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Willamette Valley Vineyards Inc

WVVI
3.615USD
-0.140-3.79%
Close 10/03, 16:00ETQuotes delayed by 15 min
17.95MMarket Cap
LossP/E TTM

Willamette Valley Vineyards Inc

3.615
-0.140-3.79%

More Details of Willamette Valley Vineyards Inc Company

Willamette Valley Vineyards, Inc. owns and operates vineyards, wineries and tasting rooms, and produces and distributes premium, super premium, and ultra-premium wines, primarily Pinot Noir, Pinot Gris, Chardonnay, Riesling and Sparkling wine. The Company has two segments: direct sales and distributor sales. The Direct sales segment includes retail sales in the tasting rooms, wine club sales, online sales, on-site events, kitchen and catering sales and other sales made directly to the consumer without the use of an intermediary. The Distributor sales segment includes all sales through a third party where prices are given at a wholesale rate. The grapes are harvested, fermented and made into wine primarily at the Company's winery in Turner, Oregon and the wines are sold principally under its Willamette Valley Vineyards label, but also under the Domaine Willamette, Griffin Creek, Tualatin Estate, Pambrun, Maison Bleue, Natoma, Metis, Pere Ami and Elton labels.

Willamette Valley Vineyards Inc Info

Ticker SymbolWVVI
Company nameWillamette Valley Vineyards Inc
IPO dateSep 13, 1994
CEOMr. Michael J. (Mike) Osborn
Number of employees161
Security typeOrdinary Share
Fiscal year-endSep 13
Address8800 Enchanted Way S E
CityTURNER
Stock exchangeNASDAQ Capital Market Consolidated
CountryUnited States of America
Postal code97392
Phone15035889463
Websitehttps://www.wvv.com
Ticker SymbolWVVI
IPO dateSep 13, 1994
CEOMr. Michael J. (Mike) Osborn

Company Executives of Willamette Valley Vineyards Inc

Name
Name/Position
Position
Shareholding
Change
Mr. James W. (Jim) Bernau
Mr. James W. (Jim) Bernau
Chairperson of the Board, President
Chairperson of the Board, President
370.38K
--
Mr. James L. Ellis
Mr. James L. Ellis
Director
Director
19.86K
--
Mr. Sean M. Cary
Mr. Sean M. Cary
Independent Director
Independent Director
5.20K
--
Mr. Michael J. (Mike) Osborn
Mr. Michael J. (Mike) Osborn
Chief Executive Officer
Chief Executive Officer
2.00K
--
Mr. Craig Alan Smith, J.D.
Mr. Craig Alan Smith, J.D.
Independent Director, Secretary
Independent Director, Secretary
1.50K
--
Ms. Cara Pepper Day
Ms. Cara Pepper Day
Independent Director
Independent Director
--
--
Mr. Stanley G. (Stan) Turel
Mr. Stanley G. (Stan) Turel
Independent Director
Independent Director
--
--
Ms. Sarah Rose
Ms. Sarah Rose
Independent Director
Independent Director
--
--
Mr. John Ferry
Mr. John Ferry
Chief Financial Officer
Chief Financial Officer
--
--
Name
Name/Position
Position
Shareholding
Change
Mr. James W. (Jim) Bernau
Mr. James W. (Jim) Bernau
Chairperson of the Board, President
Chairperson of the Board, President
370.38K
--
Mr. James L. Ellis
Mr. James L. Ellis
Director
Director
19.86K
--
Mr. Sean M. Cary
Mr. Sean M. Cary
Independent Director
Independent Director
5.20K
--
Mr. Michael J. (Mike) Osborn
Mr. Michael J. (Mike) Osborn
Chief Executive Officer
Chief Executive Officer
2.00K
--
Mr. Craig Alan Smith, J.D.
Mr. Craig Alan Smith, J.D.
Independent Director, Secretary
Independent Director, Secretary
1.50K
--
Ms. Cara Pepper Day
Ms. Cara Pepper Day
Independent Director
Independent Director
--
--

Revenue Breakdown

No Data
No Data
By Business
By Region
No Data

Shareholding Stats

Updated: Sat, May 17
Updated: Sat, May 17
Shareholders
Shareholder Types
Shareholders
Shareholders
Proportion
Riccardi (Christopher)
7.76%
Bernau (James W)
7.46%
The Vanguard Group, Inc.
4.53%
FreeGulliver LLC
2.05%
Renaissance Technologies LLC
1.46%
Other
76.73%
Shareholders
Shareholders
Proportion
Riccardi (Christopher)
7.76%
Bernau (James W)
7.46%
The Vanguard Group, Inc.
4.53%
FreeGulliver LLC
2.05%
Renaissance Technologies LLC
1.46%
Other
76.73%
Shareholder Types
Shareholders
Proportion
Individual Investor
17.33%
Investment Advisor
9.69%
Investment Advisor/Hedge Fund
3.03%
Hedge Fund
1.47%
Research Firm
0.19%
Bank and Trust
0.02%
Other
68.26%

Institutional Shareholding

Updated: Wed, Oct 1
Updated: Wed, Oct 1
Reporting Period
No. of institutions
Shares Held
Proportion
Change
2025Q3
56
715.22K
14.41%
+8.50K
2025Q2
66
1.81M
36.53%
+29.85K
2025Q1
68
1.80M
36.36%
-3.26K
2024Q4
67
1.74M
35.08%
-51.60K
2024Q3
64
1.77M
35.62%
-35.15K
2024Q2
65
1.76M
35.53%
-27.27K
2024Q1
69
1.76M
35.36%
-52.77K
2023Q4
72
1.76M
35.38%
-55.12K
2023Q3
70
1.76M
35.48%
-51.30K
2023Q2
71
1.75M
35.26%
-83.03K
View more

Shareholder Activity

Name
Shares Held
Proportion
Change
Chg %
Date
Riccardi (Christopher)
385.49K
7.76%
--
--
May 08, 2025
Bernau (James W)
370.38K
7.46%
--
--
May 08, 2025
The Vanguard Group, Inc.
224.81K
4.53%
--
--
Jun 30, 2025
FreeGulliver LLC
101.97K
2.05%
+37.25K
+57.57%
Jun 30, 2025
Renaissance Technologies LLC
72.45K
1.46%
-1.10K
-1.50%
Jun 30, 2025
Next Capital Management, LLC
54.80K
1.1%
--
--
Jun 30, 2025
Thoma (Carl D)
50.00K
1.01%
-286.19K
-85.13%
Jun 30, 2025
Geode Capital Management, L.L.C.
37.03K
0.75%
+119.00
+0.32%
Jun 30, 2025
Dimensional Fund Advisors, L.P.
32.44K
0.65%
+998.00
+3.17%
Jun 30, 2025
Teton Advisors, Inc.
23.00K
0.46%
--
--
Jun 30, 2025
View more

Related ETFs

Updated: Thu, Oct 2
Updated: Thu, Oct 2
Name
Proportion
Dimensional US Core Equity 1 ETF
0%
iShares Core S&P Total U.S. Stock Market ETF
0%
iShares Micro-Cap ETF
0%
DFA Dimensional US Small Cap Value ETF
0%
Dimensional US Core Equity 1 ETF
Proportion0%
iShares Core S&P Total U.S. Stock Market ETF
Proportion0%
iShares Micro-Cap ETF
Proportion0%
DFA Dimensional US Small Cap Value ETF
Proportion0%

Dividend

A total of 0.00 USD has been distributed in dividends over the past 5 years.
Date
Dividend
Record Date
Payment Date
Ex-dividend Date
No Data

Stock Split

Date
Type
Ratio
No Data
Date
Type
Ratio
No Data
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