William Penn Bancorp Inc (WMPN) — Long-term Investment Intensity

Latest as of December 2024: 29.2%

William Penn Bancorp Inc (WMPN) has a Long-term Investment Intensity of 29.2% as of December 2024. Long-term investments of $232.48 Million represent 29.2% of total assets of $796.43 Million. A higher ratio indicates a company with significant capital committed to long-duration strategic positions. See shareholders equity of William Penn Bancorp Inc for net asset value and shareholders' equity analysis.

LT Investment Intensity

29.2%
LT Investments / Total Assets

Long-term Investments

$232.48 Million
USD

Total Assets

$796.43 Million
USD

Country

USA
NASDAQ

William Penn Bancorp Inc Long-term Investment Intensity (2009–2024)

This chart shows how William Penn Bancorp Inc's Long-term Investment Intensity has evolved across 14 annual periods from 2009 to 2024. As of December 2024, the intensity stands at 29.2%, reflecting long-term investments of $232.48 Million against total assets of $796.43 Million USD. Also explore WMPN asset base for the complete picture of this company's asset base.

Annual Long-term Investment Intensity for William Penn Bancorp Inc (2009–2024)

The table below presents the year-by-year Long-term Investment Intensity for William Penn Bancorp Inc from 2009 to 2024, covering 14 annual filings. Each row shows total assets, long-term investments, the intensity percentage, and the change in percentage points compared to the prior year. For market capitalisation and broader financial context, see William Penn Bancorp Inc stock valuation.

Year LT Investment Intensity LT Investments (USD) Total Assets Change (pp)
2024 30.0% $245.83 Million $818.75 Million ▼ -1.4 pp
2023 31.4% $266.45 Million $847.58 Million ▼ -1.2 pp
2022 32.6% $287.14 Million $879.95 Million ▲ +17.6 pp
2021 15.0% $123.33 Million $822.41 Million ▲ +2.8 pp
2020 12.2% $90.00 Million $736.45 Million ▲ +6.1 pp
2019 6.1% $25.35 Million $415.83 Million ▲ +4.4 pp
2018 1.7% $5.18 Million $301.11 Million ▼ -0.6 pp
2017 2.4% $7.43 Million $316.00 Million ▼ -1.7 pp
2016 4.0% $12.69 Million $314.07 Million ▼ -1.4 pp
2015 5.5% $17.44 Million $319.29 Million ▼ -2.2 pp
2014 7.6% $23.95 Million $314.08 Million ▼ -80.9 pp
2011 88.5% $291.48 Million $329.40 Million ▼ -1.8 pp
2010 90.3% $294.83 Million $326.37 Million ▼ -0.2 pp
2009 90.5% $278.96 Million $308.23 Million
pp = percentage points