Envestnet Asset Management
PWP icon

Envestnet Asset Management’s Perella Weinberg Partners PWP Stock Holding History

Envestnet Asset Management’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
2026
Q2 		$2.36M Buy
148,012
+973
+0.7% +$17.8K ﹤0.01% 3033
2026
Q1 		$2.67M Buy
147,039
+896
+0.6% +$17.6K ﹤0.01% 2790
2025
Q4 		$2.53M Buy
146,143
+40,831
+39% +$762K ﹤0.01% 2659
2025
Q3 		$2.25M Buy
105,312
+81,648
+345% +$1.74M ﹤0.01% 2804
2025
Q2 		$460K Sell
23,664
-5,802
-20% -$102K ﹤0.01% 3757
2025
Q1 		$542K Buy
29,466
+4,508
+18% +$102K ﹤0.01% 3572
2024
Q4 		$595K Buy
24,958
+5,761
+30% +$134K ﹤0.01% 3490
2024
Q3 		$371K Buy
19,197
+544
+3% +$9.98K ﹤0.01% 3696
2024
Q2 		$303K Buy
18,653
+7,556
+68% +$114K ﹤0.01% 3728
2024
Q1 		$157K Buy
+11,097
New +$139K ﹤0.01% 3996
2023
Q3 		– Sell
-15,699
Closed -$131K – 4135
2023
Q2 		$131K Sell
15,699
-33,942
-68% -$280K ﹤0.01% 3802
2023
Q1 		$452K Sell
49,641
-420
-0.8% -$4.2K ﹤0.01% 3207
2022
Q4 		$491K Buy
50,061
+5,481
+12% +$46.9K ﹤0.01% 3114
2022
Q3 		$282K Buy
44,580
+22,464
+102% +$159K ﹤0.01% 3388
2022
Q2 		$129K Buy
22,116
+1,612
+8% +$11.7K ﹤0.01% 3722
2022
Q1 		$194K Sell
20,504
-4,066
-17% -$43.3K ﹤0.01% 3698
2021
Q4 		$316K Sell
24,570
-11,492
-32% -$151K ﹤0.01% 3381
2021
Q3 		$478K Buy
36,062
+25,608
+245% +$341K ﹤0.01% 2986
2021
Q2 		$134K Buy
+10,454
New +$123K ﹤0.01% 3538

Other funds holding PWP

Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
BSA
Bull Street Advisors Savannah, Georgia $219M AUM 14.96% 1-Year Est. Return

Envestnet Asset Management's PWP Position: Q2 2026 in Review

Envestnet Asset Management increased its Perella Weinberg Partners (PWP) stake by 0.66% in Q2 2026, buying an estimated $17.8K and bringing the position to 148,012 shares worth $2.36M. The position accounts for ﹤0.01% of the portfolio, ranked #3033.

Envestnet Asset Management first reported a position in PWP in Q2 2021 and has held it in 19 quarters since. The position peaked at $2.67M in Q1 2026. 40 funds tracked by Wall St. Rank hold PWP as of Q2 2026.

  • Envestnet Asset Management held 148,012 shares of Perella Weinberg Partners worth $2.36M as of Q2 2026.
  • Envestnet Asset Management bought 973 Perella Weinberg Partners shares in Q2 2026, an estimated $17.8K.
  • Perella Weinberg Partners made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3033 holding.
  • Envestnet Asset Management first reported a position in Perella Weinberg Partners in Q2 2021 and has held it in 19 quarters since.
  • Envestnet Asset Management's Perella Weinberg Partners position peaked at $2.67M in Q1 2026.
  • 40 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.