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Perella Weinberg Partners shares owned by Wescott Financial Advisory Group

Quarter-by-quarter ownership of Perella Weinberg Partners (PWP) shares owned by Wescott Financial Advisory Group from 13F filings

Historical chart of Wescott Financial Advisory Group investment in Perella Weinberg Partners

Tip: Access up to 7 years of quarterly data

All positions including Perella Weinberg Partners held by Wescott Financial Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Perella Weinberg Partners by Wescott Financial Advisory Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $432k 20k 21.32
2025-06-30 $489k 25k 19.42
2025-03-31 $462k 25k 18.40
2024-12-31 $596k 25k 23.84
2024-09-30 $675k 35k 19.31
2024-06-30 $1.5M 93k 16.25

More positions owned by Wescott Financial Advisory Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Wellington Short Trm Tax Ex (VTES)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Ishares Core Msci Emkt (IEMG)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Rus Mdcp Val Etf (IWS)
Dimensional Etf Trust Global Real Est (DFGR)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Internatnal Val (DFIV)

View all positions for Wescott Financial Advisory Group

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