Willamette Valley Vineyards, Inc.

NasdaqCM:WVVI.P Stock Report

Market Cap: US$16.5m

Willamette Valley Vineyards Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of WVVI.P?
Owner TypeNumber of SharesOwnership Percentage
Institutions606,61312.2%
Individual Insiders1,135,94622.9%
General Public3,221,97064.9%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 34.81% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
7.76%
Chris Riccardi
385,485US$1.3m0%no data
7.46%
James Bernau
370,380US$1.2m1.56%no data
6.77%
Carl Thoma
336,189US$1.1m0%no data
4.53%
The Vanguard Group, Inc.
224,812US$748.6k0%no data
1.56%
Renaissance Technologies LLC
77,652US$258.6k-2.88%no data
1.1%
Next Capital Management, LLC
54,800US$182.5k0%0.07%
0.7%
Geode Capital Management, LLC
34,786US$115.8k2.76%no data
0.6%
Dimensional Fund Advisors LP
29,941US$99.7k-11.1%no data
0.46%
Teton Advisors, LLC
23,000US$76.6k0%0.03%
0.4%
GAMCO Investors, Inc.
20,000US$66.6k0%no data
0.4%
James Ellis
19,865US$66.2k0%no data
0.32%
Susquehanna International Group, LLP, Asset Management Arm
15,686US$52.2k-28.3%no data
0.31%
Creative Planning, LLC
15,600US$51.9k0%no data
0.31%
Clearview Wealth Advisors, LLC
15,574US$51.9k0%0.04%
0.31%
Stan Turel
15,327US$51.0k25.7%no data
0.26%
James Investment Research, Inc.
12,921US$43.0k0%no data
0.26%
NewEdge Advisors, LLC
12,921US$43.0k0%no data
0.22%
T. Rowe Price Group, Inc.
10,850US$36.1k0%no data
0.22%
State Street Global Advisors, Inc.
10,700US$35.6k0%no data
0.2%
Wedbush Asset Management, LLC
10,099US$33.6k0%no data
0.2%
De Lisle Partners Llp
10,000US$33.3k0%0.01%
0.12%
Morgan Stanley, Investment Banking and Brokerage Investments
6,175US$20.6k0%no data
0.1%
Sean Cary
5,200US$17.3k0%no data
0.1%
Steward Partners Investment Advisory, LLC
5,049US$16.8k40.1%no data
0.1%
Wells Fargo & Company, Securities and Brokerage Investments
5,000US$16.6k100%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/22 09:17
End of Day Share Price 2024/12/20 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Willamette Valley Vineyards, Inc. is covered by 0 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution