Double maintains 2 strategies that include PWP - Perella Weinberg Partners
Yahoo
Investing.com -- Brand management companies Authentic Brands Global and WHP Global have placed bids to acquire apparel retailer Lands’ End, according to a Reuters report on Wednesday.
Finnhub
Perella Weinberg Partners dropped from Russell 2000 Growth-Defensive Index...
Finnhub
Perella Weinberg Partners dropped from Russell 2000 Defensive Index...
Yahoo
Poxono Capital (Poxono), a Pennsylvania-based registered investment advisor serving a diverse group of families and institutions, is pleased to announce that Wilder Harvard has joined the firm as its new President.
Finnhub
Perella Weinberg Partners elected Joseph R. Perella as Class I directors, will hold office until the 2028 annual meeting of stockholders, and until his or her respective successor has been duly...
SeekingAlpha
Wasatch Micro Cap Value Fund - Investor Class declined -10.05% during the first quarter of 2025 but held up better than the benchmark Russell Microcap® Index, which was down -14.39%.
| Name | Correlation | AUM | Expense Ratio |
|---|---|---|---|
| BTAL | -61.60% | $315.93M | 1.43% |
| TAIL | -60.80% | $94.86M | 0.59% |
| VIXY | -60.62% | $184.73M | 0.85% |
| IVOL | -34.22% | $342.69M | 1.02% |
| FXY | -30.49% | $802.69M | 0.4% |
| SCHO | -23.01% | $10.98B | 0.03% |
| FTSD | -21.05% | $233.11M | 0.25% |
| VGSH | -20.94% | $22.68B | 0.03% |
| SPTS | -20.65% | $5.77B | 0.03% |
| UTWO | -20.44% | $376.33M | 0.15% |
| UDN | -20.26% | $147.46M | 0.78% |
| BWX | -20.20% | $1.53B | 0.35% |
| FXE | -19.24% | $588.06M | 0.4% |
| XONE | -19.17% | $628.85M | 0.03% |
| IBTH | -17.64% | $1.62B | 0.07% |
| BILS | -17.55% | $3.80B | 0.1356% |
| IBTI | -16.97% | $1.06B | 0.07% |
| IBTG | -15.48% | $1.92B | 0.07% |
| IBTJ | -14.80% | $686.15M | 0.07% |
| IEI | -14.41% | $15.53B | 0.15% |
| Name | Correlation | AUM | Expense Ratio |
|---|---|---|---|
| BNDX | -<0.01% | $67.46B | 0.07% |
| BNDW | 0.09% | $1.28B | 0.05% |
| SUB | 0.19% | $9.93B | 0.07% |
| BUXX | 0.27% | $312.40M | 0.25% |
| SPMB | -0.30% | $6.15B | 0.04% |
| FIXD | 0.32% | $3.39B | 0.65% |
| FLMI | 0.41% | $735.37M | 0.3% |
| CGMU | 0.43% | $3.38B | 0.27% |
| CGCB | -0.51% | $2.51B | 0.27% |
| XBIL | 0.70% | $784.60M | 0.15% |
| BSMR | -0.72% | $258.51M | 0.18% |
| MMIN | -0.74% | $322.53M | 0.3% |
| TFI | -0.82% | $3.21B | 0.23% |
| USTB | 0.83% | $1.30B | 0.35% |
| BIV | 0.87% | $23.15B | 0.03% |
| TLH | 0.88% | $11.30B | 0.15% |
| CGSD | 0.92% | $1.38B | 0.25% |
| TOTL | -1.00% | $3.80B | 0.55% |
| JMBS | 1.00% | $5.87B | 0.22% |
| DFIP | 1.03% | $928.51M | 0.11% |
Current Value
$20.601 Year Return
Current Value
$20.601 Year Return
| Name | Correlation | AUM | Expense Ratio |
|---|---|---|---|
| KCE | 82.80% | $510.25M | 0.35% |
| KBWB | 80.64% | $4.80B | 0.35% |
| FXO | 78.72% | $2.17B | 0.62% |
| IAT | 78.33% | $620.27M | 0.4% |
| KBE | 78.26% | $1.56B | 0.35% |
| IAI | 77.80% | $1.41B | 0.4% |
| KRE | 77.68% | $3.65B | 0.35% |
| FYX | 77.52% | $833.39M | 0.6% |
| IYG | 77.48% | $1.84B | 0.39% |
| DFAS | 76.88% | $10.54B | 0.27% |
| IYF | 76.84% | $4.03B | 0.39% |
| AVUV | 76.77% | $16.78B | 0.25% |
| DFSV | 76.68% | $4.91B | 0.3% |
| DFAT | 76.64% | $11.09B | 0.28% |
| SMLF | 76.52% | $1.88B | 0.15% |
| PAVE | 76.49% | $8.78B | 0.47% |
| TPSC | 76.48% | $212.61M | 0.52% |
| FNCL | 76.47% | $2.27B | 0.084% |
| RDTE | 76.46% | $139.04M | 0.97% |
| SDVY | 76.44% | $8.42B | 0.59% |
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| CBOE | -27.05% | $24.55B | +38.09% | 1.08% |
| AWK | -20.01% | $27.82B | +4.74% | 2.18% |
| ED | -19.17% | $36.42B | +10.51% | 3.36% |
| CME | -19.06% | $99.17B | +44.04% | 1.75% |
| TU | -15.90% | $25.21B | +7.34% | 6.98% |
| AMT | -13.96% | $103.46B | +6.67% | 3.01% |
| AEP | -13.88% | $56.65B | +16.73% | 3.49% |
| SO | -11.68% | $102.50B | +16.78% | 3.13% |
| CL | -11.58% | $73.44B | -7.30% | 2.25% |
| MKTX | -11.32% | $8.21B | +2.36% | 1.37% |
| PHYS | -11.24% | - | - | 0.00% |
| CCI | -9.76% | $45.27B | +1.59% | 5.56% |
| TEF | -9.08% | $29.35B | +18.72% | 6.32% |
| DG | -8.90% | $24.71B | -14.69% | 2.10% |
| DUK | -8.36% | $91.85B | +13.12% | 3.57% |
| EXC | -8.31% | $44.05B | +23.53% | 3.60% |
| ZCMD | -7.75% | $28.54M | -8.87% | 0.00% |
| SBAC | -7.55% | $25.01B | +10.93% | 1.80% |
| GFI | -7.44% | $21.43B | +47.60% | 2.33% |
| CNC | -7.13% | $16.18B | -51.64% | 0.00% |
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| EVR | 85.26% | $11.56B | +32.60% | 1.09% |
| PIPR | 84.73% | $5.37B | +27.34% | 0.84% |
| MC | 84.67% | $5.22B | +17.07% | 3.55% |
| SF | 80.25% | $11.26B | +29.93% | 1.62% |
| JEF | 80.02% | $11.49B | +4.21% | 2.73% |
| LAZ | 78.97% | $4.90B | +25.93% | 3.84% |
| MS | 78.86% | $229.56B | +36.74% | 2.60% |
| GS | 78.83% | $217.59B | +47.97% | 1.70% |
| HLI | 78.09% | $13.32B | +37.48% | 1.21% |
| SNV | 77.94% | $7.66B | +29.98% | 2.81% |
| SYF | 77.64% | $27.08B | +45.01% | 1.49% |
| CFG | 77.47% | $20.77B | +25.39% | 3.54% |
| PJT | 76.72% | $4.36B | +60.23% | 0.56% |
| FHN | 76.65% | $11.21B | +33.45% | 2.73% |
| PNFP | 76.61% | $9.28B | +40.76% | 0.78% |
| TFC | 76.55% | $59.58B | +12.65% | 4.60% |
| HBAN | 76.51% | $25.58B | +30.46% | 3.56% |
| CG | 76.27% | $21.13B | +37.32% | 2.43% |
| FNB | 76.06% | $5.76B | +11.03% | 3.03% |
| ZION | 75.70% | $8.31B | +18.73% | 3.04% |
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| CHT | 0.01% | $34.34B | +21.96% | 3.77% |
| GSK | 0.03% | $80.01B | +1.75% | 4.17% |
| NOC | -0.17% | $73.96B | +18.95% | 1.66% |
| SAND | -0.17% | $2.88B | +70.54% | 0.58% |
| HMY | -0.25% | $8.95B | +43.66% | 1.20% |
| JNJ | -0.35% | $379.41B | +5.34% | 3.20% |
| SYPR | 0.42% | $48.49M | +14.05% | 0.00% |
| FE | -0.51% | $23.39B | +2.69% | 4.27% |
| LITB | -0.51% | $24.26M | -71.62% | 0.00% |
| STG | -0.52% | $38.79M | -3.01% | 0.00% |
| LNTH | 0.59% | $5.80B | -32.19% | 0.00% |
| HLN | 0.59% | $45.41B | +14.89% | 1.77% |
| ELV | -0.60% | $78.14B | -35.21% | 1.95% |
| EXAS | -0.61% | $10.06B | +18.91% | 0.00% |
| AU | -0.69% | $23.43B | +60.17% | 2.22% |
| CMS | 0.73% | $21.10B | +16.29% | 3.01% |
| CCEC | 0.87% | $1.02B | +3.91% | 2.48% |
| MNOV | 0.90% | $62.29M | -8.63% | 0.00% |
| CTRE | -0.94% | $5.87B | +17.71% | 4.08% |
| WPM | 0.95% | $40.80B | +51.61% | 0.71% |
