WPG Advisers’s Customers Bancorp CUBI Stock Holding History

WPG Advisers’s Portfolio CUBI Stock Details CUBI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-47	Closed	-$2.29K	–	1464
2024 Q4	$2.29K	Buy	+47	New	+$2.36K	﹤0.01%	1049

Other funds holding CUBI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WPG Advisers's CUBI Position: Q1 2025 in Review

WPG Advisers sold out of Customers Bancorp (CUBI) in Q1 2025, closing a stake of 47 shares — an estimated $2.29K sold.

WPG Advisers first reported a position in CUBI in Q4 2024 and held it in 1 quarter. The position peaked at $2.29K in Q4 2024. 238 funds tracked by Wall St. Rank hold CUBI as of Q1 2025.

WPG Advisers reported no remaining Customers Bancorp position as of Q1 2025 after selling out during the quarter.
WPG Advisers sold 47 Customers Bancorp shares in Q1 2025, an estimated $2.29K.
WPG Advisers first reported a position in Customers Bancorp in Q4 2024 and held it in 1 quarter.
WPG Advisers's Customers Bancorp position peaked at $2.29K in Q4 2024.
238 funds tracked by Wall St. Rank held Customers Bancorp as of Q1 2025.

Based on WPG Advisers's 13F filing for Q1 2025, filed 15 May 2025.