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SEC EDGAR: CIK 1777835PWP stock profile & AI dashboard →

13F Pro Quality Score

38.9/100

Rank #2,171 of 2,962 stocks

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Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

26.9/100

Profitability

34.4/100

Balance Sheet

62.6/100

Earnings Quality

92.6/100

Free Cash Flow

61.1/100

Institutional Flow

77.6/100

Revenue Scale

42.6/100

Dilution Risk

12.1/100
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PWP Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for Perella Weinberg Partners (PWP), a Financials sector company. 13F Pro's AI-powered ranking engine scores PWP at 38.9/100 on a 32-signal composite quality model, placing it at rank #2,171 of 2,962 stocks — the bottom half of the AI-ranked universe. PWP scores in the top quartile across earnings quality (92.6), institutional flow (77.6). Areas of concern include revenue growth (26.9) and profitability (34.4), which score below median versus the broader universe. Shareholder dilution risk is elevated at 12.1/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), Perella Weinberg Partners reports quarterly revenue of $156.5M, net income of $5.3M, an operating margin of 3.2%. Top institutional holders of PWP by reported 13-F value include FMR, BlackRock, WELLINGTON MANAGEMENT GROUP LLP, based on the most recent SEC filings. PWP trades on the Nasdaq exchange and files with the SEC under CIK 1777835. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate PWP daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Perella Weinberg Partners directly from SEC EDGAR. Perella Weinberg Partners's 13F Pro composite quality score has ranged between 24 and 68 since 2022, currently 38.9 — a stable long-term trajectory across 64 quarterly and live scoring snapshots.

Fun facts about Perella Weinberg Partners

Quirks, history, and lore behind PWP — the kind of stuff that makes a stock memorable.

  • 1
    The Basics
    U.S. financial services firm · mid-cap · listed on Nasdaq · headquartered in New York City.
  • 2
    The Numbers
    Annual revenues in the range of a few hundred million dollars, with a business model built almost entirely on advisory fees rather than lending or trading.
  • 3
    The History
    Founded in 2006 by veterans of bulge-bracket investment banks, it went public on Nasdaq in 2021 as part of a wave of independent advisory shop listings.
  • 4
    The Secret
    It operates as a pure-play independent advisory firm — no balance sheet risk, no underwriting — just highly paid bankers whispering advice on mergers, restructurings, and capital raises.
  • 5
    The Lore
    The firm also runs a registered investment advisory arm managing money for institutions and wealthy families, making it a rarer dual-platform boutique on Wall Street.
  • 6
    The Giveaway
    Named after two founding partners — Joseph Perella, a legendary M&A banker, and Peter Weinberg, grandson of Goldman Sachs titan Sidney Weinberg — it's a firm whose last name says old money twice.
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Revenue

Q2 2026

$156.5M

Net Income

Q2 2026

$5.3M

Free Cash Flow

Q2 2026

$47.2M

Operating Margin

Q2 2026

3.2%

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

-14.5% YoY
$750.9MFY 2025
FY22 $631.5MFY23 $648.7MFY24 $878.0MFY25 $750.9M

Net Income

+154.8% YoY
$35.5MFY 2025
FY22 $17.9MFY23 $-17.2MFY24 $-64.7MFY25 $35.5M

Operating Income

+161.1% YoY
$48.0MFY 2025
FY22 $-47.7MFY23 $-115.1MFY24 $-78.5MFY25 $48.0M

EPS (Diluted)

+138.5% YoY
$0.47FY 2025
FY22 $-0.46FY23 $-1.33FY24 $-1.22FY25 $0.47

Total Assets

-9.0% YoY
$797.6MFY 2025
FY22 $717.1MFY23 $761.1MFY24 $876.8MFY25 $797.6M

Total Debt

FY 2025
FY22 FY23 FY24 FY25

Op. Cash Flow

-84.4% YoY
$34.8MFY 2025
FY22 $-17.8MFY23 $145.9MFY24 $223.4MFY25 $34.8M

Free Cash Flow

-85.3% YoY
$30.5MFY 2025
FY22 $-44.3MFY23 $88.3MFY24 $207.0MFY25 $30.5M

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Available Research

13F Pro tracks comprehensive data for Perella Weinberg Partners including:

SEC EDGAR filings (10-K, 10-Q, 8-K)
XBRL financial facts (revenue, EPS, margins)
Insider transactions (Form 4)
Institutional 13F holdings
Quality rankings (32 signals)
AI analyst debates & daily meetings
Historical financial trends
Peer comparison & sector analysis

Top Institutional Holders of PWP

Companies Similar to PWP

Ranked by quality-profile closeness and shared hedge-fund ownership — not just sector membership.

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MCB

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EGBN

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Similarity is computed from the 8 composite sub-scores and latest-quarter 13F conviction holdings (index-style filers excluded). Refreshed monthly.

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Is PWP a good stock to buy?

13F Pro's AI-powered analysis of Perella Weinberg Partners (PWP) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Financials sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for PWP are available on the PWP stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. PWP is classified as a small company.

Which hedge funds own PWP?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling PWP. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Perella Weinberg Partners's investment landscape.