JY
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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
2025
Q4 		– Sell
-23,000
Closed -$490K – 13351
2025
Q3 		$490K Buy
+23,000
New +$492K ﹤0.01% 8998
2022
Q1 		– Sell
-65,400
Closed -$841K – 13785
2021
Q4 		$841K Sell
65,400
-12,000
-16% -$158K ﹤0.01% 7755
2021
Q3 		$1.03M Buy
77,400
+38,700
+100% +$515K ﹤0.01% 7499
2021
Q2 		$498K Buy
+38,700
New +$456K ﹤0.01% 9608

Other funds holding PWP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
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 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.