Instuitional Investor - Wharton Business Group, Llc
Fund Profile
Filing Period:
| Fund Name: | Wharton Business Group, Llc |
| Portfolio Value | $2,630,068,221 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | VLUE | 1,202,274 | $238,796,000 | 9.08% | |
| 2. | VLUE | 1,196,152 | $163,550,000 | 6.22% | |
| 3. | Invesco Exch Traded Fd Tr Ii - KBW BK ETF | 1,825,463 | $153,868,000 | 5.85% | |
| 4. | Ishares Tr - MSCI EAFE MIN VL | 1,761,493 | $151,929,000 | 5.78% | |
| 5. | EWA | 2,289,163 | $146,598,000 | 5.57% |
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