William Penn Bancorp Inc (WMPN) — Strategic Asset Allocation Index
William Penn Bancorp Inc (WMPN) has a Strategic Asset Allocation Index of 187.2% as of December 2024. Strategic assets (PP&E of $- plus long-term investments of $232.48 Million) total $232.48 Million, measured against net assets of $124.20 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See William Penn Bancorp Inc balance sheet quality to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
William Penn Bancorp Inc Strategic Asset Allocation Index (2008–2024)
This chart shows how William Penn Bancorp Inc's Strategic Asset Allocation Index has evolved across 17 annual periods from 2008 to 2024. As of December 2024, the index stands at 187.2%, representing strategic assets of $232.48 Million against net assets of $124.20 Million USD. For live market cap and overall valuation, see WMPN market cap.
Annual Strategic Asset Allocation Index for William Penn Bancorp Inc (2008–2024)
The table below presents the year-by-year Strategic Asset Allocation Index for William Penn Bancorp Inc from 2008 to 2024, covering 17 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. See William Penn Bancorp Inc (WMPN) shareholders funds for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2024 | 197.3% | $245.83 Million | $- | $245.83 Million | $124.60 Million | ▲ +31.5 pp |
| 2023 | 165.8% | $266.45 Million | $- | $266.45 Million | $160.75 Million | ▲ +10.4 pp |
| 2022 | 155.4% | $298.83 Million | $11.70 Million | $287.14 Million | $192.33 Million | ▲ +91.4 pp |
| 2021 | 64.0% | $138.88 Million | $15.55 Million | $123.33 Million | $216.93 Million | ▼ -48.5 pp |
| 2020 | 112.5% | $108.39 Million | $18.40 Million | $90.00 Million | $96.36 Million | ▲ +68.4 pp |
| 2019 | 44.1% | $33.76 Million | $8.41 Million | $25.35 Million | $76.63 Million | ▲ +31.6 pp |
| 2018 | 12.4% | $7.69 Million | $2.51 Million | $5.18 Million | $61.90 Million | ▼ -3.9 pp |
| 2017 | 16.3% | $10.03 Million | $2.60 Million | $7.43 Million | $61.60 Million | ▼ -9.4 pp |
| 2016 | 25.7% | $15.39 Million | $2.69 Million | $12.69 Million | $59.90 Million | ▼ -8.6 pp |
| 2015 | 34.3% | $20.34 Million | $2.90 Million | $17.44 Million | $59.25 Million | ▼ -10.4 pp |
| 2014 | 44.7% | $27.05 Million | $3.09 Million | $23.95 Million | $60.46 Million | ▲ +38.5 pp |
| 2013 | 6.2% | $3.63 Million | $3.63 Million | $- | $58.41 Million | ▼ -0.3 pp |
| 2012 | 6.5% | $3.67 Million | $3.67 Million | $- | $56.46 Million | ▼ -538.6 pp |
| 2011 | 545.1% | $295.28 Million | $3.80 Million | $291.48 Million | $54.17 Million | ▼ -35.0 pp |
| 2010 | 580.1% | $297.04 Million | $2.21 Million | $294.83 Million | $51.21 Million | ▼ -18.8 pp |
| 2009 | 598.9% | $280.92 Million | $1.95 Million | $278.96 Million | $46.91 Million | ▲ +594.8 pp |
| 2008 | 4.1% | $1.80 Million | $1.80 Million | $- | $44.15 Million | — |