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Perella Weinberg Partners shares owned by EverSource Wealth Advisors

Quarter-by-quarter ownership of Perella Weinberg Partners (PWP) shares owned by EverSource Wealth Advisors from 13F filings

Historical chart of EverSource Wealth Advisors investment in Perella Weinberg Partners

Tip: Access up to 7 years of quarterly data

All positions including Perella Weinberg Partners held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Perella Weinberg Partners by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $16k 738 21.32
2025-06-30 $15k 780 19.43
2024-12-31 $977 41 23.83

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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