Perella Weinberg Partners
PWPAs of the close on Sep 25, 2026
Price
$14.47
Market cap
—
No recent share count on file
P/E (diluted TTM)
—
The fourth quarter's per-share figure could not be confirmed from the annual report
EPS (TTM)
—
The fourth quarter's per-share figure could not be confirmed from the annual report
Dividend yield
—
Dividend records do not yet cover the latest payments
Figures shown here come from public SEC filings. Dates beside each section show the available history.
How Perella Weinberg Partners Makes Money
Follow each dollar of revenue through to what shareholders keep.
From revenue to net income
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Financial Summary
Choose a year or quarter, compare it with the same period a year earlier, and open any row for its full filing history.
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 6 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated Jun 16, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| STATE OF WISCONSIN INVESTMENT BOARD | 2026-03-31 | 445,695 | $8.09M | SEC filing |
| ROYAL BANK OF CANADA | 2026-03-31 | 12,089 | $220K | SEC filing |
| Mariner, LLC | 2026-03-31 | 18,778 | $341K | SEC filing |
| IFP Advisors, Inc | 2026-03-31 | 271 | $4.92K | SEC filing |
| Advisory Services Network, LLC | 2026-03-31 | 14 | $254 | SEC filing |
| INTECH INVESTMENT MANAGEMENT LLC | 2026-03-31 | 13,393 | $243K | SEC filing |
| Smartleaf Asset Management LLC | 2026-03-31 | 443 | $7.75K | SEC filing |
| COMMERCE BANK | 2026-03-31 | 15,848 | $288K | SEC filing |
| Pictet Asset Management Holding SA | 2026-03-31 | 10,804 | $196K | SEC filing |
| SIGNATUREFD, LLC | 2026-03-31 | 86 | $1.56K | SEC filing |
| JANUS HENDERSON GROUP PLC | 2026-03-31 | 36,494 | $663K | SEC filing |
| EMERALD ADVISERS, LLC | 2026-03-31 | 1,019,869 | $18.5M | SEC filing |
| BlackRock, Inc. | 2026-03-31 | 4,775,776 | $86.7M | SEC filing |
| Bull Street Advisors, LLC | 2026-03-31 | 63,278 | Not shown | SEC filing |
| US BANCORP \DE\ | 2026-03-31 | 13,887 | $252K | SEC filing |
| Ranger Investment Management, L.P. | 2026-03-31 | 367,855 | $6.68M | SEC filing |
| Farther Finance Advisors, LLC | 2026-03-31 | 85 | $1.53K | SEC filing |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 2026-03-31 | 121,582 | $2.21M | SEC filing |
| BANK OF AMERICA CORP /DE/ | 2026-03-31 | 1,316,482 | $23.9M | SEC filing |
- Each value is checked against Perella Weinberg Partners's share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 1 row: the filed value is about 1,000 times too small for the share count at Perella Weinberg Partners's share price.
- 1 row left out: the value per share it reports is far from Perella Weinberg Partners's share prices on file from around the report date, far from the value most filers reported for that date, or the value of a security already left out, so it may describe another security or share class.
120 filers have only one report here.
Unusually large insider trades
Each trade is compared with the other insider trades of the same kind in the same security among Perella Weinberg Partners's recent filings on file. Size alone is context, not a prediction or evidence of improper trading.
- 2025-08-08 · Becker Dietrich: Larger than 42 of the 44 other insider sales of Class A Common Stock on file. SEC filing
- 2025-05-01 · Weinberg Peter A: Larger than 41 of the 44 other insider sales of Class A Common Stock on file. SEC filing
- 2025-04-01 · Weinberg Peter A: Larger than 40 of the 44 other insider sales of Class A Common Stock on file. SEC filing
- 2024-11-12 · Bednar Andrew: Larger than 43 of the 44 other insider sales of Class A Common Stock on file. SEC filing
- 2024-11-12 · Becker Dietrich: Larger than all 44 other insider sales of Class A Common Stock on file. SEC filing
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-06-12 | STEEL ROBERT K · Director | Class A Common Stock | S — Open market or private sale | −100,000 | 15.76 | SEC filing |
| 2026-05-20 | Gottschalk Alexandra · Chief Financial Officer | Class A Common Stock | S — Open market or private sale | −14,018 | 17.46 | SEC filing |
| 2026-05-19 | Gottschalk Alexandra · Chief Financial Officer | Class A Common Stock | S — Open market or private sale | −43,788 | 17.58 | SEC filing |
| 2026-05-05 | Gottschalk Alexandra · Chief Financial Officer | Class A Common Stock | S — Open market or private sale | −51,671 | 19.74 | SEC filing |
| 2025-09-11 | STEEL ROBERT K · Director | Class A Common Stock | S — Open market or private sale | −69,845 | 22.42 | SEC filing |
| 2025-09-10 | STEEL ROBERT K · Director | Class A Common Stock | S — Open market or private sale | −51,505 | 21.85 | SEC filing |
| 2025-09-09 | STEEL ROBERT K · Director | Class A Common Stock | S — Open market or private sale | −90,532 | 21.76 | SEC filing |
| 2025-08-08 | Becker Dietrich · President | Class A Common Stock | S — Open market or private sale | −177,553 | 22.20 | SEC filing |
Showing 8 of 10 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-05-27 | MUGFORD KRISTIN W · Director | Class A Common Stock | A — Grant, award, or other acquisition | +5,429 | SEC filing |
| 2026-05-27 | Dabboussi Houda · Director | Class A Common Stock | A — Grant, award, or other acquisition | +5,429 | SEC filing |
| 2026-05-27 | Bennett Roy Edwin · Director | Class A Common Stock | A — Grant, award, or other acquisition | +5,429 | SEC filing |
| 2026-05-27 | FASCITELLI ELIZABETH C · Director | Class A Common Stock | A — Grant, award, or other acquisition | +5,429 | SEC filing |
| 2026-05-27 | OLLILA JORMA J · Director | Class A Common Stock | F — Payment of exercise price or tax by delivering securities | −1,696 | SEC filing |
| 2026-05-18 | STEEL ROBERT K · Director | Class A Common Stock | M — Exercise or conversion of derivative security | +198,083 | SEC filing |
| 2026-05-18 | Gottschalk Alexandra · Chief Financial Officer | Class A Common Stock | M — Exercise or conversion of derivative security | +58 | SEC filing |
| 2026-05-18 | STEEL ROBERT K · Director | Class B-1 Common Stock | M — Exercise or conversion of derivative security | −198,083 | SEC filing |
Showing 8 of 31 rows
Other activity
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-05-18 | STEEL ROBERT K · Director | Class A Common Stock | D — Disposition to the issuer | −2 | SEC filing |
| 2026-05-18 | PWP VoteCo Professionals LP · Director | Class B-1 Common Stock | J — Other acquisition or disposition | −1,906,191 | SEC filing |
| 2026-05-18 | Gottschalk Alexandra · Chief Financial Officer | Class A Common Stock | D — Disposition to the issuer | −1 | SEC filing |
| 2026-03-03 | PWP VoteCo Professionals LP · Director | Class B-1 Common Stock | J — Other acquisition or disposition | −215,000 | SEC filing |
| 2025-11-17 | PWP VoteCo Professionals LP · Director | Class B-1 Common Stock | J — Other acquisition or disposition | −1,319,000 | SEC filing |
| 2025-09-02 | PWP VoteCo Professionals LP · Director | Class B-1 Common Stock | J — Other acquisition or disposition | −1,498,883 | SEC filing |
| 2025-05-16 | PWP VoteCo Professionals LP · Director | Class B-1 Common Stock | J — Other acquisition or disposition | −1,233,124 | SEC filing |
| 2025-03-03 | PWP VoteCo Professionals LP · Director | Class B-1 Common Stock | J — Other acquisition or disposition | −1,270,086 | SEC filing |
Showing 8 of 10 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.