Marshall Wace
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Marshall Wace’s Perella Weinberg Partners PWP Stock Holding History

Marshall Wace’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 		$5.76M Buy
+316,929
New +$6.23M 0.01% 1233
2022
Q2 		– Sell
-122,919
Closed -$1.16M – 3763
2022
Q1 		$1.16M Buy
+122,919
New +$1.31M ﹤0.01% 2383
2021
Q4 		– Sell
-31,939
Closed -$422K – 4206
2021
Q3 		$422K Buy
+31,939
New +$425K ﹤0.01% 2474

Other funds holding PWP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
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 $432B AUM 30.22% 1-Year Est. Return

Marshall Wace's PWP Position: Q1 2026 in Review

Marshall Wace opened a new position in Perella Weinberg Partners (PWP) in Q1 2026: 316,929 shares worth $5.76M. The stake represents 0.01% of the portfolio and ranks #1233 among its holdings. This is a return to the name: Marshall Wace previously reported a position in PWP as recently as Q1 2022.

Marshall Wace first reported a position in PWP in Q3 2021 and has held it in 3 quarters since. 164 funds tracked by Wall St. Rank hold PWP as of Q1 2026.

  • Marshall Wace held 316,929 shares of Perella Weinberg Partners worth $5.76M as of Q1 2026.
  • Perella Weinberg Partners was a new Marshall Wace position in Q1 2026.
  • Perella Weinberg Partners made up 0.01% of Marshall Wace's portfolio in Q1 2026, its #1233 holding.
  • Marshall Wace first reported a position in Perella Weinberg Partners in Q3 2021 and has held it in 3 quarters since.
  • 164 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.