Perella Weinberg Partners (PWP) Cash & Current Investments (2019 - 2026)
Perella Weinberg Partners (PWP) posted quarterly Cash & Current Investments of $115.8 million for Q2 2026, down 20.13% year-over-year from $145.0 million in Q2 2025, and up 49.18% on a QoQ basis from $77.7 million in Q1 2026.
Perella Weinberg Partners (PWP) Cash & Current Investments (2019 - 2026) Analysis & Trends
Perella Weinberg Partners has reported Cash & Current Investments for 8 years, with the latest figure at $115.8 million in Q2 2026.
- Cash & Current Investments for Q2 2026 came in at $115.8 million, down 20.13% year-over-year; the trailing twelve-month figure through Jun 2026 was $115.8 million (down 20.13% YoY), and the FY2025 annual result was $255.9 million, down 37.18% from the prior year.
- Cash & Current Investments advanced to $115.8 million in Q2 2026, from $77.7 million in the prior quarter.
- Over five years, Cash & Current Investments peaked at $407.4 million in Q4 2024 and troughed at $77.7 million in Q1 2026.
- A 5-year average of $199.2 million and a median of $179.8 million in 2023 frame the typical range for Cash & Current Investments.
- The widest annual swing landed in 2022, when Cash & Current Investments tumbled 67.16%; it then soared 70.49% in 2024.
- A 5-year view of Cash & Current Investments shows it stood at $311.7 million in 2022, then climbed by 8.56% to $338.3 million in 2023, then advanced by 20.41% to $407.4 million in 2024, then plunged by 37.18% to $255.9 million in 2025, then plunged by 54.73% to $115.8 million in 2026.
- Per Business Quant data, the three most recent Cash & Current Investments figures were $115.8 million in Q2 2026, $77.7 million in Q1 2026, and $255.9 million in Q4 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Cash & Current Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 338.83 Bn | 205.30 Bn | - | 160.14 Bn |
| 2 | Goldman Sachs | 316.34 Bn | -660.01 Bn | - | 976.35 Bn |
| 3 | Schwab Charles | 220.55 Bn | 135.80 Bn | - | 84.75 Bn |
| 4 | Futu Holdings | 121.48 Bn | 105.59 Bn | 733.58 Mn | 15.93 Bn |
| 5 | Robinhood Markets | 84.07 Bn | 66.74 Bn | 1.20 Bn | 17.39 Bn |
| 6 | Iren | 68.17 Bn | 65.95 Bn | 104.86 Mn | 2.21 Bn |
| 7 | ATIF Holdings | 45.42 Bn | 45.42 Bn | - | 1.52 Mn |
| 8 | Interactive Brokers | 39.54 Bn | -3.28 Bn | - | 58.50 Bn |
| 9 | LPL Financial Holdings | 28.27 Bn | 25.57 Bn | - | 2.70 Bn |
| 10 | Perella Weinberg Partners | 1.50 Bn | 1.69 Bn | - | 115.85 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 115.85 Mn |
| Mar 31, 2026 | 77.66 Mn |
| Dec 31, 2025 | 255.91 Mn |
| Jun 30, 2025 | 145.04 Mn |
| Mar 31, 2025 | 111.25 Mn |
| Dec 31, 2024 | 96.03 Mn |
| Sep 30, 2024 | 95.05 Mn |
| Dec 31, 2023 | 91.17 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 |
| Mar 31, 2020 | 9,126.00 |
| Dec 31, 2019 | 10,762.00 |