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Westwood Holdings Group’s Perella Weinberg Partners PWP Stock Holding History

Westwood Holdings 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
Q2 		$29.7M Sell
1,860,521
-97,731
-5% -$1.79M 0.22% 155
2026
Q1 		$35.6M Sell
1,958,252
-66,653
-3% -$1.31M 0.26% 128
2025
Q4 		$35M Buy
2,024,905
+254,141
+14% +$4.74M 0.28% 129
2025
Q3 		$37.8M Buy
1,770,764
+327,968
+23% +$7.01M 0.27% 126
2025
Q2 		$28M Buy
+1,442,796
New +$25.5M 0.2% 153
2025
Q1 		– Sell
-2,112,393
Closed -$50.4M – 501
2024
Q4 		$50.4M Buy
2,112,393
+15,961
+0.8% +$370K 0.39% 97
2024
Q3 		$40.5M Sell
2,096,432
-101,435
-5% -$1.86M 0.17% 150
2024
Q2 		$35.7M Buy
+2,197,867
New +$33.2M 0.17% 158
2023
Q2 		– Sell
-1,815,731
Closed -$16.5M – 516
2023
Q1 		$16.5M Sell
1,815,731
-34,211
-2% -$342K 0.15% 161
2022
Q4 		$18.1M Sell
1,849,942
-55,289
-3% -$473K 0.16% 155
2022
Q3 		$12.1M Buy
1,905,231
+357,054
+23% +$2.53M 0.14% 158
2022
Q2 		$9.03M Sell
1,548,177
-2,817,807
-65% -$20.4M 0.1% 196
2022
Q1 		$41.3M Buy
4,365,984
+468,849
+12% +$5M 0.38% 101
2021
Q4 		$50.1M Buy
3,897,135
+946,985
+32% +$12.5M 0.45% 90
2021
Q3 		$39.1M Buy
2,950,150
+1,901,745
+181% +$25.3M 0.42% 92
2021
Q2 		$13.5M Buy
+1,048,405
New +$12.4M 0.14% 181

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

Westwood Holdings Group's PWP Position: Q2 2026 in Review

Westwood Holdings Group reduced its Perella Weinberg Partners (PWP) stake by 5% in Q2 2026, selling an estimated $1.79M and leaving 1,860,521 shares worth $29.7M. The position accounts for 0.22% of the portfolio, ranked #155.

Westwood Holdings Group first reported a position in PWP in Q2 2021 and has held it in 16 quarters since. The position peaked at $50.4M in Q4 2024. 164 funds tracked by Wall St. Rank hold PWP as of Q2 2026.

  • Westwood Holdings Group held 1,860,521 shares of Perella Weinberg Partners worth $29.7M as of Q2 2026.
  • Westwood Holdings Group sold 97,731 Perella Weinberg Partners shares in Q2 2026, an estimated $1.79M.
  • Perella Weinberg Partners made up 0.22% of Westwood Holdings Group's portfolio in Q2 2026, its #155 holding.
  • Westwood Holdings Group first reported a position in Perella Weinberg Partners in Q2 2021 and has held it in 16 quarters since.
  • Westwood Holdings Group's Perella Weinberg Partners position peaked at $50.4M in Q4 2024.
  • 164 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q2 2026.

Based on Westwood Holdings Group's 13F filing for Q2 2026, filed 14 Aug 2026.