13F Insight
DOSSIER · 13F-HR · Q2 2026

Wharton Business Group, LLC

$3.0B in tracked AUM across 142 positions as of Q2 2026.

WB
CIK 0001513126 · last filed Jun 30, 2026
Total AUM
$3.0B
as of Q2 2026
Holdings
142
—
positions
Whale Score
63
63
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Wharton Business Group, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
QUAL
ISHARES TR
$256M1.2M8.6%02
VLUE
ISHARES TR
$213M1.1M7.1%03
EEMV
ISHARES INC
$173M2.3M5.8%04
KBWB
INVESCO EXCH TRADED FD TR II
$164M1.8M5.5%05
BINC
BLACKROCK ETF TRUST II
$161M3.1M5.4%06
EFAV
ISHARES TR
$147M1.7M4.9%07
VYM
VANGUARD WHITEHALL FDS
$130M821K4.3%08
AAPL
APPLE INC
$117M406K3.9%09
IFRA
ISHARES TR
$100M1.6M3.4%10
IEMG
ISHARES INC
$96M1.2M3.2%

Filing history

2026Q2Jun 30
$3.0B▲ 13.0%
142 positionsView →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 positionsLocked
Showing 12 of 59