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Buy Day today: Neutral (46) Mixed market breadth · no major macro event
WVVI

Willamette Valley Vineyards Inc

Consumer Defensive · Beverages - Wineries & Distilleries

1.80$ -0.6% vs. previous close Closing price · As of: Oct 30, 2026

Ownership

Ownership Structure

Who owns Willamette Valley Vineyards Inc (WVVI)? This page shows the largest institutions and funds, the ownership structure and the latest insider transactions. 78.8% of the shares are freely tradable; institutional investors hold 12.4%.

Institutional ownership ?Share of the stock held by institutional investors (funds, banks, insurers) according to regulatory filings. 12.4%
Insiders ?Share of the stock held by the executives, founders and major shareholders of the company itself. 17.8%
Float ?Share of stock freely tradable on the market — not locked up in the hands of founders, insiders, or major shareholders. 78.8%
Short % of float ?Shares sold short as a percentage of the freely tradable float — high values signal many bets on falling prices. 0.2%
Shares Outstanding ?Total number of shares issued. Price times share count gives market cap. 5Mio.

Largest Shareholders

Institutions

Institutions WVVI
Name Stake (%) Shares Change (%) Date
Vanguard Capital Management, LLC 3.99 198,896 +0.0 06/30/2026
Renaissance Technologies Corp 1.27 63,352 -4.1 06/30/2026
Next Capital Management LLC 1.10 54,800 +0.0 06/30/2026
Geode Capital Management, LLC 0.72 35,798 -2.5 06/30/2026
Dimensional Fund Advisors, Inc. 0.56 27,905 -1.8 06/30/2026
Vanguard Fiduciary Trust Co 0.52 25,866 -0.2 06/30/2026
Teton Advisors, LLC 0.41 20,500 +0.0 06/30/2026

Funds

Funds WVVI
Name Stake (%) Shares Change (%) Date
CL Disciplined Growth Private 4.96 247,000 +0.0 09/30/2026
Vanguard MStar Total Stk Mkt Idx Invest 3.00 149,173 +0.0 09/30/2026
TETON Westwood Mighty Mites AAA 0.41 20,500 +0.0 06/30/2026

Largest reported positions according to regulatory filings; stake as a percentage of shares outstanding, change versus the previous filing. Source: fundamentals data.

Insider holdings

Insider holdings WVVI
Person Role Shares Value As of Type
Riccardi Chris Director 491,661 884,990 $ Oct 1, 2026 direct
Bernau James W President 380,001 684,002 $ Oct 1, 2026 direct
Osborn Michael Jordan Chief Executive Officer 35,000 63,000 $ Oct 2, 2026 both
Voorhies Gregory William Director 30,000 54,000 $ Oct 5, 2026 direct
Hazlett John Walter Chief Financial Officer 10,000 18,000 $ Oct 12, 2026 direct

Holdings as of each person's most recent SEC Form 4 filing — excluding options and RSUs, which are not shares yet. Holdings may have changed between two filings.

Insiders

Insider Transactions

Insider Transactions
Date Person Role Type Shares Price Value
Oct 12, 2026 Hazlett John Walter Chief Financial Officer Buy 2,004 2.05 4,108
Oct 9, 2026 Hazlett John Walter Chief Financial Officer Buy 319 2.10 670
Oct 9, 2026 Hazlett John Walter Chief Financial Officer Buy 1,400 2.09 2,926
Oct 9, 2026 Hazlett John Walter Chief Financial Officer Buy 600 2.07 1,242
Oct 9, 2026 Hazlett John Walter Chief Financial Officer Buy 631 2.05 1,294
Oct 9, 2026 Hazlett John Walter Chief Financial Officer Buy 250 2.04 510
Oct 9, 2026 Hazlett John Walter Chief Financial Officer Buy 126 2.02 255
Oct 9, 2026 Hazlett John Walter Chief Financial Officer Buy 174 2.01 350
Oct 9, 2026 Hazlett John Walter Chief Financial Officer Buy 296 2.00 591
Oct 9, 2026 Hazlett John Walter Chief Financial Officer Buy 100 2.02 202
Oct 9, 2026 Hazlett John Walter Chief Financial Officer Buy 336 2.00 672
Oct 9, 2026 Hazlett John Walter Chief Financial Officer Buy 750 1.97 1,478
Oct 9, 2026 Hazlett John Walter Chief Financial Officer Buy 599 1.96 1,174
Oct 9, 2026 Hazlett John Walter Chief Financial Officer Buy 315 1.95 614
Oct 9, 2026 Hazlett John Walter Chief Financial Officer Buy 2,000 1.96 3,920
Oct 7, 2026 Osborn Michael Jordan Chief Executive Officer Buy 450 1.97 887
Oct 7, 2026 Osborn Michael Jordan Chief Executive Officer Buy 336 1.97 662
Oct 7, 2026 Osborn Michael Jordan Chief Executive Officer Buy 214 1.97 421
Oct 7, 2026 Osborn Michael Jordan Chief Executive Officer Buy 216 1.88 406
Oct 7, 2026 Osborn Michael Jordan Chief Executive Officer Buy 84 1.95 164
Oct 7, 2026 Osborn Michael Jordan Chief Executive Officer Buy 60 1.95 117
Oct 7, 2026 Osborn Michael Jordan Chief Executive Officer Buy 1 1.95 2
Oct 7, 2026 Osborn Michael Jordan Chief Executive Officer Buy 294 1.95 573
Oct 7, 2026 Osborn Michael Jordan Chief Executive Officer Buy 345 1.95 673
Oct 7, 2026 Osborn Michael Jordan Chief Executive Officer Buy 1,000 1.90 1,895
Oct 5, 2026 Voorhies Gregory William Director Buy 2,000 1.95 3,900
Oct 2, 2026 Voorhies Gregory William Director Buy 2,000 1.95 3,900
Oct 2, 2026 Osborn Michael Jordan Chief Executive Officer Buy 168 1.96 329
Oct 2, 2026 Osborn Michael Jordan Chief Executive Officer Buy 135 2.00 270
Oct 2, 2026 Osborn Michael Jordan Chief Executive Officer Buy 4,253 1.98 8,421
Oct 2, 2026 Osborn Michael Jordan Chief Executive Officer Buy 100 1.96 196
Oct 2, 2026 Osborn Michael Jordan Chief Executive Officer Buy 189 1.94 367
Oct 2, 2026 Osborn Michael Jordan Chief Executive Officer Buy 3,241 1.84 5,963
Oct 2, 2026 Osborn Michael Jordan Chief Executive Officer Buy 1 1.85 2
Oct 2, 2026 Osborn Michael Jordan Chief Executive Officer Buy 980 1.90 1,862
Oct 2, 2026 Osborn Michael Jordan Chief Executive Officer Buy 32 1.80 58
Oct 2, 2026 Osborn Michael Jordan Chief Executive Officer Buy 129 1.81 233
Oct 2, 2026 Osborn Michael Jordan Chief Executive Officer Buy 150 1.82 273
Oct 2, 2026 Osborn Michael Jordan Chief Executive Officer Buy 21 1.83 38
Oct 2, 2026 Osborn Michael Jordan Chief Executive Officer Buy 300 1.79 537
Oct 1, 2026 Riccardi Chris Director Buy 2,200 1.80 3,960
Oct 1, 2026 Bernau James W President Buy 900 1.71 1,539
Oct 1, 2026 Bernau James W President Buy 189 1.75 331
Oct 1, 2026 Bernau James W President Buy 55 1.75 96
Oct 1, 2026 Bernau James W President Buy 300 1.75 525
Oct 1, 2026 Bernau James W President Buy 500 1.75 875
Oct 1, 2026 Bernau James W President Buy 211 1.73 365
Oct 1, 2026 Bernau James W President Buy 2,200 1.71 3,762
Oct 1, 2026 Bernau James W President Buy 100 1.73 173
Oct 1, 2026 Bernau James W President Buy 145 1.75 254

Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character. View all insider transactions →

Data as of: October 30, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)

Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.

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