Perella Weinberg Partners (PWP)
- Sector
- Financial Services
- Industry
- Capital Markets
- Last price
- $13.68
- As of
Kresmion compiles this page from PWP's SEC filings, its 13F institutional holders and the market events Kresmion detects, each linked to its source.
Perella Weinberg Partners (PWP): 3 institutional managers tracked by Kresmion reported non-option positions in their 2026Q2 Form 13F filings, and the most recent SEC filing on record for the company is a Form 10-Q filed 2026-10-30.
See the full PWP dossier
Price with insider and filing markers, who is positioning, fundamentals and peers for PWP on one page. Preview it with sample data, then open it live with a free account.
Preview the PWP dossierActive events for PWP
- mediumEarnings above estimates
Q3-2026: Beat consensus by 168.2%, EPS $0.39 vs $0.1454 estimate
- high13F: funds added
3 tracked funds increased PWP this 2026Q2, institutional consensus
- high13F: large increase
CITADEL ADVISORS LLC added +70% to PWP (2026Q2)
- medium13F: new position
Point72 Asset Management, L.P. new position in PWP
- high13F: large reduction
MILLENNIUM MANAGEMENT LLC cut 95% of PWP (2026Q2)
FREE, NO ACCOUNT
Every event on PWP, as it fires
You are seeing 5 of 10 events recorded on PWP since 2026-05-30.
The five above landed across 3 days. The other 5 were recorded on 2 other days.
No fixed schedule: it goes out when the data has something in it. Unsubscribe anytime. We never sell your data.
PWP positions held by the managers we follow (2026Q2)
What the managers we follow bought and sold in Q2 2026
| Manager / security | Market value | % of reported value |
|---|---|---|
| Point72 Asset Management, L.P. FundCUSIP 71367G102 · 2026Q2 | $11.6M | 0.02% |
| CITADEL ADVISORS LLC FundCUSIP 71367G102 · 2026Q2 | $1.1M | 0.00% |
| MILLENNIUM MANAGEMENT LLC FundCUSIP 71367G102 · 2026Q2 | $210K | 0.00% |
Quarterly SEC Form 13F disclosures from the managers Kresmion tracks, not a complete ownership ranking. Non-option holdings only; reported put and call positions are excluded. Different securities are labeled by CUSIP. The share of reported value is each position's value over the sum of the values that manager reported for the quarter; option lines are not in that sum, as on each fund page. Values are reporting-period snapshots, not current position values. Filings can arrive up to 45 days after quarter-end.
Recent SEC filings, PWP
- 10-QSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 10-QSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 10-QSEC EDGAR ↗
More data on PWP
PWP against its peers
PWP's operating margin of 6.4% ranks in the 79th percentile of 11 Capital Markets sub-industry peers, fiscal periods ending between 2025-03-31 and 2026-06-30.
| Metric | PWP | Peer median | Percentile | n |
|---|---|---|---|---|
| Revenue FY | 751M USD | 114M USD | 78 | 15 |
| Gross margin | n/a | 32.1% | n/a | 6 |
| Operating margin | 6.4% | -93.8% | 79 | 11 |
| Net margin | 4.7% | -15.7% | 68 | 16 |
| Return on equity | n/a | -11.1% | n/a | 17 |
| P / E | 29.1x | n/a | n/a | 3 |
Peers (18): GOLD, SBET, TOP, RHNO, CD, FDCT, MARA, CSHR, ABTC, PURR, GEMI, BTBT, PIPR, MC, MRX, CNCK, SNEX, FUFU. Left out: LCLN (no annual filing), XRPN (no annual filing), BTGO (no annual filing), IOND (no annual filing), SVIA (no annual filing), BRBI (no annual filing), XP (period gap). Fiscal periods ending between 2025-03-31 and 2026-06-30. Every figure is one full fiscal year read from one annual filing (PWP: 10-K), reported in USD. Nothing is trailing twelve months and nothing is converted between currencies. Source: SEC EDGAR XBRL company facts (public domain); prices from Kresmion's daily equity market-data snapshot. Open the full comparison.
Related tickers
Cite this data
Kresmion counts the managers it follows that reported a non-option position in PWP on Form 13F-HR for the latest reporting quarter, orders those positions by the value each filing reports, and lists the company's latest SEC filings and the events Kresmion recorded on PWP in the last 180 days.
Upstream: SEC EDGAR filings for PWP
Kresmion, "Perella Weinberg Partners (PWP) institutional holdings and SEC filings", data as of 2026-10-31, https://kresmion.com/research/PWP. Upstream data: SEC EDGAR filings for PWP.
Link to this data (HTML):
<a href="https://kresmion.com/research/PWP">Perella Weinberg Partners (PWP) institutional holdings and SEC filings (Kresmion)</a>
Writing about this? Press contact and ready-to-quote figures
Follow PWP on a live board
Kresmion is a source-first market terminal for cross-asset market intelligence. Open a board scoped to PWP for its filings, 13F changes, insider trades, options positioning, and confluence read in one view, each with its source.