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[SCHEDULE 13G/A] Perella Weinberg Partners SEC Filing

Filing Impact
(Low)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A
Rhea-AI Filing Summary

Perella Weinberg Partners is reported to have 4,352,753 shares beneficially owned by affiliates of Wellington Management, representing 6.86% of the outstanding common stock. The filing shows shared voting power of 2,612,545 shares and shared dispositive power of 4,352,753, with no sole voting or dispositive power reported.

The securities are owned of record by clients of Wellington Investment Advisers and, according to the filing, are held in the ordinary course of business and not for the purpose of changing or influencing control of the issuer. Multiple Wellington entities are named as reporting persons and the filing discloses the internal ownership and adviser structure through which these client positions are held.

Positive
  • Beneficial ownership of 4,352,753 shares (6.86%) is a material stake that signals strong institutional interest.
  • Securities are owned of record by client accounts and held in the ordinary course, with a certification that holdings are not intended to change control.
Negative
  • None.

Insights

TL;DR: Wellington affiliates report a sizeable passive stake of 4.35M PWP shares (6.86%), held for client accounts.

The Schedule 13G/A shows a >5% economic interest, which requires disclosure but signals a passive position rather than an activist intent: sole voting and dispositive powers are zero while shared dispositive power equals the aggregate holdings. For investors, this confirms Wellington as a material institutional holder whose positions reflect client mandates rather than direct control. The stake size is large enough to be influential in holdings-based funds but, per the filing, not intended to alter issuer control.

TL;DR: Reported holdings are material but explicitly characterized as passive and client-owned, reducing immediate governance concerns.

The disclosure identifies multiple Wellington entities and clarifies record ownership by clients of Wellington Investment Advisers, consistent with fiduciary asset-management arrangements. The certification states the shares are held in the ordinary course and not to change control, which is the standard declaration for Rule 13d-1(b) filers. Governance implications are limited given the lack of sole voting or dispositive authority, although shareholders and the board may note the presence of a large, passive institutional holder when assessing shareholder composition.






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





SCHEDULE 13G



Wellington Management Group LLP
Signature:Taisia Lowe
Name/Title:Regulatory Analyst
Date:08/12/2025
Wellington Group Holdings LLP
Signature:Taisia Lowe
Name/Title:Regulatory Analyst
Date:08/12/2025
Wellington Investment Advisors Holdings LLP
Signature:Taisia Lowe
Name/Title:Regulatory Analyst
Date:08/12/2025
Wellington Management Company LLP
Signature:Taisia Lowe
Name/Title:Regulatory Analyst
Date:08/12/2025

FAQ

How many Perella Weinberg Partners (PWP) shares does Wellington report owning?

Wellington reports beneficial ownership of 4,352,753 shares of PWP common stock.

What percentage of PWP does Wellington's stake represent?

The filing states the holding represents 6.86% of PWP's outstanding common stock.

Does Wellington have sole voting or dispositive power over these PWP shares?

No. The filing reports 0 sole voting power and 0 sole dispositive power, with shared voting power of 2,612,545 and shared dispositive power of 4,352,753.

Who actually owns the reported PWP shares?

The securities are owned of record by clients of the Wellington Investment Advisers and are reported by Wellington-affiliated reporting persons.

Does the filing indicate Wellington intends to influence control of PWP?

The certification states the shares are held in the ordinary course of business and were not acquired and are not held for the purpose of changing or influencing control of the issuer.
Perella Weinberg Partners

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