ECP
WMPN

Epacria Capital Partners’s William Penn Bancorporation Common Stock WMPN Stock Holding History

Epacria Capital Partners’s Portfolio WMPN Stock Details WMPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-19,946
Closed -$249K – 62
2023
Q3 		$249K Hold
19,946
– – 0.21% 55
2023
Q2 		$202K Buy
19,946
+826
+4% +$8.28K 0.17% 56
2023
Q1 		$217K Hold
19,120
– – 0.17% 55
2022
Q4 		$232K Buy
+19,120
New +$221K 0.18% 52

Other funds holding WMPN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PP
Prospector Partners Guilford, Connecticut $46.7M AUM 11.1% 1-Year Est. Return
KIG
Kennedy Investment Group West Depford, New Jersey $295M AUM 31.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Epacria Capital Partners's WMPN Position: Q4 2023 in Review

Epacria Capital Partners sold out of William Penn Bancorporation Common Stock (WMPN) in Q4 2023, closing a stake of 19,946 shares — an estimated $249K sold.

Epacria Capital Partners first reported a position in WMPN in Q4 2022 and held it in 4 quarters. The position peaked at $249K in Q3 2023. 31 funds tracked by Wall St. Rank hold WMPN as of Q4 2023.

  • Epacria Capital Partners reported no remaining William Penn Bancorporation Common Stock position as of Q4 2023 after selling out during the quarter.
  • Epacria Capital Partners sold 19,946 William Penn Bancorporation Common Stock shares in Q4 2023, an estimated $249K.
  • Epacria Capital Partners first reported a position in William Penn Bancorporation Common Stock in Q4 2022 and held it in 4 quarters.
  • Epacria Capital Partners's William Penn Bancorporation Common Stock position peaked at $249K in Q3 2023.
  • 31 funds tracked by Wall St. Rank held William Penn Bancorporation Common Stock as of Q4 2023.

Based on Epacria Capital Partners's 13F filing for Q4 2023, filed 14 Feb 2024.