Perella Weinberg Partners (PWP) Gains from Investment Securities (2020 - 2026)

Perella Weinberg Partners (PWP) posted quarterly Gains from Investment Securities of $55.2 million for Q1 2026, down 20.91% YoY from $69.7 million in Q1 2025, and up 476.26% sequentially from $9.6 million in Q4 2025.

Perella Weinberg Partners (PWP) Gains from Investment Securities (2020 - 2026) Analysis & Trends

Perella Weinberg Partners has disclosed Gains from Investment Securities across 7 years of filings, most recently posting $55.2 million for Q1 2026.

  • In Q1 2026, Gains from Investment Securities fell 20.91% year-over-year to $55.2 million; the TTM figure through Mar 2026 stood at -$6.8 million (down 113.03% YoY), while the FY2025 annual figure was $7.8 million, up 16.61% from the prior year.
  • Gains from Investment Securities grew to $55.2 million in Q1 2026, from $9.6 million in the prior quarter.
  • Over the last five years, Gains from Investment Securities for PWP reached as high as $69.7 million in Q1 2025 and fell as low as -$69.7 million in Q2 2025.
  • The 5-year median for Gains from Investment Securities is $9.6 million (2025), against an average of $12.1 million.
  • Annual changes were most pronounced in 2022 — Gains from Investment Securities surged 1845.28% — and 2023, when it plunged 3694.07%.
  • A 5-year view of Gains from Investment Securities shows it stood at -$354000.0 in 2022, then sank by 3694.07% to -$13.4 million in 2023, then jumped by 103.8% to $510000.0 in 2024, then jumped by 1776.86% to $9.6 million in 2025, then jumped by 476.26% to $55.2 million in 2026.
  • According to Business Quant data, Gains from Investment Securities over the past three periods registered $55.2 million, $9.6 million, and -$1.8 million for Q1 2026, Q4 2025, and Q3 2025 respectively.

Peer Comparison

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

Historic Data

Download Data
DateValue
Mar 31, 2026 55.16 Mn
Mar 31, 2026 55.16 Mn
Dec 31, 2025 9.57 Mn
Dec 31, 2025 9.57 Mn
Sep 30, 2025 -1.75 Mn
Sep 30, 2025 -1.75 Mn
Jun 30, 2025 -69.74 Mn
Jun 30, 2025 -69.74 Mn
Mar 31, 2025 69.74 Mn
Mar 31, 2025 69.74 Mn
Dec 31, 2024 510,000.00
Dec 31, 2024 510,000.00
Sep 30, 2024 -32.17 Mn
Sep 30, 2024 -32.17 Mn
Jun 30, 2024 13.80 Mn
Jun 30, 2024 13.80 Mn
Mar 31, 2024 24.57 Mn
Mar 31, 2024 24.57 Mn
Dec 31, 2023 -13.43 Mn
Dec 31, 2023 -13.43 Mn