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PWP icon

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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return