Notify me when Wharton Business Group, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 140 | $2,284,787,763 | +$34,516,956 | -$35,168,063 | -$651,107 | VLUE, EFAV, EEMV, KBWB, VYM | 13F-HR | 07 Nov 2025, 18:28 |
| Q2 2025 | 137 | $2,364,644,000 | +$61,478,743 | -$77,862,558 | -$16,383,815 | QUAL, EFAV, EEMV, KBWB, VLUE | 13F-HR | 13 Aug 2025, 17:48 |
| Q1 2025 | 137 | $2,210,721,000 | +$33,781,083 | -$11,210,125 | +$22,570,958 | QUAL, VLUE, EEMV, EFAV, VYM | 13F-HR | 09 May 2025, 16:01 |
| Q4 2024 | 137 | $2,215,265,000 | +$84,071,380 | -$83,071,712 | +$999,668 | QUAL, VLUE, EEMV, EFAV, KBWB | 13F-HR | 04 Feb 2025, 11:46 |
| Q3 2024 | 141 | $2,226,458,000 | +$244,144,432 | -$90,088,630 | +$154,055,802 | QUAL, VLUE, KBWB, VYM, EEMV | 13F-HR | 07 Nov 2024, 16:29 |
| Q2 2024 | 138 | $1,935,926,000 | +$9,367,903 | -$174,853,938 | -$165,486,035 | QUAL, VLUE, EEMV, EFAV, AAPL | 13F-HR | 12 Aug 2024, 12:07 |
| Q1 2024 | 135 | $2,079,303,000 | +$84,967,808 | -$99,340,244 | -$14,372,436 | VUSB, QUAL, VLUE, EEMV, EFAV | 13F-HR | 13 May 2024, 10:14 |
| Q4 2023 | 133 | $1,987,612,000 | +$109,582,388 | -$79,508,692 | +$30,073,696 | VUSB, QUAL, EFAV, VLUE, EEMV | 13F-HR | 07 Feb 2024, 11:21 |
| Q3 2023 | 139 | $1,799,410,000 | +$417,689,670 | -$70,472,070 | +$347,217,600 | VUSB, QUAL, VLUE, EFAV, EEMV | 13F-HR | 06 Nov 2023, 12:35 |
| Q2 2023 | 133 | $1,516,467,000 | +$7,622,164 | -$227,611,126 | -$219,988,962 | QUAL, EFAV, IEMG, AAPL, VUSB | 13F-HR | 07 Aug 2023, 14:36 |
| Q1 2023 | 137 | $1,668,268,000 | +$59,501,130 | -$179,176,609 | -$119,675,479 | VUSB, QUAL, EFAV, IEMG, VLUE | 13F-HR | 04 May 2023, 10:08 |
| Q4 2022 | 141 | $1,724,673,000 | +$204,992,696 | -$72,475,959 | +$132,516,737 | VUSB, QUAL, EFAV, IEMG, EEMV | 13F-HR | 13 Feb 2023, 15:52 |
| Q3 2022 | 131 | $1,478,740,000 | +$65,950,157 | -$10,785,986 | +$55,164,171 | VUSB, QUAL, EFAV, IEMG, VLUE | 13F-HR | 31 Oct 2022, 17:16 |
| Q2 2022 | 131 | $1,512,372,000 | +$125,139,250 | -$49,429,987 | +$75,709,263 | VUSB, QUAL, IEMG, EFAV, VLUE | 13F-HR | 09 Aug 2022, 11:53 |
| Q1 2022 | 132 | $1,648,542,000 | +$146,314,413 | -$34,385,864 | +$111,928,549 | VUSB, QUAL, IEMG, EFAV, VLUE | Restatement | 18 May 2022, 15:26 |
| Q4 2021 | 130 | $1,619,215,000 | +$632,955,369 | -$40,332,935 | +$592,622,434 | QUAL, VUSB, IEMG, VLUE, EFAV | 13F-HR | 10 Feb 2022, 08:34 |
| Q3 2021 | 66 | $985,554,000 | +$230,136,673 | -$513,631,763 | -$283,495,090 | VUSB, QUAL, IEMG, EFAV, VLUE | 13F-HR | 09 Nov 2021, 10:36 |
| Q2 2021 | 120 | $1,280,565,000 | +$39,298,029 | -$110,445,002 | -$71,146,973 | QUAL, IEMG, IVV, EFAV, AAPL | 13F-HR | 11 Aug 2021, 12:33 |
| Q1 2021 | 121 | $1,280,340,000 | +$35,937,457 | -$47,021,632 | -$11,084,175 | QUAL, IEMG, EFAV, IVV, AAPL | 13F-HR | 10 May 2021, 11:38 |
| Q4 2020 | 116 | $1,219,704,000 | +$61,818,339 | -$79,291,562 | -$17,473,223 | QUAL, IEMG, EFAV, AAPL, IVV | 13F-HR | 11 Feb 2021, 10:11 |
| Q3 2020 | 110 | $1,083,501,000 | +$93,767,631 | -$72,195,829 | +$21,571,802 | QUAL, IEMG, EFAV, AAPL, IVV | 13F-HR | 06 Nov 2020, 13:01 |
| Q2 2020 | 113 | $1,037,606,000 | +$61,922,579 | -$62,664,747 | -$742,168 | QUAL, IEMG, EFAV, XLK, IVV | 13F-HR | 11 Aug 2020, 14:14 |
| Q1 2020 | 101 | $884,696,000 | +$92,157,240 | -$42,141,743 | +$50,015,497 | QUAL, IEMG, EFAV, XLK, IVV | 13F-HR | 27 Apr 2020, 09:46 |
| Q4 2019 | 118 | $1,075,234,000 | +$54,883,675 | -$72,204,931 | -$17,321,256 | IEMG, QUAL, KBWB, IVV, XLK | 13F-HR | 03 Feb 2020, 18:13 |
| Q3 2019 | 100 | $997,379,000 | +$28,106,133 | -$5,198,014 | +$22,908,119 | IEMG, QUAL, KBWB, IVV, XLK | 13F-HR | 30 Oct 2019, 11:42 |
| Q2 2019 | 101 | $981,590,000 | +$17,206,942 | -$19,363,381 | -$2,156,439 | IEMG, QUAL, KBWB, IVV, IEFA | 13F-HR | 08 Aug 2019, 12:53 |
| Q1 2019 | 100 | $966,175,000 | +$34,497,856 | -$16,697,588 | +$17,800,268 | IEMG, QUAL, KBWB, IVV, XLK | 13F-HR | 01 May 2019, 15:08 |
| Q4 2018 | 97 | $845,528,000 | +$52,505,094 | -$78,802,795 | -$26,297,701 | IEMG, QUAL, KBWB, IVV, IEFA | 13F-HR | 08 Feb 2019, 11:02 |
| Q3 2018 | 101 | $1,007,081,000 | +$25,299,085 | -$17,046,903 | +$8,252,182 | IEMG, QUAL, KBWB, PFF, IVV | 13F-HR | 06 Nov 2018, 13:35 |
| Q2 2018 | 102 | $959,767,000 | +$129,050,789 | -$130,599,386 | -$1,548,597 | IEMG, QUAL, KBWB, PFF, IVV | 13F-HR | 09 Aug 2018, 14:50 |
| Q1 2018 | 100 | $967,038,000 | +$32,594,294 | -$30,625,681 | +$1,968,613 | IEMG, KBWB, QUAL, PFF, IVV | 13F-HR | 03 May 2018, 16:18 |
| Q4 2017 | 107 | $963,631,000 | +$13,131,831 | -$44,454,515 | -$31,322,684 | IEMG, KBWB, QUAL, PFF, IVV | 13F-HR | 09 Feb 2018, 18:11 |
| Q3 2017 | 107 | $946,412,000 | +$9,849,775 | -$42,050,676 | -$32,200,901 | IEMG, KBWB, QUAL, PFF, IVV | 13F-HR | 02 Nov 2017, 16:29 |
| Q2 2017 | 112 | $938,267,000 | +$65,267,578 | -$85,062,555 | -$19,794,977 | IEMG, KBWB, PFF, QUAL, IVV | 13F-HR | 10 Aug 2017, 13:35 |
| Q1 2017 | 113 | $935,672,000 | +$99,966,658 | -$55,417,987 | +$44,548,671 | HDV, KBWB, PFF, IVV, IEMG | 13F-HR | 08 May 2017, 16:08 |
| Q4 2016 | 109 | $844,172,000 | +$161,990,631 | -$154,968,996 | +$7,021,635 | KBWB, HDV, PFF, XLK, IEMG | 13F-HR | 10 Feb 2017, 15:46 |
| Q3 2016 | 115 | $811,334,000 | +$39,913,842 | -$122,057,439 | -$82,143,597 | PFF, OEF, KBWB, XLK, XLE | 13F-HR | 10 Nov 2016, 15:09 |
| Q2 2016 | 124 | $845,001,000 | +$23,821,866 | -$91,278,295 | -$67,456,429 | PFF, OEF, KBWB, HEEM, XLK | 13F-HR | 08 Aug 2016, 14:09 |
| Q1 2016 | 123 | $905,171,000 | +$23,711,055 | -$135,332,886 | -$111,621,831 | OEF, HEEM, PFF, KBWB, XLK | 13F-HR | 12 May 2016, 14:36 |
| Q4 2015 | 128 | $1,010,840,000 | +$66,656,602 | -$381,669,844 | -$315,013,242 | OEF, HEEM, PFF, HEFA, KBE | 13F-HR | 09 Feb 2016, 10:03 |
| Q3 2015 | 127 | $1,012,380,000 | +$234,933,306 | -$176,604,683 | +$58,328,623 | HEEM, PFF, HEFA, KBE, OEF | 13F-HR | 09 Nov 2015, 10:08 |
| Q2 2015 | 132 | $1,072,783,000 | +$67,751,273 | -$144,211,649 | -$76,460,376 | PFF, EEMA, KBE, XLE, BBRC | 13F-HR | 10 Aug 2015, 13:21 |
| Q1 2015 | 139 | $1,213,835,000 | +$177,125,879 | -$174,733,285 | +$2,392,594 | PHDG, PFF, EEMA, BBRC, OEF | 13F-HR | 14 May 2015, 13:06 |
| Q4 2014 | 135 | $1,207,977,000 | +$216,373,683 | -$129,245,141 | +$87,128,542 | PHDG, OEF, KBE, BBRC, EEMA | 13F-HR | 12 Feb 2015, 17:14 |
| Q3 2014 | 143 | $1,125,072,000 | +$284,404,308 | -$35,605,973 | +$248,798,335 | VWO, PHDG, EEMV, KBE, DEM | 13F-HR | 10 Nov 2014, 17:54 |
| Q2 2014 | 142 | $906,294,000 | +$152,591,790 | -$501,202,962 | -$348,611,172 | VWO, KBE, EEMV, DEM, BBRC | 13F-HR | 11 Aug 2014, 15:26 |
| Q1 2014 | 150 | $1,240,449,000 | +$113,626,164 | -$81,127,977 | +$32,498,187 | KBE, OEF, VWO, VYM, EEMV | 13F-HR | 15 May 2014, 15:52 |
| Q4 2013 | 148 | $1,186,763,000 | $0 | $0 | $0 | EEMV, KBE, OEF, VWO, VYM | 13F-HR | 06 Feb 2014, 18:18 |