William Penn Bancorporation
WMPNDelisted Apr 30, 2025- Industry
- Savings Institutions, Not Federally Chartered
- SEC CIK
- 0001828376
William Penn Bancorporation was delisted on Apr 30, 2025; its insiders filed their last Form 4 on May 1, 2025; 34 institutions reported holding it in 13F filings for Q1 2025, worth $31.6M in total; no superinvestor held it.
13F holders, Q1 2023
Institutional positions in William Penn Bancorporation as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 34
- −1 vs. Q4 2022
- Shares held
- 3.33M
- −32.1K (−1.0%) vs. Q4 2022
- Total value
- $37.7M
- −$3.02M (−7.4%) vs. Q4 2022
- New holders
- 4
- 11 more added
- Sold out
- 5
- 9 more reduced
Compare with Q4 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WMPN on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 0 | $0 |
| Q1 2026 | 0 | $0 |
| Q4 2025 | 0 | $0 |
| Q3 2025 | 0 | $0 |
| Q2 2025 | 0 | $0 |
| Q1 2025 | 34 | $31.6M |
| Q4 2024 | 36 | $31.9M |
| Q3 2024 | 29 | $20.8M |
| Q2 2024 | 31 | $22.8M |
| Q1 2024 | 32 | $22.7M |
| Q4 2023 | 31 | $23.8M |
| Q3 2023 | 29 | $24.1M |
| Q2 2023 | 31 | $24.5M |
| Q1 2023 | 34 | $37.7M |
| Q4 2022 | 35 | $40.7M |
| Q3 2022 | 28 | $34.8M |
| Q2 2022 | 27 | $37.5M |
| Q1 2022 | 30 | $44.0M |
| Q4 2021 | 31 | $40.5M |
| Q3 2021 | 32 | $57.7M |
| Q2 2021 | 27 | $34.2M |
| Q1 2021 | 16 | $19.2M |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding William Penn Bancorporation; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wells Fargo & Company | 85 | $963 | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 533 | $6.04K | 0.00% | −947−64.0% | Reduced |
| Glen Eagle Advisors, LLC | 1,030 | $11.7K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 2,022 | $23.0K | 0.00% | +22+1.1% | Added |
| JPMorgan Chase & Co | 3,021 | $34.0K | 0.00% | +3,021 | New |
| Alliancebernstein L.P. | 10,000 | $113.3K | 0.00% | −346,109−97.2% | Reduced |
| Arcus Capital Partners, LLC | 10,205 | $115.6K | 0.04% | +10,205 | New |
| Acadian Asset Management LLC | 12,409 | $139.0K | 0.00% | +5,714+85.3% | Added |
| Ameriprise Financial Inc | 13,100 | $148.4K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 17,568 | $199.0K | 0.00% | +4,600+35.5% | Added |
| Schonfeld Strategic Advisors LLC | 18,500 | $209.6K | 0.00% | −1,050−5.4% | Reduced |
| Epacria Capital Partners, LLC | 19,120 | $216.6K | 0.17% | 00.0% | Unchanged |
| Northern Trust Corp | 22,756 | $257.8K | 0.00% | +2,120+10.3% | Added |
| Raymond James & Associates | 27,162 | $307.7K | 0.00% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 28,181 | $319.3K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 29,024 | $328.8K | 0.00% | −4,512−13.5% | Reduced |
| Millennium Management LLC | 29,102 | $330.0K | 0.00% | +29,102 | New |
| BlackRock Inc. | 30,924 | $350.4K | 0.00% | −21−0.1% | Reduced |
| Dryden Capital, LLC | 33,828 | $383.3K | 0.51% | −26,597−44.0% | Reduced |
| Jane Street Group, LLC | 38,341 | $434.4K | 0.00% | +38,341 | New |
| State Street Corp | 40,795 | $462.2K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 40,979 | $464.3K | 0.00% | +12,592+44.4% | Added |
| Kennedy Investment Group | 55,619 | $630.2K | 0.39% | 00.0% | Unchanged |
| Prospector Partners LLC | 65,200 | $738.7K | 0.11% | +22,800+53.8% | Added |
| Geode Capital Management, LLC | 108,047 | $1.22M | 0.00% | +2,327+2.2% | Added |
| Hotchkis & Wiley Capital Management LLC | 116,130 | $1.32M | 0.01% | −3,100−2.6% | Reduced |
| Russell Investments Group, Ltd. | 135,568 | $1.54M | 0.00% | +93,104+219.3% | Added |
| Oppenheimer & Close, LLC | 150,000 | $1.70M | 1.68% | 00.0% | Unchanged |
| Maltese Capital Management LLC | 172,900 | $1.96M | 0.74% | −14,600−7.8% | Reduced |
| Raffles Associates LP | 270,000 | $3.06M | 4.17% | 00.0% | Unchanged |
| Deprince Race & Zollo Inc | 316,241 | $3.58M | 0.08% | +189,208+148.9% | Added |
| rhino investment partners, Inc | 399,110 | $4.52M | 1.22% | +40,872+11.4% | Added |
| Price Jennifer C. | 430,701 | $4.88M | 1.56% | −50,000−10.4% | Reduced |
| Vanguard Group Inc | 677,316 | $7.67M | 0.00% | +4,398+0.7% | Added |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −30,728−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −12,356−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −87−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −14−100.0% | Sold out |