ETF Holdings Breakdown of PWP

Stock Name	Perella Weinberg Partners
Ticker	PWP(USD) NASDAQ
TYPE	Common Stock
Country	USA
ISIN	US71367G1022

News associated with PWP

Captrust Financial Advisors Invests $248,000 in Perella Weinberg Partners (NASDAQ:PWP): Captrust Financial Advisors acquired a new position in Perella Weinberg Partners (NASDAQ:PWP – Free Report) during the fourth quarter, HoldingsChannel reports. The institutional investor acquired 10,394 shares of the company’s stock, valued at approximately $248,000. A number of other large investors have also recently made changes to their positions in the business. Quadrant Capital Group […] - 2025-05-22 07:47:00
Keefe, Bruyette & Woods Cuts Perella Weinberg Partners (NASDAQ:PWP) Price Target to $22.00: Perella Weinberg Partners (NASDAQ:PWP – Get Free Report) had its price objective decreased by equities research analysts at Keefe, Bruyette & Woods from $24.00 to $22.00 in a report released on Monday,Benzinga reports. The brokerage currently has an “outperform” rating on the stock. Keefe, Bruyette & Woods’ price objective points to a potential upside of […] - 2025-05-14 05:56:49
Perella Weinberg Partners (NASDAQ:PWP) Shares Sold by Voya Investment Management LLC: Voya Investment Management LLC lessened its holdings in shares of Perella Weinberg Partners (NASDAQ:PWP – Free Report) by 9.8% during the 4th quarter, HoldingsChannel reports. The firm owned 16,895 shares of the company’s stock after selling 1,827 shares during the period. Voya Investment Management LLC’s holdings in Perella Weinberg Partners were worth $403,000 at the […] - 2025-05-11 08:35:02
Barclays PLC Boosts Stake in Perella Weinberg Partners (NASDAQ:PWP): Barclays PLC raised its position in Perella Weinberg Partners (NASDAQ:PWP – Free Report) by 8.7% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 202,517 shares of the company’s stock after purchasing an additional 16,130 shares during the quarter. Barclays […] - 2025-04-27 09:06:50
775,710 Shares in Perella Weinberg Partners (NASDAQ:PWP) Acquired by Raymond James Financial Inc.: Raymond James Financial Inc. purchased a new stake in Perella Weinberg Partners (NASDAQ:PWP – Free Report) in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund purchased 775,710 shares of the company’s stock, valued at approximately $18,493,000. A number of other hedge funds and other institutional investors […] - 2025-04-21 07:40:49
Perella Weinberg Partners (NASDAQ:PWP) Shares Acquired by Geode Capital Management LLC: Geode Capital Management LLC lifted its holdings in shares of Perella Weinberg Partners (NASDAQ:PWP – Free Report) by 1.9% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm owned 1,281,969 shares of the company’s stock after buying an additional 24,349 shares during the period. Geode Capital Management […] - 2025-04-17 07:53:08
JMP Securities Lowers Perella Weinberg Partners (NASDAQ:PWP) Price Target to $29.00: Perella Weinberg Partners (NASDAQ:PWP – Get Free Report) had its price objective cut by JMP Securities from $33.00 to $29.00 in a report released on Tuesday,Benzinga reports. The brokerage presently has a “market outperform” rating on the stock. JMP Securities’ price objective would suggest a potential upside of 65.34% from the company’s current price. Other […] - 2025-04-10 05:58:46
Perella Weinberg Partners (NASDAQ:PWP) Stock Holdings Decreased by Arrowstreet Capital Limited Partnership: Arrowstreet Capital Limited Partnership decreased its stake in Perella Weinberg Partners (NASDAQ:PWP – Free Report) by 8.1% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 160,430 shares of the company’s stock after selling 14,095 shares during the quarter. Arrowstreet Capital […] - 2025-04-09 08:30:56
Perella Weinberg Partners (NASDAQ:PWP) Given New $18.00 Price Target at The Goldman Sachs Group: Perella Weinberg Partners (NASDAQ:PWP – Get Free Report) had its price target lowered by investment analysts at The Goldman Sachs Group from $20.00 to $18.00 in a research report issued to clients and investors on Wednesday,Benzinga reports. The firm presently has a “sell” rating on the stock. The Goldman Sachs Group’s target price would suggest […] - 2025-04-04 05:32:45
Rhumbline Advisers Acquires 854 Shares of Perella Weinberg Partners (NASDAQ:PWP): Rhumbline Advisers lifted its position in Perella Weinberg Partners (NASDAQ:PWP – Free Report) by 1.2% in the fourth quarter, HoldingsChannel.com reports. The firm owned 70,861 shares of the company’s stock after acquiring an additional 854 shares during the period. Rhumbline Advisers’ holdings in Perella Weinberg Partners were worth $1,689,000 as of its most recent filing […] - 2025-03-05 08:14:58
Reviewing Perella Weinberg Partners (NASDAQ:PWP) & BTC Digital (NASDAQ:BTCT): Perella Weinberg Partners (NASDAQ:PWP – Get Free Report) and BTC Digital (NASDAQ:BTCT – Get Free Report) are both finance companies, but which is the better investment? We will contrast the two businesses based on the strength of their institutional ownership, risk, dividends, profitability, analyst recommendations, earnings and valuation. Valuation & Earnings This table compares Perella […] - 2025-03-03 06:32:48
Perella Weinberg Partners (NASDAQ:PWP) Shares Sold by Private Advisor Group LLC: Private Advisor Group LLC trimmed its position in shares of Perella Weinberg Partners (NASDAQ:PWP – Free Report) by 2.4% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 70,965 shares of the company’s stock after selling 1,777 shares during the […] - 2025-02-27 09:01:02

PWP institutional holdings

The following institutional investment holdings of PWP have been identified

Date ETF ISIN/Name Num Shares Book value
2025-06-26 IE00BF4RFH31 (iShares MSCI World Small Cap UCITS ETF USD (Acc)) 34,327 USD 672,123

2025-06-26 IE00B3VWM098 (iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced ETF USD Acc) 4,153 USD 81,316

2025-06-26 IE000T9EOCL3 (iShares MSCI World Small Cap ESG Enhanced UCITS ETF USD (Acc)) 314 USD 6,148

Total = 38,794 USD 759,587
Book value of shares is calculated on the adjusted close price of each day (row).

Date	ETF ISIN/Name	Num Shares	Book value
2025-06-26	IE00BF4RFH31 (iShares MSCI World Small Cap UCITS ETF USD (Acc))	34,327	USD 672,123
2025-06-26	IE00B3VWM098 (iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced ETF USD Acc)	4,153	USD 81,316
2025-06-26	IE000T9EOCL3 (iShares MSCI World Small Cap ESG Enhanced UCITS ETF USD (Acc))	314	USD 6,148
Total =	38,794	USD 759,587

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