Ritholtz Wealth Management
PWP icon

Ritholtz Wealth Management’s Perella Weinberg Partners PWP Stock Holding History

Ritholtz Wealth Management’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
Q3 		$224K Hold
13,710
– – ﹤0.01% 1256
2026
Q2 		$219K Hold
13,710
– – ﹤0.01% 1201
2026
Q1 		$249K Buy
+13,710
New +$269K ﹤0.01% 1056

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Royce & Associates
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Russell Investments Group
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Dimensional Fund Advisors
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Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Ranger Investment Management
Ranger Investment Management Dallas, Texas $1.07B AUM 31.98% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bull Street Advisors
Bull Street Advisors Savannah, Georgia $221M AUM 13.13% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Ritholtz Wealth Management's PWP Position: Q3 2026 in Review

Ritholtz Wealth Management held its Perella Weinberg Partners (PWP) position steady in Q3 2026 at 13,710 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #1256.

Ritholtz Wealth Management first reported a position in PWP in Q1 2026 and has held it in 3 quarters since. The position peaked at $249K in Q1 2026. 55 funds tracked by Wall St. Rank hold PWP as of Q3 2026.

  • Ritholtz Wealth Management held 13,710 shares of Perella Weinberg Partners worth $224K as of Q3 2026.
  • Ritholtz Wealth Management left its Perella Weinberg Partners share count unchanged in Q3 2026.
  • Perella Weinberg Partners made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q3 2026, its #1256 holding.
  • Ritholtz Wealth Management first reported a position in Perella Weinberg Partners in Q1 2026 and has held it in 3 quarters since.
  • Ritholtz Wealth Management's Perella Weinberg Partners position peaked at $249K in Q1 2026.
  • 55 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q3 2026.

Based on Ritholtz Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.