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Vident Advisory’s Perella Weinberg Partners PWP Stock Holding History

Vident Advisory’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
Q2 		$582K Buy
36,490
+62
+0.2% +$1.13K ﹤0.01% 1281
2026
Q1 		$662K Buy
+36,428
New +$716K 0.01% 1093

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Vident Advisory's PWP Position: Q2 2026 in Review

Vident Advisory increased its Perella Weinberg Partners (PWP) stake by 0.17% in Q2 2026, buying an estimated $1.13K and bringing the position to 36,490 shares worth $582K. The position accounts for ﹤0.01% of the portfolio, ranked #1281.

Vident Advisory first reported a position in PWP in Q1 2026 and has held it in 2 quarters since. The position peaked at $662K in Q1 2026. 163 funds tracked by Wall St. Rank hold PWP as of Q2 2026.

  • Vident Advisory held 36,490 shares of Perella Weinberg Partners worth $582K as of Q2 2026.
  • Vident Advisory bought 62 Perella Weinberg Partners shares in Q2 2026, an estimated $1.13K.
  • Perella Weinberg Partners made up ﹤0.01% of Vident Advisory's portfolio in Q2 2026, its #1281 holding.
  • Vident Advisory first reported a position in Perella Weinberg Partners in Q1 2026 and has held it in 2 quarters since.
  • Vident Advisory's Perella Weinberg Partners position peaked at $662K in Q1 2026.
  • 163 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q2 2026.

Based on Vident Advisory's 13F filing for Q2 2026, filed 12 Aug 2026.