Wharton Business Group, LLC
Wharton Business Group, LLC reported 142 positions worth $2.99B as of June 30, 2026 (13F filed August 10, 2026). Largest holding: QUAL (8.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | QUAL | SH | $256.1M | 8.56% | 1,167,255 | — | — | |
| ▸ 2 | VLUE | SH | $213.1M | 7.13% | 1,066,732 | — | — | |
| ▸ 3 | EEMV | SH | $172.8M | 5.78% | 2,294,992 | — | — | |
| ▸ 4 | KBWB | SH | $164.4M | 5.50% | 1,767,605 | — | — | |
| ▸ 5 | BINC | SH | $160.6M | 5.37% | 3,067,790 | — | — | |
| ▸ 6 | EFAV | SH | $146.6M | 4.90% | 1,671,587 | — | — | |
| ▸ 7 | VYM | SH | $129.7M | 4.34% | 820,989 | — | — | |
| ▸ 8 | AAPL | SH | $117.4M | 3.93% | 405,851 | — | — | |
| ▸ 9 | IFRA | SH | $100.4M | 3.36% | 1,592,700 | — | — | |
| ▸ 10 | IEMG | SH | $95.8M | 3.20% | 1,155,957 | — | — |
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Frequently Asked Questions
What stocks does Wharton Business Group, LLC hold as of Q2 2026?
Wharton Business Group, LLC reported 142 positions worth $2.99B in its Q2 2026 13F filing. Largest positions: QUAL (8.6%), VLUE (7.1%), EEMV (5.8%), KBWB (5.5%) and BINC (5.4%).
What did Wharton Business Group, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Wharton Business Group, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.