Wittenberg Investment Management’s William Penn Bancorporation Common Stock WMPN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-12,219
Closed -$133K 79
2025
Q1
$133K Hold
12,219
0.06% 70
2024
Q4
$147K Sell
12,219
-14,905
-55% -$189K 0.06% 69
2024
Q3
$332K Buy
27,124
+234
+0.9% +$2.77K 0.11% 63
2024
Q2
$307K Buy
26,890
+16,856
+168% +$203K 0.1% 66
2024
Q1
$124K Buy
+10,034
New +$123K 0.04% 79

Wittenberg Investment Management's WMPN Position: Q2 2025 in Review

Wittenberg Investment Management sold out of William Penn Bancorporation Common Stock (WMPN) in Q2 2025, closing a stake of 12,219 shares — an estimated $133K sold.

Wittenberg Investment Management first reported a position in WMPN in Q1 2024 and held it in 5 quarters. The position peaked at $332K in Q3 2024. 0 funds tracked by Wall St. Rank hold WMPN as of Q2 2025.

  • Wittenberg Investment Management reported no remaining William Penn Bancorporation Common Stock position as of Q2 2025 after selling out during the quarter.
  • Wittenberg Investment Management sold 12,219 William Penn Bancorporation Common Stock shares in Q2 2025, an estimated $133K.
  • Wittenberg Investment Management first reported a position in William Penn Bancorporation Common Stock in Q1 2024 and held it in 5 quarters.
  • Wittenberg Investment Management's William Penn Bancorporation Common Stock position peaked at $332K in Q3 2024.
  • 0 funds tracked by Wall St. Rank held William Penn Bancorporation Common Stock as of Q2 2025.

Based on Wittenberg Investment Management's 13F filing for Q2 2025, filed 11 Aug 2025.