Perella Weinberg Partners (PWP) Gains from Investment Securities (2020 - 2026)
Perella Weinberg Partners (PWP) reported Gains from Investment Securities of $55.2 million for Q1 2026, down 20.91% year-over-year from $69.7 million in Q1 2025, and up 476.26% quarter-over-quarter from $9.6 million in Q4 2025.
Perella Weinberg Partners (PWP) Gains from Investment Securities (2020 - 2026) Analysis & Trends
Perella Weinberg Partners (PWP) has 7 years of Gains from Investment Securities data on file, last reported at $55.2 million in Q1 2026.
- Gains from Investment Securities for Q1 2026 came in at $55.2 million, down 20.91% year-over-year; the trailing twelve-month figure through Mar 2026 was -$6.8 million (down 113.03% YoY), and the FY2025 annual result was $7.8 million, up 16.61% from the prior year.
- Gains from Investment Securities improved to $55.2 million in Q1 2026 per PWP's latest filing, from $9.6 million in the prior quarter.
- Over five years, Gains from Investment Securities peaked at $69.7 million in Q1 2025 and troughed at -$69.7 million in Q2 2025.
- A 5-year average of $12.1 million and a median of $9.6 million in 2025 frame the typical range for Gains from Investment Securities.
- The sharpest annual moves came in 2022 and 2023: Gains from Investment Securities surged 2549.94% in 2022, then slumped 3694.07% in 2023.
- A 5-year view of Gains from Investment Securities shows it stood at -$354000.0 in 2022, then tumbled 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.
- Business Quant data shows PWP's Gains from Investment Securities at $55.2 million in Q1 2026, $9.6 million in Q4 2025, and -$1.8 million in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | SOL Strategies | 96,012.83 Bn | 96,012.83 Bn | - |
| 2 | Morgan Stanley | 328.23 Bn | 194.70 Bn | - |
| 3 | Goldman Sachs | 313.22 Bn | -624.33 Bn | - |
| 4 | Schwab Charles | 154.90 Bn | 109.92 Bn | - |
| 5 | Robinhood Markets | 75.17 Bn | 70.53 Bn | 960.00 Mn |
| 6 | Interactive Brokers | 38.41 Bn | 49.00 Bn | - |
| 7 | LPL Financial Holdings | 23.13 Bn | 22.10 Bn | - |
| 8 | Tradeweb Markets | 21.12 Bn | 19.87 Bn | - |
| 9 | Circle Internet | 19.75 Bn | 18.24 Bn | 35.01 Mn |
| 10 | Perella Weinberg Partners | 1.08 Bn | 1.38 Bn | - |
Historic Data
Download Data| Date | Value |
|---|---|
| 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 |