William Penn BancorpWMPN
13F holders, Q1 2025 (March 31)34holders −2
1new positions
3sold out
1famous investor
$10.92avg. 13F price*
At the end of Q1 2025, 34 institutions reported holding William Penn Bancorp (WMPN) in their 13F filings, down 2 from Q4 2024. 1 opened new positions and 3 sold out. The largest holders were Alliancebernstein L.P. ($6.0M), Vanguard Group Inc. ($4.7M) and Deprince Race & Zollo Inc. ($3.5M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- William Penn Bancorp
- CUSIP
- 96927A105
- Latest filing quarter
- Q1 2025
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $195K |
| Exits | 3 | $409K |
All 13F filers, Q4 2024 → Q1 2025: 368,562 shares bought and 158,093 shares sold, net +210,469 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 34 holders
| Alliancebernstein L.P. | 0.00% | Add +30.6% | 549,381 | $6.0M |
| Vanguard Group Inc. | 0.00% | Reduce -12.1% | 430,838 | $4.7M |
| Deprince Race & Zollo Inc. | 0.07% | Add +29.1% | 324,004 | $3.5M |
| Gardner Lewis Asset Management L P | 0.72% | Add +16.8% | 275,120 | $3.0M |
| Russell Investments Group, Ltd. | 0.00% | Add +36.0% | 265,234 | $2.9M |
| Mangrove Partners Im, LLC | 0.15% | No change | 119,274 | $1.3M |
| Yakira Capital Management, Inc. | 0.48% | Reduce -7.4% | 106,642 | $1.2M |
| Geode Capital Management, LLC | 0.00% | Add +0.8% | 84,047 | $918K |
| Oppenheimer & Close, LLC | 0.68% | No change | 75,000 | $819K |
| De Lisle Partners LLP | 0.12% | No change | 65,682 | $718K |
| Dimensional Fund Advisors LP | 0.00% | Add +18.3% | 61,946 | $676K |
| Kennedy Investment Group, Inc. | 0.28% | No change | 55,619 | $607K |
| BlackRock, Inc. | 0.00% | Reduce -4.9% | 55,431 | $605K |
| Prospector Partners LLC | 0.07% | No change | 52,800 | $577K |
| Prelude Capital Management, LLC | 0.05% | Add +61.8% | 45,376 | $496K |
| State Street Corp. | 0.00% | No change | 43,495 | $475K |
| Susquehanna International Group, LLP | 0.00% | Reduce -0.6% | 38,323 | $418K |
| Osaic Holdings, Inc. | 0.00% | Add +2.6% | 31,863 | $348K |
| Raymond James Financial Inc. | 0.00% | No change | 27,162 | $297K |
| Oxford Asset Management LLP | 0.13% | Add +18.2% | 25,672 | $280K |
| UBS Group AG | 0.00% | Add +37.7% | 24,538 | $268K |
| Renaissance Technologies | 0.00% | Reduce -35.2% | 22,300 | $244K |
| Jane Street Group, LLC | 0.00% | New | 17,879 | $195K |
| Northern Trust Corp. | 0.00% | No change | 15,953 | $174K |
| Morgan Stanley | 0.00% | Reduce -64.1% | 12,509 | $137K |
| Wittenberg Investment Management, Inc. | 0.06% | No change | 12,219 | $133K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -57.2% | 11,935 | $130K |
| Citigroup Inc. | 0.00% | Reduce -9.7% | 5,704 | $62K |
| Longfellow Investment Management Co. LLC | 0.01% | No change | 5,465 | $60K |
| Royal Bank of Canada | 0.00% | No change | 2,100 | $23K |
| American Capital Advisory, LLC | 0.01% | No change | 2,000 | $22K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -60.4% | 437 | $5K |
| Bank of America Corp. | 0.00% | Add +5.0% | 63 | $688 |
| Barclays PLC | 0.00% | Reduce -98.1% | 23 | $251 |
"% of holder's portfolio" is WMPN's weight in each manager's 13F, not the share of William Penn Bancorp the manager owns.