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 | 333.21 Bn | 173.07 Bn | - | 160.14 Bn |
| 2 | Goldman Sachs | 311.14 Bn | -665.21 Bn | - | 976.35 Bn |
| 3 | Schwab Charles | 196.95 Bn | 123.36 Bn | - | 73.59 Bn |
| 4 | Robinhood Markets | 93.19 Bn | 75.81 Bn | 1.20 Bn | 17.39 Bn |
| 5 | Interactive Brokers | 41.71 Bn | -22.59 Bn | - | 64.31 Bn |
| 6 | LPL Financial Holdings | 29.06 Bn | 26.36 Bn | - | 2.70 Bn |
| 7 | Tradeweb Markets | 23.03 Bn | 20.97 Bn | - | 2.06 Bn |
| 8 | Circle Internet | 21.70 Bn | 19.97 Bn | 288.85 Mn | 1.73 Bn |
| 9 | Futu Holdings | 16.14 Bn | 214.18 Mn | 733.58 Mn | 15.93 Bn |
| 10 | Perella Weinberg Partners | 1.21 Bn | 1.10 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 |