WFAG
PWP icon

Wescott Financial Advisory Group’s Perella Weinberg Partners PWP Stock Holding History

Wescott Financial Advisory Group’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 		$371K Buy
20,422
+82
+0.4% +$1.61K 0.03% 142
2025
Q4 		$352K Buy
20,340
+79
+0.4% +$1.47K 0.03% 146
2025
Q3 		$432K Sell
20,261
-4,935
-20% -$105K 0.04% 128
2025
Q2 		$489K Buy
25,196
+99
+0.4% +$1.75K 0.05% 117
2025
Q1 		$462K Buy
25,097
+87
+0.3% +$1.97K 0.05% 115
2024
Q4 		$596K Sell
25,010
-9,929
-28% -$230K 0.06% 105
2024
Q3 		$675K Sell
34,939
-57,921
-62% -$1.06M 0.07% 97
2024
Q2 		$1.51M Buy
+92,860
New +$1.4M 0.18% 67

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
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 $431B AUM 30.22% 1-Year Est. Return