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William Penn Bancorporation (WMPN) Institutional Ownership

William Penn Bancorporation logo

Institutional Ownership Changes (13F Filings) for William Penn Bancorporation (NASDAQ:WMPN)

Current
Institutional Ownership
Percentage
31.18%
Number of
Institutional Buyers
(last 12 months)
13
Total
Institutional Inflows
(last 12 months)
$16.90M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$662.72K
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WMPN Institutional Buying and Selling by Quarter

William Penn Bancorporation Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2025Jane Street Group LLC17,879$195K0.0%N/A0.194%
5/13/2025Russell Investments Group Ltd.265,234$2.90M0.0%+36.0%2.880%
5/6/2025 Tabor Asset Management LP106,642$1.17M0.3%N/A1.158%
5/5/2025 Tabor Asset Management LP106,642$1.17M0.4%N/A1.158%
2/18/2025CSS LLC IL15,148$182K0.0%N/A0.164%
2/17/2025Deprince Race & Zollo Inc.250,951$3.01M0.1%+26.1%2.725%
2/14/2025Northern Trust Corp15,953$191K0.0%-18.5%0.173%
2/14/2025 Dimensional Fund Advisors LP52,357$628K0.0%+66.4%0.568%
2/13/2025Raymond James Financial Inc.27,162$326K0.0%N/A0.295%
2/13/2025Renaissance Technologies LLC34,400$413K0.0%+79.2%0.374%
2/13/2025 Prospector Partners LLC52,800$634K0.1%-19.0%0.573%
2/13/2025Yakira Capital Management Inc.115,177$1.38M0.5%N/A1.251%
2/13/2025Russell Investments Group Ltd.195,036$2.34M0.0%-5.8%2.118%
2/13/2025 Wittenberg Investment Management Inc.12,219$147K0.1%-55.0%0.133%
2/12/2025Alliancebernstein L.P.420,557$5.05M0.0%N/A4.566%
2/12/2025Gardner Lewis Asset Management L P235,586$2.83M0.7%N/A2.558%
2/6/2025Raymond James Financial Inc.27,162$326K0.0%N/A0.295%
1/16/2025 MassMutual Private Wealth & Trust FSB14,905$179K0.0%N/A0.162%
11/16/2024 Geode Capital Management LLC83,458$1.02M0.0%-7.8%0.906%
8/15/2024Deprince Race & Zollo Inc.255,685$2.92M0.1%-2.1%2.710%
8/15/2024Dryden Capital LLC228,560$2.61M4.5%+722.5%2.422%
5/10/2024 Acadian Asset Management LLC4,027$48K0.0%N/A0.043%
5/7/2024Oppenheimer & Close LLC75,000$926K0.8%-50.0%0.785%
5/3/2024 Wittenberg Investment Management Inc.10,034$124K0.0%N/A0.105%
12/6/2023 Citigroup Inc.2,899$36K0.0%N/A0.029%
11/13/2023 Acadian Asset Management LLC2,027$25K0.0%-78.3%0.020%
11/7/2023Barclays PLC12,107$151K0.0%N/A0.112%
10/16/2023 Arcus Capital Partners LLC11,405$142K0.0%-23.0%0.105%
8/15/2023Raffles Associates LP189,000$1.92M2.6%-30.0%1.475%
8/11/2023Hotchkis & Wiley Capital Management LLC125,070$1.27M0.0%+7.7%0.976%
8/10/2023Russell Investments Group Ltd.205,458$2.09M0.0%+51.6%1.603%
8/7/2023 Acadian Asset Management LLC9,341$94K0.0%-24.7%0.073%
7/18/2023 Arcus Capital Partners LLC14,805$150K0.0%+45.1%0.116%
5/15/2023Dryden Capital LLC33,828$383K0.5%-44.0%0.264%
5/15/2023Maltese Capital Management LLC172,900$1.96M0.7%-7.8%1.349%
5/15/2023 rhino investment partners Inc399,110$4.52M1.2%+11.4%3.115%
5/12/2023Price Jennifer C.430,701$4.88M1.6%-10.4%3.361%
5/9/2023 Arcus Capital Partners LLC10,205$116K0.0%N/A0.080%
5/9/2023Russell Investments Group Ltd.135,568$1.54M0.0%+219.3%1.058%
5/8/2023 Prospector Partners LLC65,200$739K0.1%+53.8%0.465%
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2/8/2023Russell Investments Group Ltd.42,464$515K0.0%N/A0.303%
2/3/2023Epacria Capital Partners LLC19,120$232K0.2%N/A0.133%
11/15/2022Price Jennifer C.480,000$5.46M1.1%+3.5%3.346%
10/25/2022Raymond James & Associates27,162$309K0.0%+3.8%0.187%
8/23/2022Captrust Financial Advisors7,768$91K0.0%N/A0.052%
8/19/2022 rhino investment partners Inc284,216$3.33M1.5%N/A1.891%
8/15/2022 Kestra Private Wealth Services LLC10,691$125K0.0%-12.4%0.071%
8/11/2022 rhino investment partners Inc114,833$3.33M1.5%N/A0.764%
5/17/2022Philadelphia Financial Management of San Francisco LLC380,780$4.86M1.6%+15.3%2.533%
2/14/2022Philadelphia Financial Management of San Francisco LLC330,210$3.99M1.4%+2.7%2.177%
2/14/2022Alliancebernstein L.P.586,753$7.09M0.0%+3.2%3.868%
2/11/2022Dryden Capital LLC75,000$906K0.6%N/A0.494%
11/16/2021Schonfeld Strategic Advisors LLC20,800$254K0.0%+55.2%0.137%
11/16/2021Two Sigma Advisers LP45,016$550K0.0%-5.2%0.297%
11/16/2021Two Sigma Investments LP49,761$608K0.0%-58.8%0.328%
11/16/2021Maltese Capital Management LLC185,000$2.26M0.4%-5.1%1.219%
11/12/2021Hotchkis & Wiley Capital Management LLC182,780$2.23M0.0%N/A1.205%
11/12/2021 Geode Capital Management LLC97,811$1.19M0.0%+10.3%0.645%
11/10/2021 Creative Planning22,273$272K0.0%N/A0.147%
11/9/2021BlackRock Inc.28,565$349K0.0%-17.4%0.188%
10/25/2021 Benin Management CORP24,249$296K0.1%+4.3%0.160%
10/19/2021 BLB&B Advisors LLC1,217,804$14.87M1.0%N/A8.027%
8/16/2021Moab Capital Partners LLC31,239$372K0.9%N/A0.696%
8/16/2021Schonfeld Strategic Advisors LLC13,400$160K0.0%N/A0.299%
8/16/2021Price Michael F455,000$5.42M0.6%+12.3%10.136%
8/13/2021Northern Trust Corp20,076$239K0.0%N/A0.447%
8/13/2021 Geode Capital Management LLC88,662$1.06M0.0%N/A1.975%
8/13/2021 Vanguard Group Inc.230,532$2.74M0.0%N/A5.135%
8/11/2021 Deutsche Bank AG3,954$47K0.0%N/A0.088%
7/30/2021Alliancebernstein L.P.568,494$6.77M0.0%+112.5%12.664%
5/18/2021Millennium Management LLC27,326$311K0.0%N/A0.609%
(Data available from 1/1/2016 forward)

WMPN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WMPN shares?

During the previous two years, 23 institutional investors and hedge funds held shares of William Penn Bancorporation. The most heavily invested institutionals were Alliancebernstein L.P. ($5.05M), Deprince Race & Zollo Inc. ($3.01M), Russell Investments Group Ltd. ($2.90M), Gardner Lewis Asset Management L P ($2.83M), Dryden Capital LLC ($2.61M), Raffles Associates LP ($1.92M), and Yakira Capital Management Inc. ($1.38M).Learn more on William Penn Bancorporation's institutional investors.

What percentage of William Penn Bancorporation's stock is owned by institutional investors?

31.18% of William Penn Bancorporation's stock is owned by institutional investors. Learn more on WMPN's institutional investor holdings.

Which institutional investors have been buying William Penn Bancorporation's stock?

Of the 17 institutional investors that purchased William Penn Bancorporation's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Alliancebernstein L.P. ($420.56K), Gardner Lewis Asset Management L P ($235.59K), Tabor Asset Management LP ($213.28K), Dryden Capital LLC ($200.77K), Yakira Capital Management Inc. ($115.18K), Russell Investments Group Ltd. ($70.20K), and Raymond James Financial Inc. ($54.32K).

How much institutional buying is happening at William Penn Bancorporation?

Institutional investors have bought a total of 1,445,811 shares in the last 24 months. This purchase volume represents approximately $16.90M in transactions.

Which of William Penn Bancorporation's major shareholders have been selling company stock?

The following institutional investors have sold William Penn Bancorporation stock in the last 24 months: Wittenberg Investment Management Inc. ($14.91K), Prospector Partners LLC ($12.40K), Russell Investments Group Ltd. ($12.01K), Geode Capital Management LLC ($7.01K), Deprince Race & Zollo Inc. ($5.40K), and Northern Trust Corp ($3.62K).

How much institutional selling is happening at William Penn Bancorporation?

Institutional investors have sold a total of 55,351 shares in the last 24 months. This volume of shares sold represents approximately $662.72K in transactions.



This page (NASDAQ:WMPN) was last updated on 8/13/2025 by MarketBeat.com Staff
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