The takeaway
Perella Weinberg Partners shows a pronounced seasonal pattern over 6 years of data — strongest in August (+6.2%) and softest in September (−4.2%).
Right now
In July, the stock has risen 80% of years, averaging +9.7%, about +7.6 pts better than the S&P 500.
The full picture
Perella Weinberg Partners's most dependable month has been August, higher in 5 of 5 years; September has been its least reliable, up just 20% of the time.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
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| Median return % | ||||||||||||
| 2025 | ||||||||||||
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| 2022 | ||||||||||||
| 2021 | ||||||||||||
| 2020 | — | — | — | — | — | — | — | — | — | — |
Month by month
The stock's clearest edge over the S&P 500 lands in July (+7.6 pts); it has trailed the market most in April (−6.8 pts).
“vs S&P” is Perella Weinberg Partners’s average for a month minus the S&P 500’s average for that same month — isolating Perella Weinberg Partners’s own seasonal edge from broad market drift.
Reality check
Over the last 5 years, August has closed higher 100% of the time versus 100% across the last 6 years — the pattern is holding.
Figures are the typical (median) August return and how often it rose — the last 5 years versus the last 6(the heatmap’s default window). This verdict stays anchored to that 6-year window even if you zoom the chart, so it never disagrees with the badges above.
In plain English
Dependability is the through-line here. August stands out, higher in all 5 Augusts, but it heads a clutch of months that pull the year reliably upward.
Its average (+6.2%) and median (+5.9%) land within a hair of each other — the tell of steady, year-after-year gains rather than one outlier doing the work. It is also the calendar's calmest month, its returns swinging least from year to year (a 3.6% spread), and even its worst August in 6 years lost only 2.3% — the gentlest downside anywhere on its calendar. Crucially, the gain is the stock's own rather than a rising tide's: August has cleared the S&P 500 by +5.9 points above the index. That consistency sets it apart from the field, where the average stock manages August only about 52% of the time.
The strength clusters rather than stands alone — May–August forms a firm stretch that carries much of the year. On the other side of the ledger, September has been the soft spot — the weakest of 3 months that average a loss (−4.2%), and the edge isn't year-round — the stock has trailed the S&P 500 in April, March, and September. Its roughest month on record was a −18.8% June in 2022 — a reminder of how hard even a seasonal name can fall.
August has now closed higher 5 years running.
The takeaway is less about when to buy than what to expect: August aside, the stock's months offer little reliable tilt. With a short 6-year record, the signal is best held loosely.
Short answers on the stock's best month (August), its worst (September), and whether it really trades seasonally.
Yes, to a pronounced degree. Since 2020 its best month (August, +6.2%) has run well ahead of its worst (September, −4.2%) — the heatmap above shows how steady that gap has been year to year.
August has been the strongest, averaging +6.2% and closing higher in all 5 years on record since 2020.
It's the weakest, averaging −4.2% — historically a soft spot, though it still varies from year to year.
Explore
These names have the strongest July track records on record — a starting point for comparison.
Before you trade