Perella Weinberg Partners (PWP) Cash & Current Investments (2019 - 2026)

Perella Weinberg Partners (PWP) posted quarterly Cash & Current Investments of $77.7 million for Q1 2026, down 30.2% YoY from $111.2 million in Q1 2025, and down 30.2% sequentially from $111.2 million in Q1 2025.

Perella Weinberg Partners (PWP) Cash & Current Investments (2019 - 2026) Analysis & Trends

Perella Weinberg Partners has disclosed Cash & Current Investments across 8 years of filings, most recently posting $77.7 million for Q1 2026.

  • In Q1 2026, Cash & Current Investments fell 30.2% year-over-year to $77.7 million; the TTM figure through Mar 2026 stood at $77.7 million (down 30.2% YoY), while the FY2024 annual figure was $96.0 million, down 71.62% from the prior year.
  • Cash & Current Investments fell to $77.7 million in Q1 2026, from $111.2 million in the prior quarter.
  • Over the last five years, Cash & Current Investments for PWP reached as high as $338.3 million in Q4 2023 and fell as low as $25.0 million in Q1 2023.
  • The 5-year median for Cash & Current Investments is $113.0 million (2022), against an average of $131.0 million.
  • Annual changes were most pronounced in 2023 — Cash & Current Investments soared 141.49% — and 2024, when it tumbled 71.62%.
  • A 5-year view of Cash & Current Investments shows it stood at $140.1 million in 2022, then surged by 141.49% to $338.3 million in 2023, then plunged by 71.62% to $96.0 million in 2024, then increased by 15.85% to $111.2 million in 2025, then tumbled by 30.2% to $77.7 million in 2026.
  • According to Business Quant data, Cash & Current Investments over the past three periods registered $77.7 million, $111.2 million, and $96.0 million for Q1 2026, Q1 2025, and Q4 2024 respectively.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Cash & Current Investments (Qtr)
1 Morgan Stanley 330.70 Bn 197.17 Bn - 133.53 Bn
2 Goldman Sachs 309.79 Bn -627.76 Bn - 937.55 Bn
3 Schwab Charles 167.21 Bn 122.24 Bn - 44.98 Bn
4 Futu Holdings 111.36 Bn 109.19 Bn 733.58 Mn 2.21 Bn
5 Robinhood Markets 97.69 Bn 93.05 Bn 960.00 Mn 5.01 Bn
6 LPL Financial Holdings 23.49 Bn 22.47 Bn - 1.02 Bn
7 Tradeweb Markets 21.59 Bn 20.34 Bn - 1.94 Bn
8 Circle Internet 15.14 Bn 13.62 Bn 35.01 Mn 1.52 Bn
9 Iren 14.46 Bn 12.24 Bn 144.76 Mn 2.21 Bn
10 Perella Weinberg Partners 1.14 Bn 1.44 Bn - 77.66 Mn

Historic Data

Download Data
DateValue
Mar 31, 2026 77.66 Mn
Mar 31, 2025 111.25 Mn
Dec 31, 2024 96.03 Mn
Sep 30, 2024 95.05 Mn
Jun 30, 2024 185.28 Mn
Dec 31, 2023 338.35 Mn
Sep 30, 2023 70.01 Mn
Jun 30, 2023 179.77 Mn
Mar 31, 2023 24.96 Mn
Dec 31, 2022 140.11 Mn
Sep 30, 2022 138.86 Mn
Jun 30, 2022 114.82 Mn
Sep 30, 2021 415.84 Mn
Jun 30, 2021 349.68 Mn
Mar 31, 2021 824,082.00
Sep 30, 2020 1.63 Mn
Dec 31, 2019 10,762.00