WVVIWILLAMETTE VALLEY VINEYARDS INC(WVVI)Stock Analysis

AI analysis on 2,800+ stocks →
Consumer StaplesNasdaq
Institutional-grade research for retail investors
SEC EDGAR: CIK 838875WVVI stock profile & AI dashboard →

13F Pro Quality Score

24.4/100

Rank #2,581 of 2,879 stocks

View Consumer Staples peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

21.4/100

Profitability

21.9/100

Balance Sheet

29.4/100

Earnings Quality

30.0/100

Free Cash Flow

27.3/100

Institutional Flow

8.4/100

Revenue Scale

8.4/100

Dilution Risk

81.2/100

WVVI Stock Analysis & AI Quality Score

AI stock analysis and institutional research for WILLAMETTE VALLEY VINEYARDS INC (WVVI), a Consumer Staples sector company. 13F Pro's AI-powered ranking engine scores WVVI at 24.4/100 on a 32-signal composite quality model, placing it at rank #2,581 of 2,879 stocks — the bottom half of the AI-ranked universe. Areas of concern include institutional flow (8.4) and revenue scale (8.4), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q1 2026), WILLAMETTE VALLEY VINEYARDS INC reports quarterly revenue of $8.3M, net income of $-565.1K, an operating margin of -8.2%. Top institutional holders of WVVI by reported 13-F value include VANGUARD CAPITAL MANAGEMENT, RENAISSANCE TECHNOLOGIES, Next Capital Management, based on the most recent SEC filings. WVVI trades on the Nasdaq exchange and files with the SEC under CIK 838875. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate WVVI daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for WILLAMETTE VALLEY VINEYARDS INC directly from SEC EDGAR. WILLAMETTE VALLEY VINEYARDS INC's 13F Pro composite quality score has ranged between 24 and 39 since 2024, currently 24.4 — a declining long-term trajectory across 15 quarterly and live scoring snapshots.

Revenue

Q1 2026

$8.3M

Net Income

Q1 2026

$-565.1K

Free Cash Flow

Q1 2026

$745.1K

Operating Margin

Q1 2026

-8.2%

ROIC

Q1 2026

-0.8%

D/E Ratio

Q1 2026

0.22

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

-6.5% YoY
$37.2MFY 2025
FY21 $31.8MFY23 $39.1MFY24 $39.8MFY25 $37.2M

Net Income

-678.4% YoY
$-917.7KFY 2025
FY21 $2.4MFY23 $-1.2MFY24 $-117.9KFY25 $-917.7K

Operating Income

-351.1% YoY
$-1.4MFY 2025
FY21 $3.7MFY23 $-1.2MFY24 $571.9KFY25 $-1.4M

Total Assets

-1.2% YoY
$107.7MFY 2025
FY21 $91.4MFY23 $105.7MFY24 $109.0MFY25 $107.7M

Total Debt

+8.4% YoY
$15.0MFY 2025
FY21 $5.4MFY23 $7.5MFY24 $13.9MFY25 $15.0M

Op. Cash Flow

+44.7% YoY
$-1.8MFY 2025
FY21 $2.6MFY23 $-2.0MFY24 $-3.2MFY25 $-1.8M

AI Insight: WVVI Ratio Trends

WVVI remains unprofitable on a trailing twelve-month basis, with Q1 2026 extending a pattern of seasonal weakness across all profitability metrics.

Operating margin deteriorated to -8.2% in Q1 2026 from +2.2% in Q4 2025; NPM swung to -6.8% from +7.3%.

TTM operating margin, NPM, ROE, ROA, and ROIC all deeply negative at -3.3%, -2.0%, -1.1%, -0.7%, -1.5% respectively.

Leverage stable; D/E ratio remained flat at 0.22–0.24 across all recent periods despite persistent losses.

Severe Q1 seasonality pattern evident: Q1 2025 and Q1 2026 both showed double-digit margin declines; structural seasonal headwind or demand cliff requires clarification.

Q3 2025 marked worst quarter on record (-14.5% OpMargin, -5.9% ROIC); recovery to Q4 2025 profit incomplete; sustainability questionable.

Get alerted when WVVI's score changes

Free account: watchlist tracking, the daily AI brief, and the AI screener.

Passwordless sign-in · Payments by Stripe · Auth by Clerk

Available Research

13F Pro tracks comprehensive data for WILLAMETTE VALLEY VINEYARDS INC including:

SEC EDGAR filings (10-K, 10-Q, 8-K)
XBRL financial facts (revenue, EPS, margins)
Insider transactions (Form 4)
Institutional 13F holdings
Quality rankings (32 signals)
AI analyst debates & daily meetings
Historical financial trends
Peer comparison & sector analysis

Put WVVI on your watchlist

Track score changes the day WILLAMETTE VALLEY VINEYARDS INC files with the SEC, follow the hedge funds that own it, screen 2,800+ AI-scored stocks, and get the daily brief — free.

View Pricing

Free tier includes 13F data, economic indicators, and market overview. Pro starts at $6.67/mo (billed annually).

Passwordless sign-in · Payments by Stripe · Auth by Clerk

Is WVVI a good stock to buy?

13F Pro's AI-powered analysis of WILLAMETTE VALLEY VINEYARDS INC (WVVI) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Consumer Staples sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for WVVI are available on the WVVI stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own WVVI?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling WVVI. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of WILLAMETTE VALLEY VINEYARDS INC's investment landscape.