William Penn BancorpWMPN
13F holders, Q4 2024 (December 31)36holders +7
10new positions
3sold out
1famous investor
$12.00avg. 13F price*
At the end of Q4 2024, 36 institutions reported holding William Penn Bancorp (WMPN) in their 13F filings, up 7 from Q3 2024. 10 opened new positions and 3 sold out. The largest holders were Vanguard Group Inc. ($5.9M), Alliancebernstein L.P. ($5.0M) and Deprince Race & Zollo Inc. ($3.0M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $11.0M |
| Exits | 3 | $577K |
All 13F filers, Q3 2024 → Q4 2024: 1,072,433 shares bought and 117,747 shares sold, net +954,686 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 36 holders
| Vanguard Group Inc. | 0.00% | Reduce -2.1% | 490,354 | $5.9M |
| Alliancebernstein L.P. | 0.00% | New | 420,557 | $5.0M |
| Deprince Race & Zollo Inc. | 0.06% | Add +26.1% | 250,951 | $3.0M |
| Gardner Lewis Asset Management L P | 0.72% | New | 235,586 | $2.8M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -5.8% | 195,036 | $2.3M |
| Mangrove Partners Im, LLC | 0.17% | Reduce -5.0% | 119,274 | $1.4M |
| Yakira Capital Management, Inc. | 0.55% | New | 115,177 | $1.4M |
| Geode Capital Management, LLC | 0.00% | Reduce -0.1% | 83,376 | $1.0M |
| Oppenheimer & Close, LLC | 0.74% | No change | 75,000 | $900K |
| De Lisle Partners LLP | 0.12% | Add +318.8% | 65,682 | $789K |
| BlackRock, Inc. | 0.00% | Add +10.2% | 58,304 | $700K |
| Kennedy Investment Group, Inc. | 0.30% | No change | 55,619 | $667K |
| Prospector Partners LLC | 0.07% | Reduce -19.0% | 52,800 | $634K |
| Dimensional Fund Advisors LP | 0.00% | Add +66.3% | 52,357 | $628K |
| State Street Corp. | 0.00% | Add +5.6% | 43,495 | $522K |
| Susquehanna International Group, LLP | 0.00% | New | 38,551 | $463K |
| Morgan Stanley | 0.00% | Add +1.9% | 34,877 | $419K |
| Renaissance Technologies | 0.00% | Add +79.2% | 34,400 | $413K |
| Osaic Holdings, Inc. | 0.00% | No change | 31,058 | $373K |
| Prelude Capital Management, LLC | 0.03% | New | 28,047 | $337K |
| Qube Research & Technologies Ltd | 0.00% | Add +77.6% | 27,878 | $335K |
| Raymond James Financial Inc. | 0.00% | — | 27,162 | $326K |
| Oxford Asset Management LLP | 0.12% | New | 21,713 | $261K |
| UBS Group AG | 0.00% | New | 17,820 | $214K |
| Northern Trust Corp. | 0.00% | Reduce -18.5% | 15,953 | $191K |
| CSS LLC | 0.03% | New | 15,148 | $182K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | New | 14,905 | $179K |
| Wittenberg Investment Management, Inc. | 0.06% | Reduce -55.0% | 12,219 | $147K |
| Citigroup Inc. | 0.00% | Reduce -36.0% | 6,315 | $76K |
| Longfellow Investment Management Co. LLC | 0.02% | New | 5,465 | $66K |
| Acadian Asset Management LLC | 0.00% | No change | 4,027 | $48K |
| Royal Bank of Canada | 0.00% | Reduce -74.4% | 2,100 | $25K |
| American Capital Advisory, LLC | 0.01% | No change | 2,000 | $24K |
| Barclays PLC | 0.00% | Reduce -40.2% | 1,195 | $14K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +672.0% | 1,104 | $13K |
| Bank of America Corp. | 0.00% | Reduce -69.1% | 60 | $720 |
"% of holder's portfolio" is WMPN's weight in each manager's 13F, not the share of William Penn Bancorp the manager owns.