SEI Investments
WMPN

SEI Investments’s William Penn Bancorporation Common Stock WMPN Stock Holding History

SEI Investments’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
2022
Q3 		– Sell
-10,800
Closed -$126K – 2744
2022
Q2 		$126K Hold
10,800
– – ﹤0.01% 2541
2022
Q1 		$138K Hold
10,800
– – ﹤0.01% 2476
2021
Q4 		$130K Hold
10,800
– – ﹤0.01% 2519
2021
Q3 		$132K Buy
+10,800
New +$131K ﹤0.01% 2490

Other funds holding WMPN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JCP
Jennifer C. Price $75.5M AUM 6.25% 1-Year Est. Return
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return
RA
Raffles Associates New York $115M AUM 35.69% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DC
Dryden Capital Miami, Florida $58.9M AUM 8.83% 1-Year Est. Return

SEI Investments's WMPN Position: Q3 2022 in Review

SEI Investments sold out of William Penn Bancorporation Common Stock (WMPN) in Q3 2022, closing a stake of 10,800 shares — an estimated $126K sold.

SEI Investments first reported a position in WMPN in Q3 2021 and held it in 4 quarters. The position peaked at $138K in Q1 2022. 28 funds tracked by Wall St. Rank hold WMPN as of Q3 2022.

  • SEI Investments reported no remaining William Penn Bancorporation Common Stock position as of Q3 2022 after selling out during the quarter.
  • SEI Investments sold 10,800 William Penn Bancorporation Common Stock shares in Q3 2022, an estimated $126K.
  • SEI Investments first reported a position in William Penn Bancorporation Common Stock in Q3 2021 and held it in 4 quarters.
  • SEI Investments's William Penn Bancorporation Common Stock position peaked at $138K in Q1 2022.
  • 28 funds tracked by Wall St. Rank held William Penn Bancorporation Common Stock as of Q3 2022.

Based on SEI Investments's 13F filing for Q3 2022, filed 14 Nov 2022.