Willamette Valley Vineyards (WVVI)

• Market cap: $30.2M
• 1 day: 1.50%
• 5 days: 6.84%
• 1 month: 11.74%
• 3 months: 81.25%
• 6 months: 64.59%
• Year to date: 78.59%
• 1 year: 16.44%
• 5 years: -11.22%
• 10 years: 3.22%
• Sector: Consumer Staples
• Industry: Beverages

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: 346

Fund manager confidence

Based on 2024 Q4 regulatory filings 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]

67% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 6