SEI Investments
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SEI Investments’s Perella Weinberg Partners PWP Stock Holding History

SEI Investments’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 		$11.1M Buy
610,588
+367,525
+151% +$7.22M 0.01% 1086
2025
Q4 		$4.2M Buy
243,063
+167,206
+220% +$3.12M ﹤0.01% 1451
2025
Q3 		$1.62M Buy
75,857
+4,917
+7% +$105K ﹤0.01% 1782
2025
Q2 		$1.38M Sell
70,940
-502
-0.7% -$8.87K ﹤0.01% 1791
2025
Q1 		$1.31M Sell
71,442
-4,616
-6% -$105K ﹤0.01% 1797
2024
Q4 		$1.81M Sell
76,058
-15,844
-17% -$368K ﹤0.01% 1708
2024
Q3 		$1.77M Buy
91,902
+11,756
+15% +$216K ﹤0.01% 1734
2024
Q2 		$1.3M Sell
80,146
-3,589
-4% -$54.2K ﹤0.01% 1816
2024
Q1 		$1.18M Buy
83,735
+7,203
+9% +$90.5K ﹤0.01% 1821
2023
Q4 		$936K Buy
76,532
+11,903
+18% +$130K ﹤0.01% 1897
2023
Q3 		$658K Buy
64,629
+8,100
+14% +$82.5K ﹤0.01% 2016
2023
Q2 		$471K Sell
56,529
-89,527
-61% -$739K ﹤0.01% 2156
2023
Q1 		$1.33M Buy
146,056
+19,663
+16% +$196K ﹤0.01% 1774
2022
Q4 		$1.24M Buy
126,393
+45,972
+57% +$393K ﹤0.01% 1683
2022
Q3 		$509K Buy
80,421
+24,576
+44% +$174K ﹤0.01% 2076
2022
Q2 		$326K Buy
55,845
+4,243
+8% +$30.7K ﹤0.01% 2286
2022
Q1 		$488K Sell
51,602
-3,384
-6% -$36.1K ﹤0.01% 2093
2021
Q4 		$707K Buy
54,986
+30,824
+128% +$406K ﹤0.01% 1974
2021
Q3 		$320K Buy
24,162
+4,493
+23% +$59.8K ﹤0.01% 2290
2021
Q2 		$253K Buy
19,669
+4,101
+26% +$48.3K ﹤0.01% 2375
2021
Q1 		$174K Buy
+15,568
New +$175K ﹤0.01% 2404

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

SEI Investments's PWP Position: Q1 2026 in Review

SEI Investments increased its Perella Weinberg Partners (PWP) stake by 151% in Q1 2026, buying an estimated $7.22M and bringing the position to 610,588 shares worth $11.1M. The position accounts for 0.01% of the portfolio, ranked #1086.

SEI Investments first reported a position in PWP in Q1 2021 and has held it in 21 quarters since. 164 funds tracked by Wall St. Rank hold PWP as of Q1 2026.

  • SEI Investments held 610,588 shares of Perella Weinberg Partners worth $11.1M as of Q1 2026.
  • SEI Investments bought 367,525 Perella Weinberg Partners shares in Q1 2026, an estimated $7.22M.
  • Perella Weinberg Partners made up 0.01% of SEI Investments's portfolio in Q1 2026, its #1086 holding.
  • SEI Investments first reported a position in Perella Weinberg Partners in Q1 2021 and has held it in 21 quarters since.
  • 164 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q1 2026.

Based on SEI Investments's 13F filing for Q1 2026, filed 13 May 2026.