MPWT
WMPN

MassMutual Private Wealth & Trust’s William Penn Bancorporation Common Stock WMPN Stock Holding History

MassMutual Private Wealth & Trust’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
2025
Q1 		– Sell
-14,905
Closed -$179K – 2511
2024
Q4 		$179K Buy
+14,905
New +$189K 0.01% 469

Other funds holding WMPN

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
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
GLAM
Gardner Lewis Asset Management Chadds Ford, Pennsylvania $462M AUM 65.29% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return

MassMutual Private Wealth & Trust's WMPN Position: Q1 2025 in Review

MassMutual Private Wealth & Trust sold out of William Penn Bancorporation Common Stock (WMPN) in Q1 2025, closing a stake of 14,905 shares — an estimated $179K sold.

MassMutual Private Wealth & Trust first reported a position in WMPN in Q4 2024 and held it in 1 quarter. The position peaked at $179K in Q4 2024. 34 funds tracked by Wall St. Rank hold WMPN as of Q1 2025.

  • MassMutual Private Wealth & Trust reported no remaining William Penn Bancorporation Common Stock position as of Q1 2025 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 14,905 William Penn Bancorporation Common Stock shares in Q1 2025, an estimated $179K.
  • MassMutual Private Wealth & Trust first reported a position in William Penn Bancorporation Common Stock in Q4 2024 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's William Penn Bancorporation Common Stock position peaked at $179K in Q4 2024.
  • 34 funds tracked by Wall St. Rank held William Penn Bancorporation Common Stock as of Q1 2025.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2025, filed 1 Apr 2025.