Y-Intercept (HK)’s Perella Weinberg Partners PWP Stock Holding History

Y-Intercept (HK)’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	$544K	Buy	+34,113	New	+$624K	0.01%	1290
2025 Q4	–	Sell	-64,733	Closed	-$1.38M	–	1915
2025 Q3	$1.38M	Sell	64,733 -23,806	-27%	-$509K	0.03%	818
2025 Q2	$1.72M	Buy	+88,539	New	+$1.56M	0.04%	676
2024 Q4	–	Sell	-11,083	Closed	-$214K	–	1565
2024 Q3	$214K	Buy	+11,083	New	+$203K	0.01%	1137
2024 Q1	–	Sell	-28,921	Closed	-$354K	–	1686
2023 Q4	$354K	Buy	+28,921	New	+$315K	0.03%	759
2023 Q3	–	Sell	-13,594	Closed	-$113K	–	1490
2023 Q2	$113K	Buy	+13,594	New	+$112K	0.01%	1060
2022 Q2	–	Sell	-12,832	Closed	-$121K	–	1129
2022 Q1	$121K	Buy	+12,832	New	+$137K	0.03%	661

Other funds holding PWP

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Y-Intercept (HK)'s PWP Position: Q2 2026 in Review

Y-Intercept (HK) opened a new position in Perella Weinberg Partners (PWP) in Q2 2026: 34,113 shares worth $544K. The stake represents 0.01% of the portfolio and ranks #1290 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in PWP as recently as Q3 2025.

Y-Intercept (HK) first reported a position in PWP in Q1 2022 and has held it in 7 quarters since. The position peaked at $1.72M in Q2 2025. 164 funds tracked by Wall St. Rank hold PWP as of Q2 2026.

Y-Intercept (HK) held 34,113 shares of Perella Weinberg Partners worth $544K as of Q2 2026.
Perella Weinberg Partners was a new Y-Intercept (HK) position in Q2 2026.
Perella Weinberg Partners made up 0.01% of Y-Intercept (HK)'s portfolio in Q2 2026, its #1290 holding.
Y-Intercept (HK) first reported a position in Perella Weinberg Partners in Q1 2022 and has held it in 7 quarters since.
Y-Intercept (HK)'s Perella Weinberg Partners position peaked at $1.72M in Q2 2025.
164 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.