WILLAMETTE VALLEY VINEYARDS INC - Common Stock, no par value (WVVI)

Historical Holders from Q1 2014 to Q2 2025

Symbol
WVVI on Nasdaq
CUSIP
969136100
Type / Class
Equity / Common Stock, no par value
Shares outstanding
5M
All holders as of June 30, 2025
Q2 2025
Total 13F shares, excl. options
693K
Holdings value
$3.83M
% of all portfolios
0%
Grand Portfolio weight change
+0%
Number of holders
38
Number of buys
13
Number of sells
-4
Average Value change %
+0%
Average buys %
+0%
Average sells %
0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of WILLAMETTE VALLEY VINEYARDS INC - Common Stock, no par value (WVVI)

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
THOMA CARL D 1% $287K 50K Carl D. Thoma Jun 30, 2025

Institutional Holders of WILLAMETTE VALLEY VINEYARDS INC - Common Stock, no par value (WVVI)

Period Reported Shares, Excl. Options Value, Excl. Options Change Price Investors
2025 Q2 693K $3.83M +$317K $5.54 38
2025 Q1 635K $3.77M +$372K $5.94 36
2024 Q4 578K $1.94M -$98.6K $3.35 34
2024 Q3 607K $2.11M +$96.00 $3.48 33
2024 Q2 611K $2.4M +$61.3K $3.93 34
2024 Q1 595K $3.08M -$9.43K $5.24 33
2023 Q4 596K $3.18M -$49.3K $5.35 32
2023 Q3 604K $3.53M +$66.4K $5.84 28
2023 Q2 593K $3.39M -$254K $5.70 29
2023 Q1 634K $3.85M -$196K $6.05 30
2022 Q4 665K $3.97M +$135K $5.97 31
2022 Q3 617K $3.81M -$85.4K $6.17 26
2022 Q2 429K $2.69M -$291K $6.28 25
2022 Q1 690K $6.24M +$99.3K $9.05 34
2021 Q4 681K $5.9M +$526K $8.67 30
2021 Q3 613K $7.79M +$74.9K $12.70 28
2021 Q2 593K $8.11M +$2.31M $13.67 28
2021 Q1 440K $3.98M +$221K $9.05 29
2020 Q4 335K $2.13M +$85.5K $6.36 19
2020 Q3 287K $1.76M +$45.3K $6.15 19
2020 Q2 280K $1.69M +$15.5K $6.03 20
2020 Q1 358K $1.73M +$36.2K $4.85 20
2019 Q4 349K $2.42M -$479K $6.89 19
2019 Q3 418K $2.9M -$134K $6.91 21
2019 Q2 443K $3.06M +$147K $6.91 22
2019 Q1 443K $3.19M +$91.1K $7.21 24
2018 Q4 430K $2.96M -$297K $6.89 22
2018 Q3 369K $2.92M -$43.7K $7.91 22
2018 Q2 373K $3.19M +$236K $8.55 21
2018 Q1 345K $2.74M -$70.4K $7.95 19
2017 Q4 358K $2.96M +$270K $8.26 20
2017 Q3 326K $2.57M -$95.5K $7.90 21
2017 Q2 337K $2.72M +$197K $8.08 21
2017 Q1 313K $2.5M +$246K $8.00 21
2016 Q4 287K $2.3M -$48.1K $8.00 23
2016 Q3 293K $2.34M -$291K $7.99 23
2016 Q2 330K $2.77M +$197K $8.39 25
2016 Q1 306K $2.12M -$32.8K $6.91 23
2015 Q4 261K $1.85M -$6.65K $7.08 20
2015 Q3 265K $1.77M +$114K $6.67 19
2015 Q2 248K $1.72M +$44.3K $6.91 17
2015 Q1 241K $1.43M +$80.6K $5.95 11
2014 Q4 260 $2K $0 $7.69 1
2014 Q3 0 $0 -$3K 0
2014 Q2 224K $1.32M -$22.6K $5.81 11
2014 Q1 228K $1.48M +$28.4K $6.49 12