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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
Q2 		$1.5M Buy
93,955
+71,132
+312% +$1.3M 0.03% 400
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 $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

Voleon Capital Management's PWP Position: Q2 2026 in Review

Voleon Capital Management increased its Perella Weinberg Partners (PWP) stake by 312% in Q2 2026, buying an estimated $1.3M and bringing the position to 93,955 shares worth $1.5M. The position accounts for 0.03% of the portfolio, ranked #400.

Voleon Capital Management first reported a position in PWP in Q2 2025 and has held it in 3 quarters since. 163 funds tracked by Wall St. Rank hold PWP as of Q2 2026.

  • Voleon Capital Management held 93,955 shares of Perella Weinberg Partners worth $1.5M as of Q2 2026.
  • Voleon Capital Management bought 71,132 Perella Weinberg Partners shares in Q2 2026, an estimated $1.3M.
  • Perella Weinberg Partners made up 0.03% of Voleon Capital Management's portfolio in Q2 2026, its #400 holding.
  • Voleon Capital Management first reported a position in Perella Weinberg Partners in Q2 2025 and has held it in 3 quarters since.
  • 163 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q2 2026.

Based on Voleon Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.