Citadel Advisors
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Citadel Advisors’s Perella Weinberg Partners PWP Stock Holding History

Citadel Advisors’s Portfolio PWP Stock Details PWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,700
Closed -$31.3K – 14577
2025
Q1 		$31.3K Sell
1,700
-2,400
-59% -$54.4K ﹤0.01% 12781
2024
Q4 		$97.7K Sell
4,100
-1,500
-27% -$34.8K ﹤0.01% 11516
2024
Q3 		$108K Sell
5,600
-100
-2% -$1.83K ﹤0.01% 11004
2024
Q2 		$92.6K Buy
5,700
+200
+4% +$3.02K ﹤0.01% 11024
2024
Q1 		$77.7K Buy
5,500
+4,000
+267% +$50.3K ﹤0.01% 11694
2023
Q4 		$18.3K Buy
1,500
+500
+50% +$5.45K ﹤0.01% 12692
2023
Q3 		$10.2K Buy
+1,000
New +$10.2K ﹤0.01% 13080
2023
Q1 		– Sell
-10,000
Closed -$98K – 15340
2022
Q4 		$98K Sell
10,000
-10,600
-51% -$90.7K ﹤0.01% 11248
2022
Q3 		$130K Buy
20,600
+4,200
+26% +$29.8K ﹤0.01% 10852
2022
Q2 		$96K Sell
16,400
-9,900
-38% -$71.6K ﹤0.01% 11448
2022
Q1 		$249K Buy
26,300
+11,300
+75% +$120K ﹤0.01% 11013
2021
Q4 		$193K Sell
15,000
-17,200
-53% -$226K ﹤0.01% 11896
2021
Q3 		$427K Buy
+32,200
New +$429K ﹤0.01% 10259

Other funds holding PWP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Citadel Advisors's PWP Position: Q1 2026 in Review

Citadel Advisors reduced its Perella Weinberg Partners (PWP) stake by 75% in Q1 2026, selling an estimated $2.58M and leaving 44,691 shares worth $812K. The position accounts for ﹤0.01% of the portfolio, ranked #8148.

Citadel Advisors first reported a position in PWP in Q4 2020 and has held it in 21 quarters since. The position peaked at $15.4M in Q2 2021. 164 funds tracked by Wall St. Rank hold PWP as of Q1 2026.

  • Citadel Advisors held 44,691 shares of Perella Weinberg Partners worth $812K as of Q1 2026.
  • Citadel Advisors sold 131,307 Perella Weinberg Partners shares in Q1 2026, an estimated $2.58M.
  • Perella Weinberg Partners made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #8148 holding.
  • Citadel Advisors first reported a position in Perella Weinberg Partners in Q4 2020 and has held it in 21 quarters since.
  • Citadel Advisors's Perella Weinberg Partners position peaked at $15.4M in Q2 2021.
  • 164 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.