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Voleon Capital Management’s Perella Weinberg Partners PWP Stock Holding History

Voleon Capital 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 		$414K Buy
+22,823
New +$448K 0.01% 607
2025
Q3 		– Sell
-34,404
Closed -$668K – 912
2025
Q2 		$668K Buy
+34,404
New +$608K 0.04% 282

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

Voleon Capital Management's PWP Position: Q1 2026 in Review

Voleon Capital Management opened a new position in Perella Weinberg Partners (PWP) in Q1 2026: 22,823 shares worth $414K. The stake represents 0.01% of the portfolio and ranks #607 among its holdings. This is a return to the name: Voleon Capital Management previously reported a position in PWP as recently as Q2 2025.

Voleon Capital Management first reported a position in PWP in Q2 2025 and has held it in 2 quarters since. The position peaked at $668K in Q2 2025. 164 funds tracked by Wall St. Rank hold PWP as of Q1 2026.

  • Voleon Capital Management held 22,823 shares of Perella Weinberg Partners worth $414K as of Q1 2026.
  • Perella Weinberg Partners was a new Voleon Capital Management position in Q1 2026.
  • Perella Weinberg Partners made up 0.01% of Voleon Capital Management's portfolio in Q1 2026, its #607 holding.
  • Voleon Capital Management first reported a position in Perella Weinberg Partners in Q2 2025 and has held it in 2 quarters since.
  • Voleon Capital Management's Perella Weinberg Partners position peaked at $668K in Q2 2025.
  • 164 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q1 2026.

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