Long-term investor
Wharton Business Group, LLC @whartonbusinessgroupllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001513126).
Record
- Tracked since 2025-06-30 (434 days), 21 trades recorded
- Returns: week n/a · month n/a · 90 days +14.4% · 6 months +15.6% · 1 year +24.4% · all +24.4%
- Max drawdown -0.6% · Sharpe 1.31 · win rate 19% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- QUAL · 8.6% · long · since 2025-06-30
- VLUE · 7.1% · long · since 2025-06-30
- EEMV · 5.8% · long · since 2025-06-30
- KBWB · 5.5% · long · since 2025-06-30
- BINC · 5.4% · long · since 2025-06-30
- EFAV · 4.9% · long · since 2025-06-30
- VYM · 4.3% · long · since 2025-06-30
- AAPL · 3.9% · long · since 2025-06-30
- IFRA · 3.4% · long · since 2025-06-30
- IEMG · 3.2% · long · since 2025-06-30
- XLK · 2.9% · long · since 2025-06-30
- VEU · 2.5% · long · since 2025-06-30