Wharton Business Group, LLC
All 13F Filings
- Location
- Malvern, PA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 2,630,068
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| 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 | 1.943 M | 73.9% | 307.3 K | 0 | 307.3 K |
| ETFs | 683.1 K | 26.0% | 33.68 K | 0 | 33.68 K |
| Other | 4.04 K | 0.2% | 26 | 0 | 26 |
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Fund Snapshot
Q4 2025
Latest filed
2/11/2026
Total value ($000)
2,630,068
Holdings
141
QoQ value change ($000)
341,018
(14.9%)
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.