Jeff Yass’s Perella Weinberg Partners PWP Stock Holding History

Jeff Yass’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
2024 Q4	–	Sell	-18,300	Closed	-$353K	–	13012
2024 Q3	$353K	Buy	18,300 +3,000	+20%	+$55K	﹤0.01%	9252
2024 Q2	$249K	Sell	15,300 -58,100	-79%	-$877K	﹤0.01%	9867
2024 Q1	$1.04M	Sell	73,400 -39,400	-35%	-$495K	﹤0.01%	6816
2023 Q4	$1.38M	Buy	+112,800	New	+$1.23M	﹤0.01%	6198
2023 Q1	–	Sell	-10,000	Closed	-$98K	–	13299
2022 Q4	$98K	Buy	+10,000	New	+$85.5K	﹤0.01%	10980
2022 Q2	–	Sell	-313,000	Closed	-$2.96M	–	13733
2022 Q1	$2.96M	Sell	313,000 -96,100	-23%	-$1.02M	﹤0.01%	4650
2021 Q4	$5.26M	Buy	409,100 +172,600	+73%	+$2.27M	﹤0.01%	3657
2021 Q3	$3.13M	Buy	236,500 +115,700	+96%	+$1.54M	﹤0.01%	4864
2021 Q2	$1.55M	Buy	+120,800	New	+$1.42M	﹤0.01%	6542

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

Jeff Yass's PWP Position: Q2 2026 in Review

Jeff Yass reduced its Perella Weinberg Partners (PWP) stake by 87% in Q2 2026, selling an estimated $1.44M and leaving 11,315 shares worth $181K. The position accounts for ﹤0.01% of the portfolio, ranked #12049.

Jeff Yass first reported a position in PWP in Q1 2022 and has held it in 16 quarters since. The position peaked at $2.44M in Q1 2022. 163 funds tracked by Wall St. Rank hold PWP as of Q2 2026.

Jeff Yass held 11,315 shares of Perella Weinberg Partners worth $181K as of Q2 2026.
Jeff Yass sold 78,827 Perella Weinberg Partners shares in Q2 2026, an estimated $1.44M.
Perella Weinberg Partners made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #12049 holding.
Jeff Yass first reported a position in Perella Weinberg Partners in Q1 2022 and has held it in 16 quarters since.
Jeff Yass's Perella Weinberg Partners position peaked at $2.44M in Q1 2022.
163 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.