Notify me when Wharton Business Group, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 140 | $2.28B | +$34.5M | -$35.2M | -$651K | VLUE, EFAV, EEMV, KBWB, VYM | 13F-HR | 11/7/2025, 06:28 PM |
| Q2 2025 | 137 | $2.36B | +$61.5M | -$77.9M | -$16.4M | QUAL, EFAV, EEMV, KBWB, VLUE | 13F-HR | 8/13/2025, 05:48 PM |
| Q1 2025 | 137 | $2.21B | +$33.8M | -$11.2M | +$22.6M | QUAL, VLUE, EEMV, EFAV, VYM | 13F-HR | 5/9/2025, 04:01 PM |
| Q4 2024 | 137 | $2.22B | +$84.1M | -$83.1M | +$1M | QUAL, VLUE, EEMV, EFAV, KBWB | 13F-HR | 2/4/2025, 11:46 AM |
| Q3 2024 | 141 | $2.23B | +$244M | -$90.1M | +$154M | QUAL, VLUE, KBWB, VYM, EEMV | 13F-HR | 11/7/2024, 04:29 PM |
| Q2 2024 | 138 | $1.94B | +$9.37M | -$175M | -$165M | QUAL, VLUE, EEMV, EFAV, AAPL | 13F-HR | 8/12/2024, 12:07 PM |
| Q1 2024 | 135 | $2.08B | +$85M | -$99.3M | -$14.4M | VUSB, QUAL, VLUE, EEMV, EFAV | 13F-HR | 5/13/2024, 10:14 AM |
| Q4 2023 | 133 | $1.99B | +$110M | -$79.5M | +$30.1M | VUSB, QUAL, EFAV, VLUE, EEMV | 13F-HR | 2/7/2024, 11:21 AM |
| Q3 2023 | 139 | $1.8B | +$418M | -$70.5M | +$347M | VUSB, QUAL, VLUE, EFAV, EEMV | 13F-HR | 11/6/2023, 12:35 PM |
| Q2 2023 | 133 | $1.52B | +$7.62M | -$228M | -$220M | QUAL, EFAV, IEMG, AAPL, VUSB | 13F-HR | 8/7/2023, 02:36 PM |
| Q1 2023 | 137 | $1.67B | +$59.5M | -$179M | -$120M | VUSB, QUAL, EFAV, IEMG, VLUE | 13F-HR | 5/4/2023, 10:08 AM |
| Q4 2022 | 141 | $1.72B | +$205M | -$72.5M | +$133M | VUSB, QUAL, EFAV, IEMG, EEMV | 13F-HR | 2/13/2023, 03:52 PM |
| Q3 2022 | 131 | $1.48B | +$66M | -$10.8M | +$55.2M | VUSB, QUAL, EFAV, IEMG, VLUE | 13F-HR | 10/31/2022, 05:16 PM |
| Q2 2022 | 131 | $1.51B | +$125M | -$49.4M | +$75.7M | VUSB, QUAL, IEMG, EFAV, VLUE | 13F-HR | 8/9/2022, 11:53 AM |
| Q1 2022 | 132 | $1.65B | +$146M | -$34.4M | +$112M | VUSB, QUAL, IEMG, EFAV, VLUE | Restatement | 5/18/2022, 03:26 PM |
| Q4 2021 | 130 | $1.62B | +$633M | -$40.3M | +$593M | QUAL, VUSB, IEMG, VLUE, EFAV | 13F-HR | 2/10/2022, 08:34 AM |
| Q3 2021 | 66 | $986M | +$230M | -$514M | -$283M | VUSB, QUAL, IEMG, EFAV, VLUE | 13F-HR | 11/9/2021, 10:36 AM |
| Q2 2021 | 120 | $1.28B | +$39.3M | -$110M | -$71.1M | QUAL, IEMG, IVV, EFAV, AAPL | 13F-HR | 8/11/2021, 12:33 PM |
| Q1 2021 | 121 | $1.28B | +$35.9M | -$47M | -$11.1M | QUAL, IEMG, EFAV, IVV, AAPL | 13F-HR | 5/10/2021, 11:38 AM |
| Q4 2020 | 116 | $1.22B | +$61.8M | -$79.3M | -$17.5M | QUAL, IEMG, EFAV, AAPL, IVV | 13F-HR | 2/11/2021, 10:11 AM |
| Q3 2020 | 110 | $1.08B | +$93.8M | -$72.2M | +$21.6M | QUAL, IEMG, EFAV, AAPL, IVV | 13F-HR | 11/6/2020, 01:01 PM |
| Q2 2020 | 113 | $1.04B | +$61.9M | -$62.7M | -$742K | QUAL, IEMG, EFAV, XLK, IVV | 13F-HR | 8/11/2020, 02:14 PM |
| Q1 2020 | 101 | $885M | +$92.2M | -$42.1M | +$50M | QUAL, IEMG, EFAV, XLK, IVV | 13F-HR | 4/27/2020, 09:46 AM |
| Q4 2019 | 118 | $1.08B | +$54.9M | -$72.2M | -$17.3M | IEMG, QUAL, KBWB, IVV, XLK | 13F-HR | 2/3/2020, 06:13 PM |
| Q3 2019 | 100 | $997M | +$28.1M | -$5.2M | +$22.9M | IEMG, QUAL, KBWB, IVV, XLK | 13F-HR | 10/30/2019, 11:42 AM |
| Q2 2019 | 101 | $982M | +$17.2M | -$19.4M | -$2.16M | IEMG, QUAL, KBWB, IVV, IEFA | 13F-HR | 8/8/2019, 12:53 PM |
| Q1 2019 | 100 | $966M | +$34.5M | -$16.7M | +$17.8M | IEMG, QUAL, KBWB, IVV, XLK | 13F-HR | 5/1/2019, 03:08 PM |
| Q4 2018 | 97 | $846M | +$52.5M | -$78.8M | -$26.3M | IEMG, QUAL, KBWB, IVV, IEFA | 13F-HR | 2/8/2019, 11:02 AM |
| Q3 2018 | 101 | $1.01B | +$25.3M | -$17M | +$8.25M | IEMG, QUAL, KBWB, PFF, IVV | 13F-HR | 11/6/2018, 01:35 PM |
| Q2 2018 | 102 | $960M | +$129M | -$131M | -$1.55M | IEMG, QUAL, KBWB, PFF, IVV | 13F-HR | 8/9/2018, 02:50 PM |
| Q1 2018 | 100 | $967M | +$32.6M | -$30.6M | +$1.97M | IEMG, KBWB, QUAL, PFF, IVV | 13F-HR | 5/3/2018, 04:18 PM |
| Q4 2017 | 107 | $964M | +$13.1M | -$44.5M | -$31.3M | IEMG, KBWB, QUAL, PFF, IVV | 13F-HR | 2/9/2018, 06:11 PM |
| Q3 2017 | 107 | $946M | +$9.85M | -$42.1M | -$32.2M | IEMG, KBWB, QUAL, PFF, IVV | 13F-HR | 11/2/2017, 04:29 PM |
| Q2 2017 | 112 | $938M | +$65.3M | -$85.1M | -$19.8M | IEMG, KBWB, PFF, QUAL, IVV | 13F-HR | 8/10/2017, 01:35 PM |
| Q1 2017 | 113 | $936M | +$100M | -$55.4M | +$44.5M | HDV, KBWB, PFF, IVV, IEMG | 13F-HR | 5/8/2017, 04:08 PM |
| Q4 2016 | 109 | $844M | +$162M | -$155M | +$7.02M | KBWB, HDV, PFF, XLK, IEMG | 13F-HR | 2/10/2017, 03:46 PM |
| Q3 2016 | 115 | $811M | +$39.9M | -$122M | -$82.1M | PFF, OEF, KBWB, XLK, XLE | 13F-HR | 11/10/2016, 03:09 PM |
| Q2 2016 | 124 | $845M | +$23.8M | -$91.3M | -$67.5M | PFF, OEF, KBWB, HEEM, XLK | 13F-HR | 8/8/2016, 02:09 PM |
| Q1 2016 | 123 | $905M | +$23.7M | -$135M | -$112M | OEF, HEEM, PFF, KBWB, XLK | 13F-HR | 5/12/2016, 02:36 PM |
| Q4 2015 | 128 | $1.01B | +$66.7M | -$382M | -$315M | OEF, HEEM, PFF, HEFA, KBE | 13F-HR | 2/9/2016, 10:03 AM |
| Q3 2015 | 127 | $1.01B | +$235M | -$177M | +$58.3M | HEEM, PFF, HEFA, KBE, OEF | 13F-HR | 11/9/2015, 10:08 AM |
| Q2 2015 | 132 | $1.07B | +$67.8M | -$144M | -$76.5M | PFF, EEMA, KBE, XLE, BBRC | 13F-HR | 8/10/2015, 01:21 PM |
| Q1 2015 | 139 | $1.21B | +$177M | -$175M | +$2.39M | PHDG, PFF, EEMA, BBRC, OEF | 13F-HR | 5/14/2015, 01:06 PM |
| Q4 2014 | 135 | $1.21B | +$216M | -$129M | +$87.1M | PHDG, OEF, KBE, BBRC, EEMA | 13F-HR | 2/12/2015, 05:14 PM |
| Q3 2014 | 143 | $1.13B | +$284M | -$35.6M | +$249M | VWO, PHDG, EEMV, KBE, DEM | 13F-HR | 11/10/2014, 05:54 PM |
| Q2 2014 | 142 | $906M | +$153M | -$501M | -$349M | VWO, KBE, EEMV, DEM, BBRC | 13F-HR | 8/11/2014, 03:26 PM |
| Q1 2014 | 150 | $1.24B | +$114M | -$81.1M | +$32.5M | KBE, OEF, VWO, VYM, EEMV | 13F-HR | 5/15/2014, 03:52 PM |
| Q4 2013 | 148 | $1.19B | $0 | $0 | EEMV, KBE, OEF, VWO, VYM | 13F-HR | 2/6/2014, 06:18 PM |