Skip to main content
Equibles
PWP logo

PWP · Perella Weinberg Partners · Held by Funds

Track PWP — free

Use PWP with AI

Add company filings, earnings and prices to ChatGPT or Claude, then ask questions in your own chat.

Choose your app for step-by-step connection instructions. Sign in with Equibles when asked; no code or API key is needed.

Claude ChatGPT

After connecting, ask your AI to use Equibles to research PWP.

Other apps & server URL
https://mcp.equibles.com/mcp
Gemini CLI setup
or ask here

Free, nothing to set up — ALVIS runs on the same tools and cites every figure.

See what you can ask in ChatGPT or Claude

All connection guides →
$15.17 -0.87 (-5.42%)
Russell 2000 member Rebalance outlook locked
Market Cap
$1.51B
Shares
94.04M

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.

Funds holding PWP

224 fund positions
Fund Balance Value % of Fund Open
Fidelity Small Cap Value Fund 1,943,919 $44,204,718 0.87%
SMALLCAP World Fund Inc 2,602,595 $41,537,416 0.04%
VANGUARD TOTAL STOCK MARKET INDEX FUND 2,148,879 $34,296,109 0.00%
Columbia Small Cap Growth Fund 1,788,166 $30,684,929 0.84%
iShares Russell 2000 ETF 1,845,153 $29,448,642 0.04%
College Retirement Equities Fund - Total Global Stock Account 1,425,334 $22,748,331 0.02%
Fidelity Small Cap Stock Fund 801,173 $18,218,674 1.41%
Nuveen Multi Cap Value Fund 1,089,741 $17,392,266 1.38%
Nomura Small Cap Core Fund 1,007,373 $17,286,521 0.31%
Fidelity Small Cap Growth K6 Fund 715,560 $16,271,834 0.38%
Fidelity Small Cap Index Fund 645,130 $14,670,256 0.05%
Fidelity Series Small Cap Core Fund 628,807 $14,299,071 0.88%
William Blair Small Cap Value Fund 864,210 $13,792,792 1.31%
VANGUARD EXTENDED MARKET INDEX FUND 817,303 $13,044,156 0.01%
Fidelity Small Cap Growth Fund 562,727 $12,796,412 0.15%
First Eagle Small Cap Opportunity Fund 548,988 $12,483,987 0.56%
Column Small Cap Select Fund 681,728 $11,698,452 0.62%
William Blair Small Cap Growth Fund 659,975 $10,533,201 0.86%
iShares Russell 2000 Growth ETF 648,516 $10,350,315 0.07%
WESTWOOD QUALITY SMALLCAP FUND 446,859 $10,161,574 1.12%
Westwood SmallCap Fund 719,662 $10,104,054 0.92%
American Beacon Small Cap Value Fund 386,195 $8,782,074 0.23%
Emerald Growth Fund 365,213 $8,304,944 0.59%
Goldman Sachs Small Cap Value Fund 435,228 $7,468,512 0.79%
State Street(R) SPDR(R) S&P(R) Capital Markets ETF 454,426 $7,252,639 1.73%
Royce Small-Cap Opportunity Fund 406,258 $6,483,878 0.46%
Westwood SMIDCAP Fund 431,962 $6,064,746 1.79%
Fidelity Extended Market Index Fund 344,790 $5,916,596 0.01%
SmallCap Growth Fund I 254,897 $5,796,358 0.25%
VANGUARD RUSSELL 2000 INDEX FUND 335,999 $5,765,743 0.03%
Small Cap Growth Stock Portfolio 353,993 $5,649,728 0.63%
AMG GW&K Small Cap Core Fund 353,483 $5,641,589 0.73%
Carillon Eagle Small Cap Growth Fund 347,777 $5,550,521 1.11%
Schwab U.S. Small-Cap ETF 320,154 $5,493,843 0.02%
Dimensional U.S. Small Cap ETF 231,723 $5,269,381 0.04%
ROYCE MICRO-CAP TRUST, INC. 317,052 $5,060,150 0.56%
U.S. SMALL CAP PORTFOLIO 219,832 $4,998,980 0.03%
WPG Partners Select Small Cap Value Fund 270,255 $4,637,576 1.98%
HARTFORD SMALL CAP GROWTH HLS FUND 261,809 $4,178,472 0.63%
Strategic Advisers Fidelity U.S. Total Stock Fund 234,370 $4,021,789 0.00%
VANGUARD EXPLORER VALUE FUND 231,260 $3,968,422 0.32%
U.S. Small Cap Equity Fund 171,502 $3,899,955 0.41%
Nuveen Small Cap Value Opportunities Fund 236,098 $3,768,124 1.19%
Select Financials Portfolio 209,223 $3,590,267 0.46%
U.S. MICRO CAP PORTFOLIO 155,637 $3,539,185 0.05%
Schwab Small-Cap Index Fund 143,583 $3,265,077 0.05%
Wasatch Micro Cap Value Fund 204,003 $3,255,888 0.84%
Fidelity Advisor Financials Fund 138,000 $3,138,120 0.50%
Variable Portfolio - Partners Small Cap Value Fund 195,835 $3,125,527 0.71%
Hartford Schroders US Small Cap Opportunities Fund 135,940 $3,091,276 1.75%
Showing 1–50 of 224 positions
Key facts CIK 1777835 CUSIP 71367G102 13F (30d) 112 filings 112 filers Visit website Investor relations