Wharton Business Group
$2.6B Assets Reported
147 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| QUAL | ISHARES TR | 1,201,810 | $231M | 8.7% |
| VLUE | ISHARES TR | 1,153,472 | $164M | 6.2% |
| EFAV | ISHARES TR | 1,713,828 | $157M | 5.9% |
| EEMV | ISHARES INC | 2,347,193 | $152M | 5.7% |
| KBWB | INVESCO EXCH TRADED FD TR II | 1,827,711 | $145M | 5.5% |
| BINC | BLACKROCK ETF TRUST II | 2,592,485 | $135M | 5.1% |
| VYM | VANGUARD WHITEHALL FDS | 889,433 | $132M | 5.0% |
| AAPL | APPLE INC | 429,452 | $109M | 4.1% |
| IFRA | ISHARES TR | 1,723,025 | $99M | 3.7% |
| IEMG | ISHARES INC | 1,228,997 | $86M | 3.2% |
Track Wharton Business Group's 13F portfolio: $2.6B in reported holdings, 147 positions. Top holdings, AUM, and quarterly changes on SentiSense.