First Trust Advisors
PWP icon

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
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

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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
William Blair Investment Management
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Wellington Management Group
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N
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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 $431B AUM 30.22% 1-Year Est. Return