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Smartleaf Asset Management’s Perella Weinberg Partners PWP Stock Holding History

Smartleaf Asset 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
Q1 		$7.75K Hold
443
– – ﹤0.01% 2450
2025
Q4 		$7.73K Buy
443
+87
+24% +$1.62K ﹤0.01% 2503
2025
Q3 		$7.67K Buy
356
+324
+1,013% +$6.92K ﹤0.01% 2216
2025
Q2 		$636 Sell
32
-538
-94% -$9.5K ﹤0.01% 2552
2025
Q1 		$10.5K Sell
570
-85
-13% -$1.93K ﹤0.01% 1910
2024
Q4 		$15.5K Buy
655
+292
+80% +$6.78K ﹤0.01% 1790
2024
Q3 		$6.99K Buy
363
+117
+48% +$2.15K ﹤0.01% 1968
2024
Q2 		$3.82K Buy
+246
New +$3.71K ﹤0.01% 1932

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

Smartleaf Asset Management's PWP Position: Q1 2026 in Review

Smartleaf Asset Management held its Perella Weinberg Partners (PWP) position steady in Q1 2026 at 443 shares worth $7.75K. The position accounts for ﹤0.01% of the portfolio, ranked #2450.

Smartleaf Asset Management first reported a position in PWP in Q2 2024 and has held it in 8 quarters since. The position peaked at $15.5K in Q4 2024. 164 funds tracked by Wall St. Rank hold PWP as of Q1 2026.

  • Smartleaf Asset Management held 443 shares of Perella Weinberg Partners worth $7.75K as of Q1 2026.
  • Smartleaf Asset Management left its Perella Weinberg Partners share count unchanged in Q1 2026.
  • Perella Weinberg Partners made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #2450 holding.
  • Smartleaf Asset Management first reported a position in Perella Weinberg Partners in Q2 2024 and has held it in 8 quarters since.
  • Smartleaf Asset Management's Perella Weinberg Partners position peaked at $15.5K in Q4 2024.
  • 164 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.