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The company

Willamette Valley Vineyards, Inc.

WVVI · Nasdaq

Consumer StaplesBeveragesNot moving yet

WVVI stood above a rising 150-day average in 0 of the last 52 weekly readings. It is 22.4% below that average now. Beverages: 37% of its 27 stocks in an uptrend (+22 points in four weeks); Consumer Staples: 26% (+5 points in four weeks).

Statistics

Rotation
Not moving yet
Weeks in an uptrend
out for 52
Industry in uptrend
37% +22 in 4 wk
Insider buys, 12 months
$113K
Insider sales, 12 months
$0
Officials’ trades on record
0
Institutions holding
35 (+1)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 0 of 52 weeks.

23 Apr – 22 Oct
16%31%47%Apr 26Jun 26Jul 26Sep 26Oct 26

Beverages: A minority of its stocks are in an uptrend and the share has climbed sharply over four weeks. Consumer Staples: A minority of its stocks are in an uptrend and the share has been climbing.

Money in and out

1 Nov 2024 – 1 Oct 2026
$0$71KNov 24May 25Nov 25Apr 26Oct 26

Open-market buys above the line and sales below, in dollars.

Congress and officials

No member of Congress or official has disclosed a trade in it.

Insiders

Buy orders, 12 months14
Sale orders, 12 months0
Buyers · sellers6 · 0
WhoDidSharesTraded
John Walter HazlettChief Financial Officerbought2,004at $2.0512 Oct 2026filed 13 Oct 2026
John Walter HazlettChief Financial Officerbought2,000at $1.969 Oct 2026filed 13 Oct 2026
John Walter HazlettChief Financial Officerbought315at $1.959 Oct 2026filed 13 Oct 2026
John Walter HazlettChief Financial Officerbought599at $1.969 Oct 2026filed 13 Oct 2026
John Walter HazlettChief Financial Officerbought750at $1.979 Oct 2026filed 13 Oct 2026
John Walter HazlettChief Financial Officerbought336at $2.009 Oct 2026filed 13 Oct 2026
John Walter HazlettChief Financial Officerbought100at $2.009 Oct 2026filed 13 Oct 2026
John Walter HazlettChief Financial Officerbought296at $2.009 Oct 2026filed 13 Oct 2026
John Walter HazlettChief Financial Officerbought174at $2.019 Oct 2026filed 13 Oct 2026
John Walter HazlettChief Financial Officerbought100at $2.029 Oct 2026filed 13 Oct 2026
John Walter HazlettChief Financial Officerbought126at $2.029 Oct 2026filed 13 Oct 2026
John Walter HazlettChief Financial Officerbought250at $2.049 Oct 2026filed 13 Oct 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders35+1 on the quarter
New · exited5 · 4
Reported value$1.4M

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

ManagerSharesChange
VANGUARD CAPITAL MANAGEMENT LLCunchanged · filed 13 Aug 2026198,896$499K00.0%
RENAISSANCE TECHNOLOGIES LLCreduced · filed 13 Aug 202663,352$159K-2,700−4.1%
Next Capital Management LLCunchanged · filed 3 Aug 202654,800$138K00.0%
GEODE CAPITAL MANAGEMENT, LLCreduced · filed 12 Aug 202635,798$90K-911−2.5%
DIMENSIONAL FUND ADVISORS LPreduced · filed 11 Aug 202627,905$70K-498−1.8%
VANGUARD FIDUCIARY TRUST COreduced · filed 13 Aug 202625,866$65K-50−0.2%
Teton Advisors, LLCunchanged · filed 12 Aug 202620,500$51K00.0%
GABELLI FUNDS LLCunchanged · filed 12 Aug 202620,000$50K00.0%
EP Wealth Advisors, LLCadded · filed 12 Aug 202616,168$41K+376+2.4%
CITADEL ADVISORS LLCnew · filed 14 Aug 202614,417$36K+14,417
31 Mar 2023 – 30 Jun 2026
273237Mar 23Dec 23Dec 24Sep 25Jun 26

News

No headline names it lately.

Everyone who traded it

John Walter Hazlett Company insiderChief Financial Officer · last 12 Oct 20262 · 0
Michael Jordan Osborn Company insiderChief Executive Officer · last 7 Oct 20266 · 0
Gregory William Voorhies Company insiderDirector · last 5 Oct 20262 · 0
Chris Riccardi Company insiderDirector · last 1 Oct 20263 · 2
James W. Bernau Company insiderPresident · last 1 Oct 202618 · 92
Craig Alan Smith Company insiderDirector · last 12 May 20262 · 0
James L. Ellis Company insiderDirector · last 12 May 20262 · 52
John Alphonsus Ferry Company insiderCFO · last 12 May 20260 · 0
Sarah Alice Rose Company insiderDirector · last 12 May 20261 · 0
Sean M. Cary Company insiderDirector · last 12 May 20260 · 4
Stanley G. Turel Company insiderDirector · last 12 May 202615 · 13
Richard F. Goward, Jr. Company insiderChief Financial Officer · last 19 Sep 20183 · 0

Same industry

KO Coca-ColaLeading+15%
DEO DiageoJust started moving+15%
ABEV AmbevJust started moving+9%
MNST Monster BeverageJust started moving+8%

Distance from each stock’s own 150-day average.

Government contracts

No federal award is tied to it.

From its SEC filings

Profit per saleFY 2025 · to 31 Dec 202560.5%
Operating profit marginFY 2025 · to 31 Dec 2025-3.9%
Free cash flow marginFY 2025 · to 31 Dec 2025-6.0%
Return on capital employedFY 2025 · to 31 Dec 2025-1.5%
Debt to equityFY 2025 · to 31 Dec 20250.23×
Interest coverFY 2025 · to 31 Dec 2025-1.23×
Share count trendFY 2025 · to 24 Mar 20260.0%
Cash and equivalentsFY 2025 · to 31 Dec 2025$411K
Free cash flowFY 2025 · to 31 Dec 2025−$2.2M

Analyst forecasts

No analyst forecasts yet.