Willamette Valley VineyardsWVVI
About: 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.
Employees: 310
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
3% more funds holding
Funds holding: 35 [Q3] → 36 (+1) [Q4]
0.57% less ownership
Funds ownership: 12.21% [Q3] → 11.63% (-0.57%) [Q4]
8% less capital invested
Capital invested by funds: $2.11M [Q3] → $1.94M (-$171K) [Q4]
60% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 5
Research analyst outlook
We haven’t received any recent analyst ratings for WVVI.
Financial journalist opinion
