How many institutions own WVVI stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own WVVI shares is 41, representing 13% of the company's common stock.

Who are the major shareholders selling Willamette Valley Vineyards, Inc. stock?

FREEGULLIVER LLC, in the last quarter, reduced its stake in WVVI by -100% restricting it's holding to 0 shares of worth nearly -. ADVISOR GROUP HOLDINGS, INC. also lessened -100% of the WVVI shares from its portfolio, reducing its holding to 0 shares of worth -. ADVISORY SERVICES NETWORK, LLC also shunned WVVI shares holding by -100% last quarter which brought its holding to 0 shares worth -.

Investors who are buying WVVI stock?

As per its latest 13F filing, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO increased its stake in WVVI by 108,584.76% in the last quarter. The institutional holder raised its holding to 342.36 thousand shares having worth more than $3.63M. ROYAL BANK OF CANADA also added 100% more shares of WVVI to its portfolio, raising its holding to 401 shares of worth $1.00K. TOWER RESEARCH CAPITAL LLC (TRC) also increased its WVVI shares holding by 9.82% which brought its holding to 1.31 thousand shares worth $3.99K.

WVVI's major insiders: who are they?

The insider with the most stakes in WVVI is BERNAU JAMES W , President at the company. Additionally, WVVI stock is highly held by director TUREL STANLEY G and director WESTING HEATHER among others.

Did an insider recently sell WVVI stock?

Company executives, directors, and other insiders own 17.71% percent of Willamette Valley Vineyards, Inc.'s stock. Within the last six months, there have been 0 transaction(s) in which WVVI insiders have sold stock, totaling 0 shares. Insiders that have sold shares include BERNAU JAMES W and TUREL STANLEY G.

Which insider recently purchased WVVI stock?

There have been 4 transaction(s) during the past 6-months in which Willamette Valley Vineyards, Inc. insiders have bought stock, totalling 3400 shares

How much of WVVI does insiders own?

Around 397.21K Willamette Valley Vineyards, Inc. shares are held by insiders, which represents about 17.71% of WVVI stock.

Who is the insider with the largest stake?

WVVI President, BERNAU JAMES W holds the largest portfolio of the company's shares. WVVI shares owned by BERNAU total nearly 370.88 thousand.

Which institution holds the most shares in WVVI?

STATE STREET CORP is the largest institutional owner in WVVI which holds 10.7 thousand shares worth $32.64K or 0.22% of the total WVVI shares outstanding followed by NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with ownership of 342.36 thousand shares representing 6.9% of the WVVI ownership. FREEGULLIVER LLC is the third largest stakeholder with 0 shares or 0% of the ownership worth more than -.

Is Willamette Valley Vineyards, Inc. stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the WVVI is concerned, it is a stock which is not optionable.

Is there a short position on WVVI's shares?

Number of WVVI shares short is 3.25K. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding WVVI shares are there?

As of today, 4.96M shares of WVVI are outstanding.

Is there many float in WVVI stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, WVVI has 4.10M shares in float.

WVVI short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for WVVI is 1.18.

Willamette Valley Vineyards (WVVI) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableNo

Short Percent Of Outstanding Shares0.07

Short Percent Of Float0.07

Shares Outstanding4.96M

Shares Float4.10M

Shares Short3.25K

Short Ratio1.18

0.07%

Short % of Float

0.07%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

17.71% Percentage of Shares held by All Insiders

13% Percentage of Shares held by All Institutions

15.8% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

About 13% of WVVI shares are held by financial institutions. STATE STREET CORP is the top corporate investor, holding 10.7K shares valued at $32.64K. A 0.22% stake in Willamette Valley Vineyards, Inc. is owned by the company. NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO owns 342.36K shares valued at $3.63M, which translates its holding of 6.9% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	STATE STREET CORP	0.22%	10.7K	32.64K	0	0
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	6.9%	342.36K	3.63M	342.04K	+108,584.76%
Dec 31, 2025	FREEGULLIVER LLC	0%	0	-	-102.57K	-100.00%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0%	0	-	-300	-100.00%
Dec 31, 2025	ADVISORY SERVICES NETWORK, LLC	0%	0	-	-49	-100.00%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-10.74K	-100.00%
Dec 31, 2025	FINANCIALLY SPEAKING INC	0%	100	305	0	0
Dec 31, 2025	ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT, LLC	0%	100	305	0	0
Dec 31, 2025	ROYAL BANK OF CANADA	0.01%	401	1K	401	+100.00%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.02%	1.19K	3.63K	0	0
Dec 31, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.03%	1.31K	3.99K	117	+9.82%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.03%	1.71K	5.22K	107	+6.67%
Dec 31, 2025	NATIONAL BANK OF CANADA /FI/	0.04%	2.1K	6.3K	1K	+90.91%
Dec 31, 2025	EP WEALTH ADVISORS, LLC	0.32%	15.79K	48.17K	15.79K	+100.00%
Dec 31, 2025	CITADEL ADVISORS LLC	0.42%	20.69K	63.12K	20.69K	+100.00%
Dec 31, 2025	WOLFF WIESE MAGANA LLC	0%	144	440	0	0
Dec 31, 2025	ALLWORTH FINANCIAL LP	0.02%	1.08K	3.29K	200	+22.81%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.1%	4.77K	14.56K	-275	-5.45%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.2%	9.7K	29.59K	2.2K	+29.33%
Dec 31, 2025	PRICE T ROWE ASSOCIATES INC /MD/	0.22%	10.85K	34K	0	0
Dec 31, 2025	BLACKROCK, INC.	0.22%	10.91K	33.28K	450	+4.30%
Dec 31, 2025	CREATIVE PLANNING	0.31%	15.6K	47.58K	0	0
Dec 31, 2025	CLEARVIEW WEALTH ADVISORS LLC	0.31%	15.62K	47.65K	98	+0.63%
Dec 31, 2025	VANGUARD GROUP INC	4.53%	224.81K	685.68K	0	0
Dec 31, 2025		0%	44	134	44	+100.00%
Dec 31, 2025	SRS CAPITAL ADVISORS, INC.	0%	100	305	0	0
Dec 31, 2025	SBI SECURITIES CO., LTD.	0%	134	409	21	+18.58%
Dec 31, 2025	PARALLEL ADVISORS, LLC	0.01%	300	915	0	0
Dec 31, 2025	US BANCORP \DE\	0.01%	400	1.22K	0	0
Dec 31, 2025	CWM, LLC	0.01%	406	1K	0	0
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.01%	436	1.33K	0	0
Dec 31, 2025	CLARITY ASSET MANAGEMENT, INC.	0.01%	700	2.14K	0	0
Dec 31, 2025	UBS GROUP AG	0.02%	826	2.52K	-240	-22.51%
Dec 31, 2025	MORGAN STANLEY	0.04%	1.93K	5.87K	-3.95K	-67.23%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.26%	12.92K	39.41K	0	0
Dec 31, 2025	JAMES INVESTMENT RESEARCH INC	0.26%	12.92K	39.41K	0	0
Dec 31, 2025	GABELLI FUNDS LLC	0.4%	20K	61K	0	0
Dec 31, 2025	DIMENSIONAL FUND ADVISORS LP	0.63%	31.31K	95.48K	-1.14K	-3.50%
Dec 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.77%	38K	115.94K	823	+2.21%
Dec 31, 2025	NEXT CAPITAL MANAGEMENT LLC	1.1%	54.8K	167.14K	0	0
Dec 31, 2025	RENAISSANCE TECHNOLOGIES LLC	1.38%	68.65K	209.39K	-3.5K	-4.85%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.15%	7.5K	26.78K	800	+11.94%
Sep 30, 2025	US BANCORP \DE\	0.01%	400	1.43K	0	0
Sep 30, 2025	BLACKROCK, INC.	0.21%	10.46K	37.35K	300	+2.95%
Sep 30, 2025	STATE STREET CORP	0.22%	10.7K	38.95K	0	0
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.22%	10.74K	39.11K	10.74K	+100.00%
Sep 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	0.22%	10.85K	40K	0	0
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.26%	12.92K	46.13K	0	0
Sep 30, 2025	JAMES INVESTMENT RESEARCH INC	0.26%	12.92K	46.13K	0	0
Sep 30, 2025	CLEARVIEW WEALTH ADVISORS LLC	0.31%	15.52K	56.51K	-50	-0.32%
Sep 30, 2025	CREATIVE PLANNING	0.31%	15.6K	56.78K	0	0
Sep 30, 2025	GABELLI FUNDS LLC	0.4%	20K	71.4K	0	0
Sep 30, 2025		0.46%	23K	82.11K	23K	+100.00%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	0.65%	32.44K	118.09K	0	0
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.75%	37.18K	135.38K	149	+0.40%
Sep 30, 2025	NEXT CAPITAL MANAGEMENT LLC	1.1%	54.8K	199.47K	0	0
Sep 30, 2025	RENAISSANCE TECHNOLOGIES LLC	1.45%	72.15K	257.58K	-300	-0.41%
Sep 30, 2025	FREEGULLIVER LLC	2.07%	102.57K	373.37K	604	+0.59%
Sep 30, 2025	VANGUARD GROUP INC	4.53%	224.81K	818.32K	0	0
Sep 30, 2025	ADVISORY SERVICES NETWORK, LLC	0%	49	175	49	+100.00%
Sep 30, 2025	FINANCIALLY SPEAKING INC	0%	100	364	0	0
Sep 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0%	0	-	-225	-100.00%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.01%	315	1.13K	0	0
Sep 30, 2025	ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT, LLC	0%	100	364	0	0
Sep 30, 2025	SRS CAPITAL ADVISORS, INC.	0%	100	364	0	0
Sep 30, 2025	ROYAL BANK OF CANADA	0%	0	-	-100	-100.00%
Sep 30, 2025	SBI SECURITIES CO., LTD.	0%	113	403	13	+13.00%
Sep 30, 2025	WOLFF WIESE MAGANA LLC	0%	144	525	0	0
Sep 30, 2025	PARALLEL ADVISORS, LLC	0.01%	300	1.08K	0	0
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.01%	300	1.39K	0	0
Sep 30, 2025	CWM, LLC	0.01%	406	1K	0	0
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.01%	436	1.56K	0	0
Sep 30, 2025	CLARITY ASSET MANAGEMENT, INC.	0.01%	700	2.5K	0	0
Sep 30, 2025	ALLWORTH FINANCIAL LP	0.02%	877	3.19K	0	0
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0%	0	-	-7.36K	-100.00%
Sep 30, 2025	UBS GROUP AG	0.02%	1.07K	3.81K	-732	-40.71%
Sep 30, 2025	NATIONAL BANK OF CANADA /FI/	0.02%	1.1K	3.8K	0	0
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.02%	1.19K	4.12K	0	0
Sep 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.02%	1.19K	4.25K	622	+109.31%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.03%	1.6K	5.73K	-36	-2.20%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.1%	5.05K	18.03K	0	0
Sep 30, 2025	MORGAN STANLEY	0.12%	5.88K	20.97K	-1.5K	-20.34%
Jun 30, 2025	CLARITY ASSET MANAGEMENT, INC.	0.01%	700	3.89K	0	0
Jun 30, 2025	MORGAN STANLEY	0.15%	7.38K	40.93M	0	0
Jun 30, 2025	FREEGULLIVER LLC	2.05%	101.97K	562.87K	37.25K	+57.57%
Jun 30, 2025	RENAISSANCE TECHNOLOGIES LLC	1.46%	72.45K	402.11K	-1.1K	-1.50%
Jun 30, 2025	NEXT CAPITAL MANAGEMENT LLC	1.1%	54.8K	302.5K	0	0
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.75%	37.03K	204.47K	119	+0.32%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	0.65%	32.44K	179.08K	998	+3.17%
Jun 30, 2025	JAMES INVESTMENT RESEARCH INC	0.26%	12.92K	71.71K	0	0
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.26%	12.92K	71.71K	0	0
Jun 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	0.22%	10.85K	60K	0	0
Jun 30, 2025	STATE STREET CORP	0.22%	10.7K	59.06K	0	0
Jun 30, 2025	BLACKROCK, INC.	0.2%	10.16K	56.4K	10.16K	+100.00%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.15%	7.36K	40.86K	7.36K	+100.00%
Jun 30, 2025	CWM, LLC	0.01%	406	2K	0	0
Jun 30, 2025	US BANCORP \DE\	0.01%	400	2.22K	0	0
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.01%	315	1.75K	0	0
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0%	0	-	-300	-100.00%
Jun 30, 2025	TETON ADVISORS, INC.	0.46%	23K	127.65K	0	0
Jun 30, 2025	GABELLI FUNDS LLC	0.4%	20K	111K	0	0
Jun 30, 2025	CREATIVE PLANNING	0.31%	15.6K	86.11K	0	0
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.14%	6.7K	37.19K	0	0
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.1%	5.05K	28.02K	0	0
Jun 30, 2025	UBS GROUP AG	0.04%	1.8K	9.98K	1.79K	+17,880.00%
Jun 30, 2025	CLEARVIEW WEALTH ADVISORS LLC	0.31%	15.57K	85.97K	0	0
Jun 30, 2025		0%	100	552	100	+100.00%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.01%	300	1.67K	-100	-25.00%
Jun 30, 2025	JPMORGAN CHASE & CO	0%	0	-	-8	-100.00%
Jun 30, 2025	VANGUARD GROUP INC	4.53%	224.81K	1.24M	0	0
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.03%	1.64K	9.1K	2	+0.12%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.02%	1.19K	6.4K	590	+98.33%
Jun 30, 2025	NATIONAL BANK OF CANADA /FI/	0.02%	1.1K	6.05K	0	0
Jun 30, 2025	ALLWORTH FINANCIAL LP	0.02%	877	4.84K	0	0
Jun 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.01%	569	3.16K	49	+9.42%
Jun 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.01%	436	2.42K	135	+44.85%
Jun 30, 2025	PARALLEL ADVISORS, LLC	0.01%	300	1.66K	0	0
Jun 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0%	225	1.24K	225	+100.00%
Jun 30, 2025	WOLFF WIESE MAGANA LLC	0%	144	795	0	0
Jun 30, 2025	ROYAL BANK OF CANADA	0%	100	1K	0	0
Jun 30, 2025	SRS CAPITAL ADVISORS, INC.	0%	100	552	0	0
Jun 30, 2025	ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT, LLC	0%	100	552	0	0
Jun 30, 2025	SBI SECURITIES CO., LTD.	0%	100	555	12	+13.64%
Jun 30, 2025	FINANCIALLY SPEAKING INC	0%	100	552	100	+100.00%
Mar 31, 2025	ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT, LLC	0%	100	594	0	0
Mar 31, 2025		0%	0	-	-100	-100.00%
Mar 31, 2025	CWM, LLC	0.01%	406	2K	406	+100.00%
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.01%	600	3.63K	0	0
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.74%	36.91K	219.33K	2.12K	+6.11%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.03%	1.64K	9.73K	1	+0.06%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.1%	5.05K	29.99K	0	0
Mar 31, 2025	JPMORGAN CHASE & CO	0%	8	48	-1	-11.11%
Mar 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.01%	301	1.82K	301	+100.00%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.01%	315	1.87K	0	0
Mar 31, 2025	SRS CAPITAL ADVISORS, INC.	0%	100	594	0	0
Mar 31, 2025	ROYAL BANK OF CANADA	0%	100	1K	100	+100.00%
Mar 31, 2025	WOLFF WIESE MAGANA LLC	0%	144	856	0	0
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.01%	300	1.78K	300	+100.00%
Mar 31, 2025	PARALLEL ADVISORS, LLC	0.01%	300	1.78K	0	0
Mar 31, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.01%	520	3.09K	-868	-62.54%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	0.63%	31.44K	186.77K	1.5K	+5.02%
Mar 31, 2025	STATE STREET CORP	0.22%	10.7K	63.56K	0	0
Mar 31, 2025	NEXT CAPITAL MANAGEMENT LLC	1.1%	54.8K	325.51K	0	0
Mar 31, 2025	FREEGULLIVER LLC	1.3%	64.72K	384.41K	64.72K	+100.00%
Mar 31, 2025	RENAISSANCE TECHNOLOGIES LLC	1.48%	73.55K	436.9K	-800	-1.08%
Mar 31, 2025	HUMAN INVESTING LLC	0%	0	-	-800	-100.00%
Mar 31, 2025	ALLWORTH FINANCIAL LP	0.02%	877	5.25K	-20	-2.23%
Mar 31, 2025	NATIONAL BANK OF CANADA /FI/	0.02%	1.1K	6.5K	0	0
Mar 31, 2025	VANGUARD GROUP INC	4.53%	224.81K	1.34M	0	0
Mar 31, 2025	CLARITY ASSET MANAGEMENT, INC.	0.01%	700	4.16K	0	0
Mar 31, 2025	US BANCORP \DE\	0.01%	400	2.38K	0	0
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.01%	400	2.38K	200	+100.00%
Mar 31, 2025	CITADEL ADVISORS LLC	0%	0	-	-11.73K	-100.00%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.14%	6.7K	39.8K	2K	+42.55%
Mar 31, 2025	MORGAN STANLEY	0.15%	7.38K	43.81K	-100	-1.34%
Mar 31, 2025	PRICE T ROWE ASSOCIATES INC /MD/	0.22%	10.85K	65K	0	0
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.26%	12.92K	76.75K	0	0
Mar 31, 2025	JAMES INVESTMENT RESEARCH INC	0.26%	12.92K	76.75K	0	0
Mar 31, 2025	CLEARVIEW WEALTH ADVISORS LLC	0.31%	15.57K	92.51K	0	0
Mar 31, 2025	CREATIVE PLANNING	0.31%	15.6K	92.66K	0	0
Mar 31, 2025	GABELLI FUNDS LLC	0.4%	20K	118.8K	0	0
Mar 31, 2025	TETON ADVISORS, INC.	0.46%	23K	136.62K	0	0
Mar 31, 2025	UBS GROUP AG	0%	10	59	10	+100.00%
Mar 31, 2024	RENAISSANCE TECHNOLOGIES LLC	1.63%	81.05K	425K	-1.9K	-2.29%
Mar 31, 2024	JPMORGAN CHASE & CO	0%	9	45	3	+50.00%
Mar 31, 2024	ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT, LLC	0%	100	501	0	0
Mar 31, 2024	SRS CAPITAL ADVISORS, INC.	0%	100	501	0	0
Mar 31, 2024	WOLFF WIESE MAGANA LLC	0%	144	722	0	0
Mar 31, 2024	ALLWORTH FINANCIAL LP	0.01%	297	1.49K	0	0
Mar 31, 2024	PARALLEL ADVISORS, LLC	0.01%	300	1.5K	0	0
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.01%	315	1.65K	0	0
Mar 31, 2024	ROYAL BANK OF CANADA	0.01%	317	2K	51	+19.17%
Mar 31, 2024	UBS GROUP AG	0.01%	432	2.26K	432	+100.00%
Mar 31, 2024	CLARITY ASSET MANAGEMENT, INC.	0.01%	700	3.67K	0	0
Mar 31, 2024	NATIONAL BANK OF CANADA /FI/	0.02%	1K	4.15K	0	0
Mar 31, 2024	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.02%	1.11K	5.79K	300	+37.27%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.03%	1.6K	8.39K	-1	-0.06%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.04%	1.96K	10.28K	500	+34.20%
Mar 31, 2024	TOWER RESEARCH CAPITAL LLC (TRC)	0.04%	2.04K	10.68K	40	+2.00%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.04%	2.23K	11.69K	-281	-11.19%
Mar 31, 2024	MORGAN STANLEY	0.17%	8.58K	44.93K	800	+10.29%
Mar 31, 2024	STATE STREET CORP	0.22%	10.7K	53.61K	-3.41K	-24.18%
Mar 31, 2024	BLACKROCK INC.	0.22%	10.77K	56.44K	-260	-2.36%
Mar 31, 2024	PRICE T ROWE ASSOCIATES INC /MD/	0.22%	10.85K	55K	0	0
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.26%	12.92K	67.71K	0	0
Mar 31, 2024	JAMES INVESTMENT RESEARCH INC	0.26%	12.92K	67.71K	0	0
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.26%	12.94K	64.83K	2.8K	+27.66%
Mar 31, 2024	CLEARVIEW WEALTH ADVISORS LLC	0.31%	15.57K	78.03K	0	0
Mar 31, 2024	CREATIVE PLANNING	0.31%	15.6K	78.16K	0	0
Mar 31, 2024	GABELLI FUNDS LLC	0.4%	20K	104.8K	0	0
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	0.75%	37.32K	186.99K	0	0
Mar 31, 2024	NEXT CAPITAL MANAGEMENT LLC	1.1%	54.8K	274.55K	0	0
Mar 31, 2024	TETON ADVISORS, INC.	0.46%	23K	120.52K	0	0
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	0.56%	27.93K	139.96K	0	0
Mar 31, 2024	VANGUARD GROUP INC	4.53%	224.81K	1.18M	0	0
Mar 31, 2024	US BANCORP \DE\	0.05%	2.7K	14.15K	0	0
Mar 31, 2024	ADVISORY SERVICES NETWORK, LLC	0%	0	-	-49	-100.00%
Dec 31, 2023	CREATIVE PLANNING	0.31%	15.6K	82.68K	-15.5K	-49.84%
Dec 31, 2023	CLEARVIEW WEALTH ADVISORS LLC	0.31%	15.57K	82.54K	0	0
Dec 31, 2023	STATE STREET CORP	0.28%	14.11K	74.79K	0	0
Dec 31, 2023	JAMES INVESTMENT RESEARCH INC	0.26%	12.92K	69.22K	0	0
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.26%	12.92K	66.03K	0	0
Dec 31, 2023	BLACKROCK INC.	0.22%	11.03K	59.09K	-924	-7.73%
Dec 31, 2023	PRICE T ROWE ASSOCIATES INC /MD/	0.22%	10.85K	58K	0	0
Dec 31, 2023	MORGAN STANLEY	0.16%	7.78K	41.65K	400	+5.42%
Dec 31, 2023	US BANCORP \DE\	0.05%	2.7K	14.47K	0	0
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.05%	2.51K	13.45K	1	+0.04%
Dec 31, 2023	TOWER RESEARCH CAPITAL LLC (TRC)	0.04%	2K	10.7K	88	+4.61%
Dec 31, 2023	ALLWORTH FINANCIAL LP	0.01%	297	1.58K	0	0
Dec 31, 2023	PARALLEL ADVISORS, LLC	0.01%	300	1.59K	0	0
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.03%	1.6K	8.58K	1	+0.06%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.03%	1.46K	7.83K	-166	-10.20%
Dec 31, 2023	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.01%	315	1.69K	0	0
Dec 31, 2023		0%	100	530	100	+100.00%
Dec 31, 2023	NATIONAL BANK OF CANADA /FI/	0.02%	1K	5.3K	0	0
Dec 31, 2023	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.02%	805	4.31K	-300	-27.15%
Dec 31, 2023	JPMORGAN CHASE & CO	0%	6	32	2	+50.00%
Dec 31, 2023	ADVISORY SERVICES NETWORK, LLC	0%	49	263	49	+100.00%
Dec 31, 2023	SRS CAPITAL ADVISORS, INC.	0%	100	530	0	0
Dec 31, 2023	WOLFF WIESE MAGANA LLC	0%	144	764	0	0
Dec 31, 2023	ROYAL BANK OF CANADA	0.01%	266	2K	126	+90.00%
Dec 31, 2023	VANGUARD GROUP INC	4.53%	224.81K	1.2M	517	+0.23%
Dec 31, 2023	RENAISSANCE TECHNOLOGIES LLC	1.67%	82.95K	444K	-1.6K	-1.89%
Dec 31, 2023	NEXT CAPITAL MANAGEMENT LLC	1.1%	54.8K	290.44K	0	0
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	0.75%	37.32K	197.82K	-1.58K	-4.06%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	0.56%	27.93K	148.06K	0	0
Dec 31, 2023	TETON ADVISORS, INC.	0.46%	23K	123.22K	0	0
Dec 31, 2023	GABELLI FUNDS LLC	0.4%	20K	107.15K	0	0

Insiders

Among the WVVI insiders holding of 17.71% of the stake in company, BERNAU JAMES W, President, holds the largest shares of 370.88K. TUREL STANLEY G, director, is the second largest WVVI insider with ownership of 20.33K shares. WESTING HEATHER, director, stands third with possession of 4.7K shares of that stake.

Insiders	Designation	Shares Held
BERNAU JAMES W	President	370.88K
TUREL STANLEY G	director	20.33K
WESTING HEATHER	director	4.7K
OSBORN MICHAEL JORDAN	CEO	3.5K
ROSE SARAH ALICE	director	1.11K
GOWARD RICHARD F. JR.	Chief Financial Officer	620

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Dec 11, 2025	OSBORN MICHAEL JORDAN	PURCHASE	2.90	500	1.45K	3.5K
Dec 10, 2025	OSBORN MICHAEL JORDAN	PURCHASE	2.95	500	1.48K	2.5K
Nov 24, 2025	TUREL STANLEY G	PURCHASE	2.59	1.9K	4.92K	20.33K
Nov 21, 2025	BERNAU JAMES W	PURCHASE	2.59	500	1.3K	370.88K
Aug 25, 2025	TUREL STANLEY G	PURCHASE	4.35	250	1.09K	18.43K
Aug 22, 2025	OSBORN MICHAEL JORDAN	PURCHASE	4.14	500	2.07K	1.5K
Aug 22, 2025	TUREL STANLEY G	PURCHASE	4.10	1K	4.1K	18.18K
Aug 21, 2025	OSBORN MICHAEL JORDAN	PURCHASE	4.42	1K	4.42K	1K
Jan 10, 2025	ROSE SARAH ALICE	PURCHASE	3.64	1.11K	4.03K	1.11K
Dec 23, 2024	TUREL STANLEY G	PURCHASE	3.28	1.49K	4.88K	16.83K
Dec 19, 2024	TUREL STANLEY G	PURCHASE	3.26	4	13.04	15.33K
Aug 22, 2024	BERNAU JAMES W	PURCHASE	3.70	408	1.51K	370.38K
Aug 21, 2024	BERNAU JAMES W	PURCHASE	3.70	1.94K	7.16K	369.97K
Aug 21, 2024	TUREL STANLEY G	PURCHASE	3.75	2K	7.5K	15.33K
Aug 20, 2024	TUREL STANLEY G	PURCHASE	3.75	135	506.25	13.33K
Aug 16, 2024	BERNAU JAMES W	PURCHASE	3.70	158	584.6	368.04K
Aug 15, 2024	BERNAU JAMES W	PURCHASE	3.70	200	740	367.88K
Jul 10, 2024	BERNAU JAMES W	PURCHASE	3.90	1.28K	4.98K	365.98K
Jul 09, 2024	TUREL STANLEY G	PURCHASE	3.85	960	3.7K	13.19K
Jun 20, 2024	TUREL STANLEY G	PURCHASE	3.85	40	154	12.23K
Jun 18, 2024	BERNAU JAMES W	PURCHASE	3.92	2.5K	9.8K	364.7K
Jun 20, 2023	BERNAU JAMES W	PURCHASE	5.85	6.59K	38.54K	362.2K
Jun 16, 2023	BERNAU JAMES W	PURCHASE	5.85	112	655.2	355.61K
Oct 11, 2021	BERNAU JAMES W	SALE	13.53	6.64K	89.85K	355.5K
Oct 08, 2021	BERNAU JAMES W	SALE	12.77	14.33K	182.99K	362.14K
Sep 01, 2021	BERNAU JAMES W	SALE	12.75	448	5.71K	376.47K
Aug 31, 2021	BERNAU JAMES W	SALE	12.75	4.62K	58.85K	376.92K
Aug 30, 2021	BERNAU JAMES W	SALE	12.75	558	7.11K	381.54K
Aug 26, 2021	BERNAU JAMES W	SALE	12.75	4.08K	51.97K	382.1K
Aug 25, 2021	BERNAU JAMES W	SALE	12.75	249	3.17K	386.17K
Aug 23, 2021	BERNAU JAMES W	SALE	12.75	2.05K	26.18K	386.42K
May 26, 2021	BERNAU JAMES W	SALE	14.00	16.68K	233.45K	388.47K
May 18, 2021	BERNAU JAMES W	SALE	13.75	14.87K	204.42K	406.27K
May 04, 2021	TUREL STANLEY G	SALE	14.00	2K	28K	12.19K
Feb 05, 2021	BERNAU JAMES W	PURCHASE	7.00	947	6.63K	422.74K
Jan 25, 2021	BERNAU JAMES W	PURCHASE	6.69	245	1.64K	419.81K
Jan 22, 2021	BERNAU JAMES W	PURCHASE	6.61	312	2.06K	419.57K
Jan 12, 2021	BERNAU JAMES W	PURCHASE	6.32	729	4.61K	419.26K
Mar 23, 2020	TUREL STANLEY G	PURCHASE	4.67	1K	4.67K	15.19K
Apr 11, 2019	BERNAU JAMES W	SALE	7.00	11.89K	83.22K	418.53K
Apr 10, 2019	BERNAU JAMES W	SALE	7.10	46	326.6	431.2K
Apr 09, 2019	BERNAU JAMES W	SALE	7.10	271	1.92K	431.63K
Apr 08, 2019	BERNAU JAMES W	SALE	7.10	1	7.1	431.9K
Apr 05, 2019	BERNAU JAMES W	SALE	7.10	627	4.45K	431.9K
Apr 03, 2019	BERNAU JAMES W	SALE	7.10	1	7.1	432.53K
Apr 02, 2019	BERNAU JAMES W	SALE	7.10	400	2.84K	432.53K
Sep 19, 2018	GOWARD RICHARD F. JR.	PURCHASE	7.95	120	954	620
Jul 13, 2018	BERNAU JAMES W	SALE	8.30	120	996	432.93K
Jul 12, 2018	BERNAU JAMES W	SALE	8.30	3.14K	26.05K	433.05K
Jul 09, 2018	BERNAU JAMES W	SALE	8.30	129	1.07K	436.18K
Jul 06, 2018	BERNAU JAMES W	SALE	8.32	100	832	436.31K
Jun 22, 2018	WESTING HEATHER	PURCHASE	8.23	3K	24.69K	4.7K
Jun 22, 2018	BERNAU JAMES W	SALE	8.25	3.88K	32.03K	440.71K
Jun 19, 2018	BERNAU JAMES W	SALE	8.25	117	965.25	444.59K
Jun 18, 2018	BERNAU JAMES W	SALE	8.25	207	1.71K	444.7K
Jun 15, 2018	BERNAU JAMES W	SALE	8.25	7.69K	63.41K	444.91K
Jun 13, 2018	BERNAU JAMES W	SALE	8.25	3.86K	31.8K	452.6K
Jun 12, 2018	BERNAU JAMES W	SALE	8.25	926	7.64K	456.45K
Jun 11, 2018	BERNAU JAMES W	SALE	8.25	175	1.44K	457.38K
Jun 08, 2018	BERNAU JAMES W	SALE	8.25	347	2.86K	457.55K
Jun 06, 2018	BERNAU JAMES W	SALE	8.25	6.4K	52.83K	457.9K
May 29, 2018	BERNAU JAMES W	SALE	8.25	100	825	464.3K
Jan 17, 2018	BERNAU JAMES W	SALE	8.00	6.62K	52.95K	465.71K
Jan 16, 2018	BERNAU JAMES W	SALE	8.01	200	1.6K	475.65K
Nov 30, 2017	BERNAU JAMES W	SALE	8.25	6.59K	54.34K	478.21K
Nov 27, 2017	BERNAU JAMES W	SALE	8.33	100	833	489.38K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE3.4K4

SALES00

NET SHARES3.4K4

SHARES HELD397.21K4

% NET SHARES-99.14%0%

Frequently Asked Questions

Stock Outstanding Shares

ShortableYes

OptionableNo

Short Percent Of Outstanding Shares0.07

Short Percent Of Float0.07

Shares Outstanding4.96M

Shares Float4.10M

Shares Short3.25K

Short Ratio1.18

0.07%

Short % of Float

0.07%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

17.71% Percentage of Shares held by All Insiders

13% Percentage of Shares held by All Institutions

15.8% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	STATE STREET CORP	0.22%	10.7K	32.64K	0	0
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	6.9%	342.36K	3.63M	342.04K	+108,584.76%
Dec 31, 2025	FREEGULLIVER LLC	0%	0	-	-102.57K	-100.00%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0%	0	-	-300	-100.00%
Dec 31, 2025	ADVISORY SERVICES NETWORK, LLC	0%	0	-	-49	-100.00%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-10.74K	-100.00%
Dec 31, 2025	FINANCIALLY SPEAKING INC	0%	100	305	0	0
Dec 31, 2025	ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT, LLC	0%	100	305	0	0
Dec 31, 2025	ROYAL BANK OF CANADA	0.01%	401	1K	401	+100.00%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.02%	1.19K	3.63K	0	0
Dec 31, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.03%	1.31K	3.99K	117	+9.82%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.03%	1.71K	5.22K	107	+6.67%
Dec 31, 2025	NATIONAL BANK OF CANADA /FI/	0.04%	2.1K	6.3K	1K	+90.91%
Dec 31, 2025	EP WEALTH ADVISORS, LLC	0.32%	15.79K	48.17K	15.79K	+100.00%
Dec 31, 2025	CITADEL ADVISORS LLC	0.42%	20.69K	63.12K	20.69K	+100.00%
Dec 31, 2025	WOLFF WIESE MAGANA LLC	0%	144	440	0	0
Dec 31, 2025	ALLWORTH FINANCIAL LP	0.02%	1.08K	3.29K	200	+22.81%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.1%	4.77K	14.56K	-275	-5.45%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.2%	9.7K	29.59K	2.2K	+29.33%
Dec 31, 2025	PRICE T ROWE ASSOCIATES INC /MD/	0.22%	10.85K	34K	0	0
Dec 31, 2025	BLACKROCK, INC.	0.22%	10.91K	33.28K	450	+4.30%
Dec 31, 2025	CREATIVE PLANNING	0.31%	15.6K	47.58K	0	0
Dec 31, 2025	CLEARVIEW WEALTH ADVISORS LLC	0.31%	15.62K	47.65K	98	+0.63%
Dec 31, 2025	VANGUARD GROUP INC	4.53%	224.81K	685.68K	0	0
Dec 31, 2025		0%	44	134	44	+100.00%
Dec 31, 2025	SRS CAPITAL ADVISORS, INC.	0%	100	305	0	0
Dec 31, 2025	SBI SECURITIES CO., LTD.	0%	134	409	21	+18.58%
Dec 31, 2025	PARALLEL ADVISORS, LLC	0.01%	300	915	0	0
Dec 31, 2025	US BANCORP \DE\	0.01%	400	1.22K	0	0
Dec 31, 2025	CWM, LLC	0.01%	406	1K	0	0
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.01%	436	1.33K	0	0
Dec 31, 2025	CLARITY ASSET MANAGEMENT, INC.	0.01%	700	2.14K	0	0
Dec 31, 2025	UBS GROUP AG	0.02%	826	2.52K	-240	-22.51%
Dec 31, 2025	MORGAN STANLEY	0.04%	1.93K	5.87K	-3.95K	-67.23%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.26%	12.92K	39.41K	0	0
Dec 31, 2025	JAMES INVESTMENT RESEARCH INC	0.26%	12.92K	39.41K	0	0
Dec 31, 2025	GABELLI FUNDS LLC	0.4%	20K	61K	0	0
Dec 31, 2025	DIMENSIONAL FUND ADVISORS LP	0.63%	31.31K	95.48K	-1.14K	-3.50%
Dec 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.77%	38K	115.94K	823	+2.21%
Dec 31, 2025	NEXT CAPITAL MANAGEMENT LLC	1.1%	54.8K	167.14K	0	0
Dec 31, 2025	RENAISSANCE TECHNOLOGIES LLC	1.38%	68.65K	209.39K	-3.5K	-4.85%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.15%	7.5K	26.78K	800	+11.94%
Sep 30, 2025	US BANCORP \DE\	0.01%	400	1.43K	0	0
Sep 30, 2025	BLACKROCK, INC.	0.21%	10.46K	37.35K	300	+2.95%
Sep 30, 2025	STATE STREET CORP	0.22%	10.7K	38.95K	0	0
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.22%	10.74K	39.11K	10.74K	+100.00%
Sep 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	0.22%	10.85K	40K	0	0
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.26%	12.92K	46.13K	0	0
Sep 30, 2025	JAMES INVESTMENT RESEARCH INC	0.26%	12.92K	46.13K	0	0
Sep 30, 2025	CLEARVIEW WEALTH ADVISORS LLC	0.31%	15.52K	56.51K	-50	-0.32%
Sep 30, 2025	CREATIVE PLANNING	0.31%	15.6K	56.78K	0	0
Sep 30, 2025	GABELLI FUNDS LLC	0.4%	20K	71.4K	0	0
Sep 30, 2025		0.46%	23K	82.11K	23K	+100.00%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	0.65%	32.44K	118.09K	0	0
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.75%	37.18K	135.38K	149	+0.40%
Sep 30, 2025	NEXT CAPITAL MANAGEMENT LLC	1.1%	54.8K	199.47K	0	0
Sep 30, 2025	RENAISSANCE TECHNOLOGIES LLC	1.45%	72.15K	257.58K	-300	-0.41%
Sep 30, 2025	FREEGULLIVER LLC	2.07%	102.57K	373.37K	604	+0.59%
Sep 30, 2025	VANGUARD GROUP INC	4.53%	224.81K	818.32K	0	0
Sep 30, 2025	ADVISORY SERVICES NETWORK, LLC	0%	49	175	49	+100.00%
Sep 30, 2025	FINANCIALLY SPEAKING INC	0%	100	364	0	0
Sep 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0%	0	-	-225	-100.00%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.01%	315	1.13K	0	0
Sep 30, 2025	ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT, LLC	0%	100	364	0	0
Sep 30, 2025	SRS CAPITAL ADVISORS, INC.	0%	100	364	0	0
Sep 30, 2025	ROYAL BANK OF CANADA	0%	0	-	-100	-100.00%
Sep 30, 2025	SBI SECURITIES CO., LTD.	0%	113	403	13	+13.00%
Sep 30, 2025	WOLFF WIESE MAGANA LLC	0%	144	525	0	0
Sep 30, 2025	PARALLEL ADVISORS, LLC	0.01%	300	1.08K	0	0
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.01%	300	1.39K	0	0
Sep 30, 2025	CWM, LLC	0.01%	406	1K	0	0
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.01%	436	1.56K	0	0
Sep 30, 2025	CLARITY ASSET MANAGEMENT, INC.	0.01%	700	2.5K	0	0
Sep 30, 2025	ALLWORTH FINANCIAL LP	0.02%	877	3.19K	0	0
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0%	0	-	-7.36K	-100.00%
Sep 30, 2025	UBS GROUP AG	0.02%	1.07K	3.81K	-732	-40.71%
Sep 30, 2025	NATIONAL BANK OF CANADA /FI/	0.02%	1.1K	3.8K	0	0
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.02%	1.19K	4.12K	0	0
Sep 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.02%	1.19K	4.25K	622	+109.31%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.03%	1.6K	5.73K	-36	-2.20%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.1%	5.05K	18.03K	0	0
Sep 30, 2025	MORGAN STANLEY	0.12%	5.88K	20.97K	-1.5K	-20.34%
Jun 30, 2025	CLARITY ASSET MANAGEMENT, INC.	0.01%	700	3.89K	0	0
Jun 30, 2025	MORGAN STANLEY	0.15%	7.38K	40.93M	0	0
Jun 30, 2025	FREEGULLIVER LLC	2.05%	101.97K	562.87K	37.25K	+57.57%
Jun 30, 2025	RENAISSANCE TECHNOLOGIES LLC	1.46%	72.45K	402.11K	-1.1K	-1.50%
Jun 30, 2025	NEXT CAPITAL MANAGEMENT LLC	1.1%	54.8K	302.5K	0	0
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.75%	37.03K	204.47K	119	+0.32%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	0.65%	32.44K	179.08K	998	+3.17%
Jun 30, 2025	JAMES INVESTMENT RESEARCH INC	0.26%	12.92K	71.71K	0	0
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.26%	12.92K	71.71K	0	0
Jun 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	0.22%	10.85K	60K	0	0
Jun 30, 2025	STATE STREET CORP	0.22%	10.7K	59.06K	0	0
Jun 30, 2025	BLACKROCK, INC.	0.2%	10.16K	56.4K	10.16K	+100.00%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.15%	7.36K	40.86K	7.36K	+100.00%
Jun 30, 2025	CWM, LLC	0.01%	406	2K	0	0
Jun 30, 2025	US BANCORP \DE\	0.01%	400	2.22K	0	0
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.01%	315	1.75K	0	0
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0%	0	-	-300	-100.00%
Jun 30, 2025	TETON ADVISORS, INC.	0.46%	23K	127.65K	0	0
Jun 30, 2025	GABELLI FUNDS LLC	0.4%	20K	111K	0	0
Jun 30, 2025	CREATIVE PLANNING	0.31%	15.6K	86.11K	0	0
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.14%	6.7K	37.19K	0	0
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.1%	5.05K	28.02K	0	0
Jun 30, 2025	UBS GROUP AG	0.04%	1.8K	9.98K	1.79K	+17,880.00%
Jun 30, 2025	CLEARVIEW WEALTH ADVISORS LLC	0.31%	15.57K	85.97K	0	0
Jun 30, 2025		0%	100	552	100	+100.00%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.01%	300	1.67K	-100	-25.00%
Jun 30, 2025	JPMORGAN CHASE & CO	0%	0	-	-8	-100.00%
Jun 30, 2025	VANGUARD GROUP INC	4.53%	224.81K	1.24M	0	0
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.03%	1.64K	9.1K	2	+0.12%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.02%	1.19K	6.4K	590	+98.33%
Jun 30, 2025	NATIONAL BANK OF CANADA /FI/	0.02%	1.1K	6.05K	0	0
Jun 30, 2025	ALLWORTH FINANCIAL LP	0.02%	877	4.84K	0	0
Jun 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.01%	569	3.16K	49	+9.42%
Jun 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.01%	436	2.42K	135	+44.85%
Jun 30, 2025	PARALLEL ADVISORS, LLC	0.01%	300	1.66K	0	0
Jun 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0%	225	1.24K	225	+100.00%
Jun 30, 2025	WOLFF WIESE MAGANA LLC	0%	144	795	0	0
Jun 30, 2025	ROYAL BANK OF CANADA	0%	100	1K	0	0
Jun 30, 2025	SRS CAPITAL ADVISORS, INC.	0%	100	552	0	0
Jun 30, 2025	ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT, LLC	0%	100	552	0	0
Jun 30, 2025	SBI SECURITIES CO., LTD.	0%	100	555	12	+13.64%
Jun 30, 2025	FINANCIALLY SPEAKING INC	0%	100	552	100	+100.00%
Mar 31, 2025	ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT, LLC	0%	100	594	0	0
Mar 31, 2025		0%	0	-	-100	-100.00%
Mar 31, 2025	CWM, LLC	0.01%	406	2K	406	+100.00%
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.01%	600	3.63K	0	0
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.74%	36.91K	219.33K	2.12K	+6.11%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.03%	1.64K	9.73K	1	+0.06%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.1%	5.05K	29.99K	0	0
Mar 31, 2025	JPMORGAN CHASE & CO	0%	8	48	-1	-11.11%
Mar 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.01%	301	1.82K	301	+100.00%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.01%	315	1.87K	0	0
Mar 31, 2025	SRS CAPITAL ADVISORS, INC.	0%	100	594	0	0
Mar 31, 2025	ROYAL BANK OF CANADA	0%	100	1K	100	+100.00%
Mar 31, 2025	WOLFF WIESE MAGANA LLC	0%	144	856	0	0
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.01%	300	1.78K	300	+100.00%
Mar 31, 2025	PARALLEL ADVISORS, LLC	0.01%	300	1.78K	0	0
Mar 31, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.01%	520	3.09K	-868	-62.54%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	0.63%	31.44K	186.77K	1.5K	+5.02%
Mar 31, 2025	STATE STREET CORP	0.22%	10.7K	63.56K	0	0
Mar 31, 2025	NEXT CAPITAL MANAGEMENT LLC	1.1%	54.8K	325.51K	0	0
Mar 31, 2025	FREEGULLIVER LLC	1.3%	64.72K	384.41K	64.72K	+100.00%
Mar 31, 2025	RENAISSANCE TECHNOLOGIES LLC	1.48%	73.55K	436.9K	-800	-1.08%
Mar 31, 2025	HUMAN INVESTING LLC	0%	0	-	-800	-100.00%
Mar 31, 2025	ALLWORTH FINANCIAL LP	0.02%	877	5.25K	-20	-2.23%
Mar 31, 2025	NATIONAL BANK OF CANADA /FI/	0.02%	1.1K	6.5K	0	0
Mar 31, 2025	VANGUARD GROUP INC	4.53%	224.81K	1.34M	0	0
Mar 31, 2025	CLARITY ASSET MANAGEMENT, INC.	0.01%	700	4.16K	0	0
Mar 31, 2025	US BANCORP \DE\	0.01%	400	2.38K	0	0
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.01%	400	2.38K	200	+100.00%
Mar 31, 2025	CITADEL ADVISORS LLC	0%	0	-	-11.73K	-100.00%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.14%	6.7K	39.8K	2K	+42.55%
Mar 31, 2025	MORGAN STANLEY	0.15%	7.38K	43.81K	-100	-1.34%
Mar 31, 2025	PRICE T ROWE ASSOCIATES INC /MD/	0.22%	10.85K	65K	0	0
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.26%	12.92K	76.75K	0	0
Mar 31, 2025	JAMES INVESTMENT RESEARCH INC	0.26%	12.92K	76.75K	0	0
Mar 31, 2025	CLEARVIEW WEALTH ADVISORS LLC	0.31%	15.57K	92.51K	0	0
Mar 31, 2025	CREATIVE PLANNING	0.31%	15.6K	92.66K	0	0
Mar 31, 2025	GABELLI FUNDS LLC	0.4%	20K	118.8K	0	0
Mar 31, 2025	TETON ADVISORS, INC.	0.46%	23K	136.62K	0	0
Mar 31, 2025	UBS GROUP AG	0%	10	59	10	+100.00%
Mar 31, 2024	RENAISSANCE TECHNOLOGIES LLC	1.63%	81.05K	425K	-1.9K	-2.29%
Mar 31, 2024	JPMORGAN CHASE & CO	0%	9	45	3	+50.00%
Mar 31, 2024	ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT, LLC	0%	100	501	0	0
Mar 31, 2024	SRS CAPITAL ADVISORS, INC.	0%	100	501	0	0
Mar 31, 2024	WOLFF WIESE MAGANA LLC	0%	144	722	0	0
Mar 31, 2024	ALLWORTH FINANCIAL LP	0.01%	297	1.49K	0	0
Mar 31, 2024	PARALLEL ADVISORS, LLC	0.01%	300	1.5K	0	0
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.01%	315	1.65K	0	0
Mar 31, 2024	ROYAL BANK OF CANADA	0.01%	317	2K	51	+19.17%
Mar 31, 2024	UBS GROUP AG	0.01%	432	2.26K	432	+100.00%
Mar 31, 2024	CLARITY ASSET MANAGEMENT, INC.	0.01%	700	3.67K	0	0
Mar 31, 2024	NATIONAL BANK OF CANADA /FI/	0.02%	1K	4.15K	0	0
Mar 31, 2024	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.02%	1.11K	5.79K	300	+37.27%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.03%	1.6K	8.39K	-1	-0.06%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.04%	1.96K	10.28K	500	+34.20%
Mar 31, 2024	TOWER RESEARCH CAPITAL LLC (TRC)	0.04%	2.04K	10.68K	40	+2.00%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.04%	2.23K	11.69K	-281	-11.19%
Mar 31, 2024	MORGAN STANLEY	0.17%	8.58K	44.93K	800	+10.29%
Mar 31, 2024	STATE STREET CORP	0.22%	10.7K	53.61K	-3.41K	-24.18%
Mar 31, 2024	BLACKROCK INC.	0.22%	10.77K	56.44K	-260	-2.36%
Mar 31, 2024	PRICE T ROWE ASSOCIATES INC /MD/	0.22%	10.85K	55K	0	0
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.26%	12.92K	67.71K	0	0
Mar 31, 2024	JAMES INVESTMENT RESEARCH INC	0.26%	12.92K	67.71K	0	0
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.26%	12.94K	64.83K	2.8K	+27.66%
Mar 31, 2024	CLEARVIEW WEALTH ADVISORS LLC	0.31%	15.57K	78.03K	0	0
Mar 31, 2024	CREATIVE PLANNING	0.31%	15.6K	78.16K	0	0
Mar 31, 2024	GABELLI FUNDS LLC	0.4%	20K	104.8K	0	0
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	0.75%	37.32K	186.99K	0	0
Mar 31, 2024	NEXT CAPITAL MANAGEMENT LLC	1.1%	54.8K	274.55K	0	0
Mar 31, 2024	TETON ADVISORS, INC.	0.46%	23K	120.52K	0	0
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	0.56%	27.93K	139.96K	0	0
Mar 31, 2024	VANGUARD GROUP INC	4.53%	224.81K	1.18M	0	0
Mar 31, 2024	US BANCORP \DE\	0.05%	2.7K	14.15K	0	0
Mar 31, 2024	ADVISORY SERVICES NETWORK, LLC	0%	0	-	-49	-100.00%
Dec 31, 2023	CREATIVE PLANNING	0.31%	15.6K	82.68K	-15.5K	-49.84%
Dec 31, 2023	CLEARVIEW WEALTH ADVISORS LLC	0.31%	15.57K	82.54K	0	0
Dec 31, 2023	STATE STREET CORP	0.28%	14.11K	74.79K	0	0
Dec 31, 2023	JAMES INVESTMENT RESEARCH INC	0.26%	12.92K	69.22K	0	0
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.26%	12.92K	66.03K	0	0
Dec 31, 2023	BLACKROCK INC.	0.22%	11.03K	59.09K	-924	-7.73%
Dec 31, 2023	PRICE T ROWE ASSOCIATES INC /MD/	0.22%	10.85K	58K	0	0
Dec 31, 2023	MORGAN STANLEY	0.16%	7.78K	41.65K	400	+5.42%
Dec 31, 2023	US BANCORP \DE\	0.05%	2.7K	14.47K	0	0
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.05%	2.51K	13.45K	1	+0.04%
Dec 31, 2023	TOWER RESEARCH CAPITAL LLC (TRC)	0.04%	2K	10.7K	88	+4.61%
Dec 31, 2023	ALLWORTH FINANCIAL LP	0.01%	297	1.58K	0	0
Dec 31, 2023	PARALLEL ADVISORS, LLC	0.01%	300	1.59K	0	0
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.03%	1.6K	8.58K	1	+0.06%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.03%	1.46K	7.83K	-166	-10.20%
Dec 31, 2023	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.01%	315	1.69K	0	0
Dec 31, 2023		0%	100	530	100	+100.00%
Dec 31, 2023	NATIONAL BANK OF CANADA /FI/	0.02%	1K	5.3K	0	0
Dec 31, 2023	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.02%	805	4.31K	-300	-27.15%
Dec 31, 2023	JPMORGAN CHASE & CO	0%	6	32	2	+50.00%
Dec 31, 2023	ADVISORY SERVICES NETWORK, LLC	0%	49	263	49	+100.00%
Dec 31, 2023	SRS CAPITAL ADVISORS, INC.	0%	100	530	0	0
Dec 31, 2023	WOLFF WIESE MAGANA LLC	0%	144	764	0	0
Dec 31, 2023	ROYAL BANK OF CANADA	0.01%	266	2K	126	+90.00%
Dec 31, 2023	VANGUARD GROUP INC	4.53%	224.81K	1.2M	517	+0.23%
Dec 31, 2023	RENAISSANCE TECHNOLOGIES LLC	1.67%	82.95K	444K	-1.6K	-1.89%
Dec 31, 2023	NEXT CAPITAL MANAGEMENT LLC	1.1%	54.8K	290.44K	0	0
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	0.75%	37.32K	197.82K	-1.58K	-4.06%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	0.56%	27.93K	148.06K	0	0
Dec 31, 2023	TETON ADVISORS, INC.	0.46%	23K	123.22K	0	0
Dec 31, 2023	GABELLI FUNDS LLC	0.4%	20K	107.15K	0	0

Insiders

Insiders	Designation	Shares Held
BERNAU JAMES W	President	370.88K
TUREL STANLEY G	director	20.33K
WESTING HEATHER	director	4.7K
OSBORN MICHAEL JORDAN	CEO	3.5K
ROSE SARAH ALICE	director	1.11K
GOWARD RICHARD F. JR.	Chief Financial Officer	620

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Dec 11, 2025	OSBORN MICHAEL JORDAN	PURCHASE	2.90	500	1.45K	3.5K
Dec 10, 2025	OSBORN MICHAEL JORDAN	PURCHASE	2.95	500	1.48K	2.5K
Nov 24, 2025	TUREL STANLEY G	PURCHASE	2.59	1.9K	4.92K	20.33K
Nov 21, 2025	BERNAU JAMES W	PURCHASE	2.59	500	1.3K	370.88K
Aug 25, 2025	TUREL STANLEY G	PURCHASE	4.35	250	1.09K	18.43K
Aug 22, 2025	OSBORN MICHAEL JORDAN	PURCHASE	4.14	500	2.07K	1.5K
Aug 22, 2025	TUREL STANLEY G	PURCHASE	4.10	1K	4.1K	18.18K
Aug 21, 2025	OSBORN MICHAEL JORDAN	PURCHASE	4.42	1K	4.42K	1K
Jan 10, 2025	ROSE SARAH ALICE	PURCHASE	3.64	1.11K	4.03K	1.11K
Dec 23, 2024	TUREL STANLEY G	PURCHASE	3.28	1.49K	4.88K	16.83K
Dec 19, 2024	TUREL STANLEY G	PURCHASE	3.26	4	13.04	15.33K
Aug 22, 2024	BERNAU JAMES W	PURCHASE	3.70	408	1.51K	370.38K
Aug 21, 2024	BERNAU JAMES W	PURCHASE	3.70	1.94K	7.16K	369.97K
Aug 21, 2024	TUREL STANLEY G	PURCHASE	3.75	2K	7.5K	15.33K
Aug 20, 2024	TUREL STANLEY G	PURCHASE	3.75	135	506.25	13.33K
Aug 16, 2024	BERNAU JAMES W	PURCHASE	3.70	158	584.6	368.04K
Aug 15, 2024	BERNAU JAMES W	PURCHASE	3.70	200	740	367.88K
Jul 10, 2024	BERNAU JAMES W	PURCHASE	3.90	1.28K	4.98K	365.98K
Jul 09, 2024	TUREL STANLEY G	PURCHASE	3.85	960	3.7K	13.19K
Jun 20, 2024	TUREL STANLEY G	PURCHASE	3.85	40	154	12.23K
Jun 18, 2024	BERNAU JAMES W	PURCHASE	3.92	2.5K	9.8K	364.7K
Jun 20, 2023	BERNAU JAMES W	PURCHASE	5.85	6.59K	38.54K	362.2K
Jun 16, 2023	BERNAU JAMES W	PURCHASE	5.85	112	655.2	355.61K
Oct 11, 2021	BERNAU JAMES W	SALE	13.53	6.64K	89.85K	355.5K
Oct 08, 2021	BERNAU JAMES W	SALE	12.77	14.33K	182.99K	362.14K
Sep 01, 2021	BERNAU JAMES W	SALE	12.75	448	5.71K	376.47K
Aug 31, 2021	BERNAU JAMES W	SALE	12.75	4.62K	58.85K	376.92K
Aug 30, 2021	BERNAU JAMES W	SALE	12.75	558	7.11K	381.54K
Aug 26, 2021	BERNAU JAMES W	SALE	12.75	4.08K	51.97K	382.1K
Aug 25, 2021	BERNAU JAMES W	SALE	12.75	249	3.17K	386.17K
Aug 23, 2021	BERNAU JAMES W	SALE	12.75	2.05K	26.18K	386.42K
May 26, 2021	BERNAU JAMES W	SALE	14.00	16.68K	233.45K	388.47K
May 18, 2021	BERNAU JAMES W	SALE	13.75	14.87K	204.42K	406.27K
May 04, 2021	TUREL STANLEY G	SALE	14.00	2K	28K	12.19K
Feb 05, 2021	BERNAU JAMES W	PURCHASE	7.00	947	6.63K	422.74K
Jan 25, 2021	BERNAU JAMES W	PURCHASE	6.69	245	1.64K	419.81K
Jan 22, 2021	BERNAU JAMES W	PURCHASE	6.61	312	2.06K	419.57K
Jan 12, 2021	BERNAU JAMES W	PURCHASE	6.32	729	4.61K	419.26K
Mar 23, 2020	TUREL STANLEY G	PURCHASE	4.67	1K	4.67K	15.19K
Apr 11, 2019	BERNAU JAMES W	SALE	7.00	11.89K	83.22K	418.53K
Apr 10, 2019	BERNAU JAMES W	SALE	7.10	46	326.6	431.2K
Apr 09, 2019	BERNAU JAMES W	SALE	7.10	271	1.92K	431.63K
Apr 08, 2019	BERNAU JAMES W	SALE	7.10	1	7.1	431.9K
Apr 05, 2019	BERNAU JAMES W	SALE	7.10	627	4.45K	431.9K
Apr 03, 2019	BERNAU JAMES W	SALE	7.10	1	7.1	432.53K
Apr 02, 2019	BERNAU JAMES W	SALE	7.10	400	2.84K	432.53K
Sep 19, 2018	GOWARD RICHARD F. JR.	PURCHASE	7.95	120	954	620
Jul 13, 2018	BERNAU JAMES W	SALE	8.30	120	996	432.93K
Jul 12, 2018	BERNAU JAMES W	SALE	8.30	3.14K	26.05K	433.05K
Jul 09, 2018	BERNAU JAMES W	SALE	8.30	129	1.07K	436.18K
Jul 06, 2018	BERNAU JAMES W	SALE	8.32	100	832	436.31K
Jun 22, 2018	WESTING HEATHER	PURCHASE	8.23	3K	24.69K	4.7K
Jun 22, 2018	BERNAU JAMES W	SALE	8.25	3.88K	32.03K	440.71K
Jun 19, 2018	BERNAU JAMES W	SALE	8.25	117	965.25	444.59K
Jun 18, 2018	BERNAU JAMES W	SALE	8.25	207	1.71K	444.7K
Jun 15, 2018	BERNAU JAMES W	SALE	8.25	7.69K	63.41K	444.91K
Jun 13, 2018	BERNAU JAMES W	SALE	8.25	3.86K	31.8K	452.6K
Jun 12, 2018	BERNAU JAMES W	SALE	8.25	926	7.64K	456.45K
Jun 11, 2018	BERNAU JAMES W	SALE	8.25	175	1.44K	457.38K
Jun 08, 2018	BERNAU JAMES W	SALE	8.25	347	2.86K	457.55K
Jun 06, 2018	BERNAU JAMES W	SALE	8.25	6.4K	52.83K	457.9K
May 29, 2018	BERNAU JAMES W	SALE	8.25	100	825	464.3K
Jan 17, 2018	BERNAU JAMES W	SALE	8.00	6.62K	52.95K	465.71K
Jan 16, 2018	BERNAU JAMES W	SALE	8.01	200	1.6K	475.65K
Nov 30, 2017	BERNAU JAMES W	SALE	8.25	6.59K	54.34K	478.21K
Nov 27, 2017	BERNAU JAMES W	SALE	8.33	100	833	489.38K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE3.4K4

SALES00

NET SHARES3.4K4

SHARES HELD397.21K4

% NET SHARES-99.14%0%

WVVI Stock Ownership Breakdown