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WhitTier Trust Company’s Perella Weinberg Partners PWP Stock Holding History

WhitTier Trust Company’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 		$6.33K Hold
388
– – ﹤0.01% 1134
2026
Q1 		$6.88K Hold
388
– – ﹤0.01% 1108
2025
Q4 		$7.3K Hold
388
– – ﹤0.01% 1050
2025
Q3 		$8.13K Buy
+388
New +$8.29K ﹤0.01% 1034

Other funds holding PWP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return

WhitTier Trust Company's PWP Position: Q2 2026 in Review

WhitTier Trust Company held its Perella Weinberg Partners (PWP) position steady in Q2 2026 at 388 shares worth $6.33K. The position accounts for ﹤0.01% of the portfolio, ranked #1134.

WhitTier Trust Company first reported a position in PWP in Q3 2025 and has held it in 4 quarters since. The position peaked at $8.13K in Q3 2025. 47 funds tracked by Wall St. Rank hold PWP as of Q2 2026.

  • WhitTier Trust Company held 388 shares of Perella Weinberg Partners worth $6.33K as of Q2 2026.
  • WhitTier Trust Company left its Perella Weinberg Partners share count unchanged in Q2 2026.
  • Perella Weinberg Partners made up ﹤0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #1134 holding.
  • WhitTier Trust Company first reported a position in Perella Weinberg Partners in Q3 2025 and has held it in 4 quarters since.
  • WhitTier Trust Company's Perella Weinberg Partners position peaked at $8.13K in Q3 2025.
  • 47 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.