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Perella Weinberg Partners shares owned by Creative Planning

Quarter-by-quarter ownership of Perella Weinberg Partners (PWP) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Perella Weinberg Partners

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All positions including Perella Weinberg Partners held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Perella Weinberg Partners by Creative Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 52k 21.32
2025-06-30 $736k 38k 19.42
2025-03-31 $386k 21k 18.40
2024-12-31 $549k 23k 23.84

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View all positions for Creative Planning

Top funds holding Perella Weinberg Partners

FMR
BlackRock
Wellington Management Company
William Blair Investment Management
Vanguard Group
Nuveen
Adage Capital Partners GP
Westwood Holdings
State Street Corporation
Ameriprise Financial
Geode Capital Management
Goldman Sachs Group
Walleye Trading Advisors
Daniel D. Thurber
Franklin Resources

View all funds holding Perella Weinberg Partners