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| 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 |