Willamette Valley Vineyards (WVVI) — Institutional Investor Activity (Q2 2026)

WVVI ranks #7020 out of 37503 tracked stocks by institutional interest, inside the more closely watched half of our coverage.

WVVI is a disclosed holding of Jim Simons (Renaissance Technologies), one of the tracked superinvestors on AlphaSMO — it makes up 0.0% of that fund's own 13F portfolio.

36 institutions disclose a position in WVVI, but none treat it as a major bet — even Next Capital Management LLC, its most concentrated holder, allocates just 0.0% of its own portfolio to it.

UBS Group AG has added to its WVVI position for two straight quarters, increasing it by $2.2K to reach $4.7K today.

Jim Simons has trimmed its WVVI position for two straight quarters, cutting it by $50.4K while still holding $159.0K.

WVVI reported a net loss of $2.2M over the trailing twelve months.

• Not yet profitable — net loss of $2.2M over the trailing twelve months
• Revenue declined 1.6% year over year
• Net income declined year over year, from -$428.3K to -$2.2M
• Operating cash flow was negative, using $1.8M in cash
• Current ratio of 2.70x — enough short-term assets to cover short-term liabilities
• Liabilities run 4.81x equity — a highly leveraged balance sheet worth noting