Wharton Business Group, LLC Portfolio Holdings
Wharton Business Group, LLC
- $2.37 Billion
- Q2 2025
Wharton Business Group, LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $2.37 Billion distributed in 137 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Msci Usa Quality Facto with a value of $221M, Ishares Msci Eafe Min Vol Fact with a value of $149M, Ishares Msci Emerging Markets with a value of $144M, Invesco ETF Tr Ii Kbw Bank ETF with a value of $137M, and Ishares Msci Usa Value Factor with a value of $137M.
Examining the 13F form we can see an increase of $159M in the current position value, from $2.21B to 2.37B.
Wharton Business Group, LLC is based out at Malvern, PA
Below you can find more details about Wharton Business Group, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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