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Versor Investments’s Perella Weinberg Partners PWP Stock Holding History

Versor 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
2025
Q4 		– Sell
-9,900
Closed -$211K – 755
2025
Q3 		$211K Sell
9,900
-21,200
-68% -$453K 0.04% 581
2025
Q2 		$604K Buy
+31,100
New +$549K 0.11% 323
2025
Q1 		– Sell
-16,100
Closed -$384K – 909
2024
Q4 		$384K Buy
+16,100
New +$374K 0.07% 477
2024
Q2 		– Sell
-10,800
Closed -$153K – 894
2024
Q1 		$153K Buy
+10,800
New +$136K 0.03% 639
2023
Q2 		– Sell
-14,400
Closed -$131K – 798
2023
Q1 		$131K Buy
+14,400
New +$144K 0.02% 668

Other funds holding PWP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Versor Investments's PWP Position: Q4 2025 in Review

Versor Investments sold out of Perella Weinberg Partners (PWP) in Q4 2025, closing a stake of 9,900 shares — an estimated $211K sold.

Versor Investments first reported a position in PWP in Q1 2023 and held it in 5 quarters. The position peaked at $604K in Q2 2025. 170 funds tracked by Wall St. Rank hold PWP as of Q4 2025.

  • Versor Investments reported no remaining Perella Weinberg Partners position as of Q4 2025 after selling out during the quarter.
  • Versor Investments sold 9,900 Perella Weinberg Partners shares in Q4 2025, an estimated $211K.
  • Versor Investments first reported a position in Perella Weinberg Partners in Q1 2023 and held it in 5 quarters.
  • Versor Investments's Perella Weinberg Partners position peaked at $604K in Q2 2025.
  • 170 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q4 2025.

Based on Versor Investments's 13F filing for Q4 2025, filed 4 Feb 2026.