Wharton Business Group, LLC
All 13F Filings
- Location
- Malvern, PA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 2,647,117
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/7/2026 | 141 | 2,647,117 | 13F-HR | Wharton Business Group, LLC |
| Q4 2025 | 2/11/2026 | 141 | 2,630,068 | 13F-HR | Wharton Business Group, LLC |
| Q3 2025 | 11/10/2025 | 140 | 2,289,050 | 13F-HR | Wharton Business Group, LLC |
| Q2 2025 | 8/14/2025 | 137 | 2,369,765 | 13F-HR | Wharton Business Group, LLC |
| Q2 2014 | 8/11/2014 | 142 | 906,294 | 13F-HR | Wharton Business Group, LLC |
| Q1 2014 | 5/15/2014 | 150 | 1,240,449 | 13F-HR | Wharton Business Group, LLC |
| Q4 2013 | 2/7/2014 | 148 | 1,186,763 | 13F-HR | Wharton Business Group, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 439.6 K | 16.6% | 0 | 1.503 M | -1.503 M |
| ETFs | 2.208 M | 83.4% | 1.524 M | 0 | 1.524 M |
| Other | 0 | 0.0% | 0 | 4.04 K | -4.04 K |
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Fund Snapshot
Q1 2026
Latest filed
5/7/2026
Total value ($000)
2,647,117
Holdings
141
QoQ value change ($000)
17,049
(0.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.