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Wellington group reports 5.8% Perella Weinberg (PWP) ownership stake

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Wellington Management Group LLP and affiliates report beneficial ownership of Perella Weinberg Partners common stock. The filing shows control over 3,757,859 shares, representing about 5.8% of the class as of the event date. All voting and dispositive power is shared, with no sole authority reported.

The shares are owned of record by clients of various Wellington investment advisers, while Wellington’s holding entities are reported as parent control persons. Wellington certifies the position was acquired and is held in the ordinary course of business and not for changing or influencing control of Perella Weinberg Partners.

Positive

  • None.

Negative

  • None.





Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)






SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



Wellington Management Group LLP
Signature:Taisia Lowe
Name/Title:Regulatory Analyst
Date:02/10/2026
Wellington Group Holdings LLP
Signature:Taisia Lowe
Name/Title:Regulatory Analyst
Date:02/10/2026
Wellington Investment Advisors Holdings LLP
Signature:Taisia Lowe
Name/Title:Regulatory Analyst
Date:02/10/2026

FAQ

What stake does Wellington hold in Perella Weinberg Partners (PWP)?

Wellington entities report beneficial ownership of 3,757,859 Perella Weinberg Partners common shares, representing about 5.8% of the outstanding class. This position is held through clients of Wellington investment advisers, with Wellington acting as an indirect parent holding and control group entity.

Which Wellington entities are listed as reporting persons for PWP?

The filing lists Wellington Management Group LLP, Wellington Group Holdings LLP, and Wellington Investment Advisors Holdings LLP as reporting persons. Each reports the same 3,757,859 shares and 5.8% beneficial ownership, reflecting their roles in the ownership and control chain over the investment adviser subsidiaries.

How is voting and dispositive power over PWP shares allocated for Wellington?

The filing shows no sole voting or dispositive power, with sole power reported as 0 shares. Shared voting power covers 1,927,862 shares, while shared dispositive power covers 3,757,859 shares. This indicates decisions are made collectively for clients rather than by a single Wellington entity.

Are Wellington’s PWP shares held to influence control of the company?

Wellington certifies the securities were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of Perella Weinberg Partners. The position is also not held in connection with any control-related transaction, aside from limited proxy nomination activities language.

Who ultimately owns the PWP shares reported by Wellington?

The securities are owned of record by clients of one or more Wellington investment advisers. Wellington Management Group LLP and its holding entities are parent control persons. No individual client is known to have rights over more than five percent of this class of Perella Weinberg Partners shares.

What is the ownership structure among Wellington entities for the PWP stake?

Wellington Investment Advisors Holdings LLP controls the Wellington investment advisers directly or through Wellington Management Global Holdings, Ltd. Wellington Investment Advisors Holdings LLP is owned by Wellington Group Holdings LLP, which in turn is owned by Wellington Management Group LLP, reflecting a layered parent holding structure.
Perella Weinberg Partners

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