Perella Weinberg Partners
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Perella Weinberg Partners
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Perella Weinberg Partners, an independent advisory firm, provides strategic and financial advisory services in the United States and internationally. The company offers strategic and financial decisions, mergers and acquisitions advice and execution, capital markets advisory, shareholder and defense advisory, capital structure and restructuring, underwriting, equity research, and private capital raising services. It serves public multinational corporations, mid-sized public and private companies, individual entrepreneurs, private and institutional investors, creditor committees, and government institutions in various industries comprising consumer and retail; energy; financial institutions; healthcare; industrials; and technology, media, and telecommunications. The company was founded in 2006 and is based in New York, New York. Perella Weinberg Partners operates as a subsidiary of Perella Weinberg Partners Group LP.
Perella Weinberg Partners, an independent advisory firm, provides strategic and financial advisory services in the United States and internationally. The company offers strategic and financial decisions, mergers and acquisitions advice and execution, capital markets advisory, shareholder and defense advisory, capital structure and restructuring, underwriting, equity research, and private capital raising services. It serves public multinational corporations, mid-sized public and private companies, individual entrepreneurs, private and institutional investors, creditor committees, and government institutions in various industries comprising consumer and retail; energy; financial institutions; healthcare; industrials; and technology, media, and telecommunications. The company was founded in 2006 and is based in New York, New York. Perella Weinberg Partners operates as a subsidiary of Perella Weinberg Partners Group LP.
Last report2 of 8 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied
Expected move
No implied move.
+8.19%
vs ±17.9% implied · ×0.46
shaded = implied · ▲▼ = realized
Annual filing, covered
10-K parsed · Feb 27 '26
Supply-chain ties, covered
Disclosed · both directions
Fund holders, covered
N-PORT holdings
13F holdings, covered
13F quarter · Jun 30 '26
Management, not covered
Not covered · DEF 14A, 8-K 5.02
Company IR feed, not covered
News via newswires & EDGAR
Products, patents, hiring, not covered
Not covered
Annual filing, covered
10-K parsed · Feb 27 '26
Supply-chain ties, covered
Disclosed · both directions
Fund holders, covered
N-PORT holdings
13F holdings, covered
13F quarter · Jun 30 '26
Management, not covered
Not covered · DEF 14A, 8-K 5.02
Company IR feed, not covered
News via newswires & EDGAR
Products, patents, hiring, not covered
Not covered
No thesis.
Perella Weinberg Partners
14.47
pre 14.47 +0.71%
Same SIC code · 6
Same SEC industry code: American Express Co, Coinbase Global, Inc., Synchrony Financial and 3 more; of Perella Weinberg Partners's 6 closest co-movers, none share that code.
Same SIC code · 6
Same SEC industry code: American Express Co, Coinbase Global, Inc., Synchrony Financial and 3 more; of Perella Weinberg Partners's 6 closest co-movers, none share that code.
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Largest filed tie
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| Manager | Value | % base | |
|---|---|---|---|
| FMR | $158.0M | 12.54% | −1.46% |
| BlackRockindex-like | $87.2M | 6.92% | +14.45% |
| Wellington | $82.8M | 6.57% | +32.18% |
| William Blair | $70.1M | 5.56% | +7.71% |
| Nuveenindex-like | $57.5M | 4.56% | +21.03% |
| Manager | Value | % base | |
|---|---|---|---|
| FMR | $158.0M | 12.54% | −1.46% |
| BlackRockindex-like | $87.2M | 6.92% | +14.45% |
| Wellington | $82.8M | 6.57% | +32.18% |
| William Blair | $70.1M | 5.56% | +7.71% |
| Nuveenindex-like | $57.5M | 4.56% | +21.03% |
Bull1
Bear3