26, 2026
Price T Rowe Associates Inc /MD/Institution
0.22%10,850as of Jun 30, 2026
State Street CorpInstitution
0.21%10,700as of Jun 30, 2026
John Alphonsus FerryInsiderofficer: CFO
0.11%5,500filed May 26, 2026
Steward Partners Investment Advisory, LLCInstitution
0.10%5,049as of Jun 30, 2026
Sarah Alice RoseInsiderdirector
0.09%4,500filed May 26, 2026

13F, as of Jun 30, 2026

36 holders · 551.3K shares · 5 new positions · 12 increased · 6 reduced · 4 closed

HolderShares% outstandingChg q/qFiled
Vanguard Capital Management LLC198.9K3.99%0Aug 13, 2026
Renaissance Technologies LLC63.4K1.27%−2.7KAug 13, 2026
Next Capital Management LLC54.8K1.10%0Aug 3, 2026
Geode Capital Management, LLC35.8K0.72%−911Aug 12, 2026
Dimensional Fund Advisors LP27.9K0.56%−498Aug 11, 2026
Vanguard Fiduciary Trust Co25.9K0.52%−50Aug 13, 2026
Teton Advisors, LLC20.5K0.41%0Aug 12, 2026
Gabelli Funds LLC20.0K0.40%0Aug 12, 2026

13D/G · 5% or more, as filed

No 13D/G filer at 5% or more on record.

Form 4

Latest trades

DateInsiderTypeSharesAvg priceOwned after
Sep 16, 2026
Chris Riccardidirector
Purchase · 7 lots2,100$1.88488,744
Dec 10, 2025
Michael Jordan Osbornofficer: CEO
Purchase · 2 lots1,000$2.943,000
Dec 11, 2025
Michael Jordan Osbornofficer: CEO
Purchase · 6 lots2,000$2.925,000
Nov 24, 2025
Stanley G. Tureldirector
Purchase · 2 lots2,000$2.5920,427
Nov 21, 2025
James W. Bernaudirector, officer: President
Purchase · 3 lots4,121$2.59374,501

House and Senate disclosures

Not reported.