WVVI
WILLAMETTE VALLEY VINEYARDS, INC.Marquee-fund ownership over time
This quarter's activity
New positions opened
None.
Positions exited
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Renaissance Technologies | Q3 2024(8Q snapshot) | 7Q | $3.82 | $2.80 | -27% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Citadel Advisors 2× in & out | Q1 2026 | Q2 2026 | → $2.80 | +9% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at WILLAMETTE VALLEY VINEYARDS INC. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from May 26, 2026 — the most recent Form 4 on file — not from today.
- Form 40001199835-26-000200May 26, 2026
- Form 40001199835-26-000198May 26, 2026
- Form 40001199835-26-000196May 26, 2026
- Form 40001199835-26-000194May 26, 2026
- Form 40001199835-26-000192May 26, 2026
- Form 40001199835-26-000056Mar 19, 2026
- Form 40001199835-25-000429Dec 16, 2025
- Form 40001199835-25-000405Nov 25, 2025
- Form 40001199835-25-000402Nov 24, 2025
- Form 40001199835-25-000293Aug 26, 2025
- Form 40001199835-25-000286Aug 25, 2025
- Form 40001199835-25-000015Jan 13, 2025
- Form 40001199835-24-000569Dec 31, 2024
- Form 40001199835-24-000383Aug 22, 2024
- Form 40001199835-24-000381Aug 22, 2024
Fundamentals
XBRL · WILLAMETTE VALLEY VINEYARDS, INC.Annual figures sourced directly from WILLAMETTE VALLEY VINEYARDS, INC.'s 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for WILLAMETTE VALLEY VINEYARDS INC — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- DEF 14AWILLAMETTE VALLEY VINEYARDS, INC. FORM DEF 14AMay 28, 2026
- 8-KWILLAMETTE VALLEY VINEYARDS, INC. FORM 8-KMay 20, 2026
- 10-QWILLAMETTE VALLEY VINEYARDS, INC. 10-QMay 13, 2026
- 10-KWILLAMETTE VALLEY VINEYARDS, INC. 10-KMar 24, 2026
- 8-KWILLAMETTE VALLEY VINEYARDS, INC. FORM 8-KFeb 17, 2026
- 10-QWILLAMETTE VALLEY VINEYARDS, INC. 10-QNov 13, 2025
- 10-QWILLAMETTE VALLEY VINEYARDS, INC. 10-QAug 12, 2025
- 8-KWILLAMETTE VALLEY VINEYARDS, INC. FORM 8-KJul 16, 2025
- S-3WILLAMETTE VALLEY VINEYARDS, INC. FORM S-3Jun 17, 2025
- 8-KWILLAMETTE VALLEY VINEYARDS, INC. FORM 8-KJun 6, 2025
- 8-KWILLAMETTE VALLEY VINEYARDS, INC. FORM 8-KJun 2, 2025
- DEF 14AWILLAMETTE VALLEY VINEYARDS, INC. FORM DEF 14AMay 30, 2025
- 8-KWILLAMETTE VALLEY VINEYARDS, INC. FORM 8-KMay 15, 2025
- 10-QWILLAMETTE VALLEY VINEYARDS, INC. 10-QMay 13, 2025
- 10-KWILLAMETTE VALLEY VINEYARDS, INC. 10-KMar 25, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Citadel Advisors | Q1 2026 | Q2 2026 | $2.58 | $2.80 | +9% |
| Citadel Advisors | Q1 2025 | Q2 2025 | $6.23 | $5.86 | -6% |
| Renaissance Technologies | Q3 2024 | open | $3.82 | $2.80 | -27% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.