WILLAMETTE VALLEY VINEYARDS INC(WVVI)Stock Analysis
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Rank #2,701 of 2,962 stocks
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
WVVI Stock Analysis & AI Quality Score
Data updated 2026-09-11AI 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 24.3/100 on a 32-signal composite quality model, placing it at rank #2,701 of 2,962 stocks — the bottom half of the AI-ranked universe. Areas of concern include revenue scale (6.9) and revenue growth (19.2), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), WILLAMETTE VALLEY VINEYARDS INC reports quarterly revenue of $10.0M, net income of $-1.4M, free cash flow of $1.9M. 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 24.3 — a declining long-term trajectory across 55 quarterly and live scoring snapshots.
Revenue
Q2 2026
$10.0M
Net Income
Q2 2026
$-1.4M
Free Cash Flow
Q2 2026
$1.9M
ROIC
Q2 2026
-6.7%
D/E Ratio
Q2 2026
0.22
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
-6.5% YoYNet Income
-678.4% YoYOperating Income
-351.1% YoYTotal Assets
-1.2% YoYTotal Debt
+8.4% YoYOp. Cash Flow
+44.7% YoYFree Cash Flow
+56.1% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $37.2M -6.5% | $39.8M +1.7% | $39.1M +15.3% | $33.9M +6.8% | $31.8M +16.4% | $27.3M |
| Net Income | $-917.7K -678.4% | $-117.9K +90.2% | $-1.2M -85.4% | $-646.5K -126.4% | $2.4M -28.0% | $3.4M |
| Operating Income | $-1.4M -351.1% | $571.9K +147.4% | $-1.2M -120.9% | $-546.4K -114.8% | $3.7M -26.2% | $5.0M |
| Total Assets | $107.7M -1.2% | $109.0M +3.1% | $105.7M +7.1% | $98.7M +8.0% | $91.4M +15.0% | $79.5M |
| Total Debt | $15.0M +8.4% | $13.9M +85.2% | $7.5M +7.8% | $6.9M +28.5% | $5.4M -7.5% | $5.8M |
| Operating Cash Flow | $-1.8M +44.7% | $-3.2M -62.8% | $-2.0M +25.4% | $-2.7M -203.6% | $2.6M -47.2% | $4.9M |
| Free Cash Flow | $-2.2M +56.1% | $-5.1M +19.2% | $-6.3M +64.0% | $-17.5M -133.8% | $-7.5M -1176.4% | $694.5K |
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Available Research
13F Pro tracks comprehensive data for WILLAMETTE VALLEY VINEYARDS INC including:
Top Institutional Holders of WVVI
VANGUARD CAPITAL MANAGEMENT LLC
$499.2K198,896 shRENAISSANCE TECHNOLOGIES LLC
$159.0K63,352 shNext Capital Management LLC
$137.5K54,800 shGEODE CAPITAL MANAGEMENT, LLC
$89.9K35,798 shDIMENSIONAL FUND ADVISORS LP
$70.0K27,905 shVANGUARD FIDUCIARY TRUST CO
$64.9K25,866 shTeton Advisors, LLC
$51.5K20,500 shGABELLI FUNDS LLC
$50.2K20,000 shEP Wealth Advisors, LLC
$40.6K16,168 shCITADEL ADVISORS LLC
$36.2K14,417 sh
| Fund | Value | Shares |
|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | $499.2K | 198,896 |
| RENAISSANCE TECHNOLOGIES LLC | $159.0K | 63,352 |
| Next Capital Management LLC | $137.5K | 54,800 |
| GEODE CAPITAL MANAGEMENT, LLC | $89.9K | 35,798 |
| DIMENSIONAL FUND ADVISORS LP | $70.0K | 27,905 |
| VANGUARD FIDUCIARY TRUST CO | $64.9K | 25,866 |
| Teton Advisors, LLC | $51.5K | 20,500 |
| GABELLI FUNDS LLC | $50.2K | 20,000 |
| EP Wealth Advisors, LLC | $40.6K | 16,168 |
| CITADEL ADVISORS LLC | $36.2K | 14,417 |
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Similarity is computed from the 8 composite sub-scores and latest-quarter 13F conviction holdings (index-style filers excluded). Refreshed monthly.
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Popular Research
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. WVVI is classified as a small company.
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.