This has me scratching my head too. With only 26 years left on the VWL contracts, it would be very interesting if they opened up a bunch of new points with only that much time left. It would seem that they would be counting heavily on current owner add-ons to help secure the elusive December reservations, etc. I mean with the current price of VWL points from Disney, I can't see a new owner wanting to buy points there when for a little more money they can have a 50 year contract.
I think the OKW "extension offer" was pretty much a failure though I have no data to support that. So I don't see them doing that at VWL (for a fee or for free).
And VWL II for the relatively small amount of rooms & points seems like a tough one as well. Just hard to imagine that but I can't rule it out in my mind.
We aren't really looking for more points so it is idle speculation for us. But it is interesting and of course does have an impact on us especially if they create some Concierge villas. Good grist for the mill!