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
Q3 		$7.37M Sell
451,953
-29,280
-6% -$464K 0.01% 1261
2026
Q2 		$7.68M Sell
481,233
-129,355
-21% -$2.37M 0.01% 1260
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 $2.32T AUM 44.66% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
GW&K Investment Management
GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

SEI Investments's PWP Position: Q3 2026 in Review

SEI Investments reduced its Perella Weinberg Partners (PWP) stake by 6.1% in Q3 2026, selling an estimated $464K and leaving 451,953 shares worth $7.37M. The position accounts for 0.01% of the portfolio, ranked #1261.

SEI Investments first reported a position in PWP in Q1 2021 and has held it in 23 quarters since. The position peaked at $11.1M in Q1 2026. 75 funds tracked by Wall St. Rank hold PWP as of Q3 2026.

  • SEI Investments held 451,953 shares of Perella Weinberg Partners worth $7.37M as of Q3 2026.
  • SEI Investments sold 29,280 Perella Weinberg Partners shares in Q3 2026, an estimated $464K.
  • Perella Weinberg Partners made up 0.01% of SEI Investments's portfolio in Q3 2026, its #1261 holding.
  • SEI Investments first reported a position in Perella Weinberg Partners in Q1 2021 and has held it in 23 quarters since.
  • SEI Investments's Perella Weinberg Partners position peaked at $11.1M in Q1 2026.
  • 75 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q3 2026.

Based on SEI Investments's 13F filing for Q3 2026, filed 10 Nov 2026.