• 13F History

Wharton Business Group, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 4, 2025
Value $
$2.22B
Signature - Title
Ashleigh Swayze - Counsel
Location
Malvern, PA
Summary
This page shows a list of all the recent 13F filings made by Wharton Business Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Wharton Business Group, LLC reported 137 stock holdings with total value $2.22B as of Q4 2024. Top holdings included QUAL, VLUE, EEMV, EFAV, and KBWB.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
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 134 $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 141 $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 -$193M -$185M QUAL, EFAV, IEMG, AAPL, VUSB 13F-HR 8/7/2023, 02:36 PM
Q1 2023 137 $1.67B +$59.5M -$153M -$93.3M 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, 02:52 PM
Q3 2022 131 $1.48B +$66.7M -$970K +$65.7M VUSB, QUAL, EFAV, IEMG, VLUE 13F-HR 10/31/2022, 05:16 PM
Q2 2022 130 $1.51B +$125M -$48.3M +$76.8M VUSB, QUAL, IEMG, EFAV, VLUE 13F-HR 8/9/2022, 11:53 AM
Q1 2022 132 $1.65B +$146M -$16.3M +$130M VUSB, QUAL, IEMG, EFAV, VLUE Restatement 5/18/2022, 03:26 PM
Q4 2021 130 $1.62B +$633M -$39.9M +$593M QUAL, VUSB, IEMG, VLUE, EFAV 13F-HR 2/10/2022, 07:34 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 -$69.3M -$7.49M QUAL, IEMG, EFAV, AAPL, IVV 13F-HR 2/11/2021, 09:11 AM
Q3 2020 110 $1.08B +$93.8M -$67.2M +$26.6M QUAL, IEMG, EFAV, AAPL, IVV 13F-HR 11/6/2020, 12:01 PM
Q2 2020 113 $1.04B +$61.9M -$58.1M +$3.82M QUAL, IEMG, EFAV, XLK, IVV 13F-HR 8/11/2020, 02:14 PM
Q1 2020 101 $885M +$92.2M -$25.8M +$66.3M QUAL, IEMG, EFAV, XLK, IVV 13F-HR 4/27/2020, 09:46 AM
Q4 2019 116 $1.07B +$55.2M -$70.5M -$15.2M IEMG, QUAL, KBWB, IVV, XLK 13F-HR 2/3/2020, 05:13 PM
Q3 2019 99 $997M +$28.1M -$4.48M +$23.6M IEMG, QUAL, KBWB, IVV, XLK 13F-HR 10/30/2019, 11:42 AM
Q2 2019 101 $982M +$17.2M -$14.5M +$2.72M IEMG, QUAL, KBWB, IVV, IEFA 13F-HR 8/8/2019, 12:53 PM
Q1 2019 100 $966M +$34.5M -$16.5M +$18M IEMG, QUAL, KBWB, IVV, XLK 13F-HR 5/1/2019, 03:08 PM
Q4 2018 96 $846M +$52.5M -$70.7M -$18.2M IEMG, QUAL, KBWB, IVV, IEFA 13F-HR 2/8/2019, 10:02 AM
Q3 2018 100 $1.01B +$25.3M -$16.8M +$8.46M IEMG, QUAL, KBWB, PFF, IVV 13F-HR 11/6/2018, 12:35 PM
Q2 2018 101 $960M +$129M -$8.42M +$121M IEMG, QUAL, KBWB, PFF, IVV 13F-HR 8/9/2018, 02:50 PM
Q1 2018 99 $967M +$32.6M -$19.8M +$12.8M IEMG, KBWBXXXX, QUAL, PFF, IVV 13F-HR 5/3/2018, 04:18 PM
Q4 2017 107 $964M +$13.1M -$43.1M -$30M IEMG, KBWBXXXX, QUAL, PFF, IVV 13F-HR 2/9/2018, 05:11 PM
Q3 2017 107 $946M +$9.85M -$32.1M -$22.3M IEMG, KBWBXXXX, QUAL, PFF, IVV 13F-HR 11/2/2017, 04:29 PM
Q2 2017 112 $938M +$65.3M -$82.7M -$17.4M IEMG, KBWBXXXX, PFF, QUAL, IVV 13F-HR 8/10/2017, 01:35 PM
Q1 2017 113 $936M +$100M -$43.2M +$56.8M HDV, KBWBXXXX, PFF, IVV, IEMG 13F-HR 5/8/2017, 04:08 PM
Q4 2016 109 $843M +$162M -$85M +$77M KBWBXXXX, HDV, PFF, XLK, IEMG 13F-HR 2/10/2017, 02:46 PM
Q3 2016 115 $810M +$39.9M -$117M -$77.5M PFF, OEF, KBWBXXXX, XLK, XLE 13F-HR 11/10/2016, 02:09 PM
Q2 2016 122 $843M +$22.3M -$77.4M -$55.1M PFF, OEF, KBWBXXXX, HEEM, XLK 13F-HR 8/8/2016, 02:09 PM
Q1 2016 123 $905M +$23.7M -$126M -$102M OEF, HEEM, PFF, KBWBXXXX, XLK 13F-HR 5/12/2016, 02:36 PM
Q4 2015 127 $1.01B +$66.7M -$335M -$268M OEF, HEEM, PFF, HEFA, KBE 13F-HR 2/9/2016, 09:03 AM
Q3 2015 126 $981M +$223M -$129M +$94.3M HEEM, PFF, HEFA, KBE, OEF 13F-HR 11/9/2015, 09:08 AM
Q2 2015 129 $1.07B +$67.6M -$99.2M -$31.5M PFF, EEMA, KBE, XLE, BBRC 13F-HR 8/10/2015, 01:21 PM
Q1 2015 139 $1.21B +$177M -$155M +$22M PHDGXXXX, PFF, EEMA, BBRC, OEF 13F-HR 5/14/2015, 01:06 PM
Q4 2014 134 $1.2B +$216M -$115M +$101M PHDGXXXX, OEF, KBE, BBRC, EEMA 13F-HR 2/12/2015, 04:14 PM
Q3 2014 143 $1.13B +$284M -$30.2M +$254M VWO, PHDGXXXX, EEMV, KBE, DEM 13F-HR 11/10/2014, 04:54 PM
Q2 2014 142 $906M +$153M -$399M -$247M VWO, KBE, EEMV, DEM, BBRC 13F-HR 8/11/2014, 03:26 PM
Q1 2014 150 $1.24B +$114M -$67.6M +$46M KBE, OEF, VWO, VYM, EEMV 13F-HR 5/15/2014, 03:52 PM
Q4 2013 148 $1.18B EEMV, KBE, OEF, VWO, VYM 13F-HR 2/6/2014, 05:18 PM