13F Insight
DOSSIER · 13F-HR · Q1 2026

Wharton Business Group, LLC

$2.6B in tracked AUM across 141 positions as of Q1 2026.

WB
CIK 0001513126 · last filed Mar 31, 2026
Total AUM
$2.6B
as of Q1 2026
Holdings
141
—
positions
Whale Score
61
61
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Wharton Business Group, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
QUAL
ISHARES TR
$231M1.2M8.7%02
VLUE
ISHARES TR
$164M1.2M6.2%03
EFAV
ISHARES TR
$157M1.7M5.9%04
EEMV
ISHARES INC
$152M2.3M5.7%05
KBWB
INVESCO EXCH TRADED FD TR II
$145M1.8M5.5%06
BINC
BLACKROCK ETF TRUST II
$135M2.6M5.1%07
VYM
VANGUARD WHITEHALL FDS
$132M889K5.0%08
AAPL
APPLE INC
$109M429K4.1%09
IFRA
ISHARES TR
$99M1.7M3.7%10
IEMG
ISHARES INC
$86M1.2M3.2%

Filing history

2026Q1Mar 31
$2.6B▲ 0.7%
141 positionsView →2025Q4Dec 31
$2.6B▲ 14.9%
141 positionsView →2025Q3Sep 30
$2.3B▼ 3.4%
140 positionsView →2025Q2Jun 30
$2.4B▲ 7.2%
137 positionsLocked2025Q1Mar 31
$2.2B▼ 0.2%
137 positionsLocked2024Q4Dec 31
$2.2B▼ 0.5%
137 positionsLocked2024Q3Sep 30
$2.2B▲ 15.0%
141 positionsLocked2024Q2Jun 30
$1.9B▼ 6.9%
138 positionsLocked2024Q1Mar 31
$2.1B▲ 4.6%
135 positionsLocked2023Q4Dec 31
$2.0B▲ 10.5%
133 positionsLocked2023Q3Sep 30
$1.8B▲ 18.7%
139 positionsLocked2023Q2Jun 30
$1.5B▼ 9.1%
133 positionsLocked
Showing 12 of 58