Willamette Valley Vineyards
+$371.2K
Net Activity
Data as of: 2026-03-31
Institutions Holding
35
Popularity Rank
#6870
Avg Weight
0.00%
Total Value
$1.4M
35 institutions currently hold WVVI, with 7 net buyers and 11 net sellers this quarter.
Institutional Moves (Q1 2026)
Majority Decreased
Based on recent trading activity
Net Selling Institutions
11
Net Buying Institutions
7
Top 5 by Value
Across its top 20 institutional holders, WVVI's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 5/100, avg. turnover score 26/100).
+$83.0K
Total Buy Value
$567.3K
Total Sell Value
7
Net Buyers
11
Net Sellers
WVVI does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
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No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
2
Filings (14d)
Willamette Valley Vineyards held its 2026 annual meeting on July 11, 2026, with 60.06% of shares represented. Shareholders reelected directors James Bernau and Sean Cary with over 91% of votes cast. They also ratified Baker Tilly as auditor with 97.78% approval and gave advisory approval for executive compensation at 82.34%.
View Full Filing (SEC EDGAR)Willamette Valley Vineyards (WVVI) appointed Christopher Riccardi and Greg Voorhies as directors effective July 11, 2026. They will serve on the board as part of group III with terms expiring at the 2028 annual shareholder meeting. Their compensation follows the standard board compensation plan. No arrangements or transactions requiring disclosure were reported.
View Full Filing (SEC EDGAR)969136100
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,151
Total reported value
$2.1T
3246 13F institutions increased their position this quarter
Institutions Holding
5,958
Total reported value
$1.5T
3029 13F institutions increased their position this quarter
Institutions Holding
5,766
Total reported value
$3.0T
2744 13F institutions increased their position this quarter
Access WVVI's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/WVVICLI
npx alphasmo stocks get WVVI