Institutions / Wharton Business Group, LLC
Wharton Business Group, LLC
CIK 1513126 · Institution · as of Dec 31, 2025
Portfolio value
$2.63B
Positions
141
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 141 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares MSCI UAE ETF | $238.80M | 9.1% |
| iShares Tr | $163.55M | 6.2% |
| Invesco Exch Traded Fd Tr II | $153.87M | 5.9% |
| iShares Tr | $151.93M | 5.8% |
| iShares Inc | $146.60M | 5.6% |
| Vanguard Whitehall Fds | $128.09M | 4.9% |
| BlackRock ETF Trust II | $122.39M | 4.7% |
| Apple Inc. | $117.14M | 4.5% |
| iShares Tr | $90.24M | 3.4% |
| iShares Inc | $83.74M | 3.2% |
| iShares Tr | $77.92M | 3.0% |
| Select Sector SPDR Tr | $72.55M | 2.8% |
| Vanguard Intl Equity Index F | $71.67M | 2.7% |
| Vanguard Bd Index Fds | $70.70M | 2.7% |
| iShares Tr | $55.71M | 2.1% |
| Invesco Exchange Traded Fd T | $55.28M | 2.1% |
| JPMorgan Chase & Co | $52.39M | 2.0% |
| iShares Tr | $46.00M | 1.7% |
| The Goldman Sachs Group, Inc. | $42.88M | 1.6% |
| Warren E. Buffett | $41.17M | 1.6% |
| Select Sector SPDR Tr | $36.22M | 1.4% |
| iShares Tr | $34.94M | 1.3% |
| Caterpillar Inc | $27.77M | 1.1% |
| Cummins Inc | $26.56M | 1.0% |
| SPDR Series Trust | $26.11M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.