WVVI (Willamette Valley Vineyards) Institutional Ownership: 16.21% (As of Jul. 28, 2026)

Author: Vera Yuan Vera Yuan
Vera Yuan
Vera Yuan
Director of Data and Quant Analytics at GuruFocus
Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Reviewed by: Charlie Tian Charlie Tian
Charlie Tian
Charlie Tian
Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

WVVI Willamette Valley Vineyards Inc WVVI
53 GF Score
Price $2.70
GF Value $4.66
Valuation Possible Value Trap
! 7 Warning Signs
View Full Analysis

What is Willamette Valley Vineyards Institutional Ownership?

Willamette Valley Vineyards WVVI 53 Institutional Ownership is 16.21% as of Jul. 28, 2026. GuruFocus rates WVVI with a GF Score™ of 53/100 and a GF Value™ of $4.66 (Possible Value Trap). The stock has 7 warning signs investors should review.

Institutional ownership is the percentage of shares that are owned by institutions out of the total shares outstanding. As of today, Willamette Valley Vineyards's institutional ownership is 16.21%.

Insider Ownership is the percentage of shares that are owned by company insiders relative to the total shares outstanding. As of today, Willamette Valley Vineyards's Insider Ownership is 9.28%.

Float Percentage Of Total Shares Outstanding is the percentage of float shares relative to the total shares outstanding. As of today, Willamette Valley Vineyards's Float Percentage Of Total Shares Outstanding is 90.84%.

Willamette Valley Vineyards Institutional Ownership Historical Data

* Premium members only.

The historical data trend for Willamette Valley Vineyards's Institutional Ownership can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Willamette Valley Vineyards Institutional Ownership Chart

Willamette Valley Vineyards Historical Data

The historical data trend for Willamette Valley Vineyards can be seen below:

2025-09-30 2025-10-31 2025-11-30 2025-12-31 2026-01-31 2026-02-28 2026-03-31 2026-04-30 2026-05-31 2026-06-30
Institutional Ownership 13.88 13.88 14.04 12.82 12.83 12.79 12.81 12.71 12.70 12.45
WVVI
53GF Score
Willamette Valley Vineyards Inc WVVI
Institutional Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Willamette Valley Vineyards Institutional Ownership Calculation

The percentage of shares that are owned by institutions out of the total shares outstanding.

What does a Institutional Ownership of 16.21% mean?
Willamette Valley Vineyards (WVVI) has a Institutional Ownership of 16.21% as of Jul. 28, 2026. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Willamette Valley Vineyards and its competitors.
Is Willamette Valley Vineyards' Institutional Ownership too high?
Willamette Valley Vineyards' current Institutional Ownership is 16.21%. Overall, Willamette Valley Vineyards has a GF Score™ of 53/100 and is considered Possible Value Trap, reflecting its overall financial health beyond just this single metric.
How does Willamette Valley Vineyards' Institutional Ownership compare to AMSS and EPSM?
Willamette Valley Vineyards' Institutional Ownership of 16.21% can be compared against companies in the Beverages - Alcoholic industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Institutional Ownership for a Beverages - Alcoholic company?
A good Institutional Ownership depends on the Beverages - Alcoholic industry context. However, Institutional Ownership should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Institutional Ownership mean?
A high Institutional Ownership can signal that a stock is expensive relative to its fundamentals. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Willamette Valley Vineyards and its competitors. Willamette Valley Vineyards's current Institutional Ownership is 16.21%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Willamette Valley Vineyards stock overvalued right now?
Based on GuruFocus' analysis, Willamette Valley Vineyards (WVVI) is currently considered Possible Value Trap. The stock's GF Value™ is $4.66, compared to a current price of $2.70 — trading 42.1% below its estimated fair value. The current Institutional Ownership is 16.21%. Willamette Valley Vineyards' overall GF Score™ is 53/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Institutional Ownership calculated?
Institutional Ownership is calculated from a company's financial statements. For Willamette Valley Vineyards (WVVI), the current Institutional Ownership is 16.21% as of Jul. 28, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Willamette Valley Vineyards (WVVI) Overvalued in 2026?

Based on GuruFocus' analysis, Willamette Valley Vineyards stock appears to be undervalued. The current stock price of $2.70 is trading 42.1% below its estimated GF Value™ of $4.66. GuruFocus considers Willamette Valley Vineyards to be Possible Value Trap.

Key valuation signals for WVVI:

  • Institutional Ownership: 16.21%
  • GF Value™: $4.66 vs. price of $2.70 (42.1% below fair value)
  • GF Score™: 53/100 with 7 warning signs

No single metric tells the full story. See the WVVI stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Willamette Valley Vineyards Business Description

Other Exchanges WVVIP.PFD:USA
Address 8800 Enchanted Way, South East, Turner, OR, USA, 97392
Willamette Valley Vineyards Inc produces and sells premium, super-premium, and ultra-premium wines. The grapes are harvested, fermented, and made into wine at the company's Turner winery, and the wines are sold principally under its Willamette Valley Vineyards label and also under the Griffin Creek, Tualatin Estate, Pambrun, Maison Bleue, Natoma, Metis, and Elton labels. It operates under two operating segments, direct sales and distributor sales. Direct sales include retail sales in its tasting room and remote sites, 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. Distributor sales include all sales through a third party where prices are given at a wholesale rate.
53GF Score

Get the complete analysis for WVVI

Institutional Ownership is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$2.70
Price
$4.66
GF Value