First Trust Advisors’s Perella Weinberg Partners PWP Stock Holding History

First Trust 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
2026 Q2	$2.47M	Buy	+154,943	New	+$2.83M	﹤0.01%	1922
2026 Q1	–	Sell	-147,352	Closed	-$2.55M	–	2700
2025 Q4	$2.55M	Sell	147,352 -80,546	-35%	-$1.5M	﹤0.01%	1764
2025 Q3	$4.86M	Buy	227,898 +81,933	+56%	+$1.75M	﹤0.01%	1390
2025 Q2	$2.83M	Buy	+145,965	New	+$2.58M	﹤0.01%	1660
2023 Q1	–	Sell	-32,855	Closed	-$322K	–	2448
2022 Q4	$322K	Buy	32,855 +13,742	+72%	+$118K	﹤0.01%	2299
2022 Q3	$121K	Buy	19,113 +9,068	+90%	+$64.4K	﹤0.01%	2425
2022 Q2	$59K	Buy	+10,045	New	+$72.7K	﹤0.01%	2472

Other funds holding PWP

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

First Trust Advisors's PWP Position: Q2 2026 in Review

First Trust Advisors opened a new position in Perella Weinberg Partners (PWP) in Q2 2026: 154,943 shares worth $2.47M. The stake represents ﹤0.01% of the portfolio and ranks #1922 among its holdings. This is a return to the name: First Trust Advisors previously reported a position in PWP as recently as Q4 2025.

First Trust Advisors first reported a position in PWP in Q2 2022 and has held it in 7 quarters since. The position peaked at $4.86M in Q3 2025. 164 funds tracked by Wall St. Rank hold PWP as of Q2 2026.

First Trust Advisors held 154,943 shares of Perella Weinberg Partners worth $2.47M as of Q2 2026.
Perella Weinberg Partners was a new First Trust Advisors position in Q2 2026.
Perella Weinberg Partners made up ﹤0.01% of First Trust Advisors's portfolio in Q2 2026, its #1922 holding.
First Trust Advisors first reported a position in Perella Weinberg Partners in Q2 2022 and has held it in 7 quarters since.
First Trust Advisors's Perella Weinberg Partners position peaked at $4.86M in Q3 2025.
164 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q2 2026.

Based on First Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.