Wharton Business Group
Wharton Business Group reported 142 stocks worth $3B in its 13F filing for Q2 2026, filed Aug 10, 2026. Its largest holdings are QUAL (8.6%), VLUE (7.1%) and EEMV (5.8%). Compared with Q1 2026, the fund added to BINC, VUSB and RSP, trimmed QUAL, VLUE and EEMV and sold out of ACN, BABA and PLTR.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  QUAL Ishares TR | $256M | 8.6% | 1.2M | −35K (−3%) | 8 of 8 | |
| 2 |  VLUE Ishares TR | $213M | 7.1% | 1.1M | −87K (−8%) | 8 of 8 | |
| 3 |  EEMV Ishares Msci Emerging Markets Min Vol Factor ETF | $173M | 5.8% | 2.3M | −52K (−2%) | 8 of 8 | |
| 4 |  KBWB Invesco Exch Traded FD TR II | $164M | 5.5% | 1.8M | −60K (−3%) | 8 of 8 | |
| 5 |  BINC Blackrock ETF Trust II | $161M | 5.4% | 3.1M | +475K (+18%) | 8 of 8 | |
| 6 |  EFAV Ishares TR | $147M | 4.9% | 1.7M | −42K (−2%) | 8 of 8 | |
| 7 |  VYM Vanguard Whitehall Fds | $130M | 4.3% | 821K | −68K (−8%) | 8 of 8 | |
| 8 |  AAPL Apple Inc | $117M | 3.9% | 406K | −24K (−5%) | 8 of 8 | |
| 9 |  IFRA Ishares U.s. Infrastructure ETF | $100M | 3.4% | 1.6M | −130K (−8%) | 8 of 8 | |
| 10 |  IEMG Ishares Inc | $95.8M | 3.2% | 1.2M | −73K (−6%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 10, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Wharton Business Group 13F FAQ
What does Wharton Business Group own?
Wharton Business Group reported 142 stocks worth $3B in its 13F filing for Q2 2026, filed Aug 10, 2026. Its largest holdings are QUAL (8.6%), VLUE (7.1%) and EEMV (5.8%). The table above lists every position in the filing (the top 10 without an account).
What did Wharton Business Group buy and sell in Q2 2026?
Compared with Q1 2026: 4 new positions, 19 added to, 57 trimmed and 3 sold out. It sold all of ACN, BABA and PLTR.
When will Wharton Business Group file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Wharton Business Group's portfolio worth?
The Q2 2026 filing reports $3B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.