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
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