WHARTON BUSINESS Overview

Wharton Business Group Llc is an investment advisor that manages 2.1 BN dollars in regulatory AUM and has 7 employees, of which 4 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/10 to 09/30/16. The fund's latest filing disclosed 811MM in positions, representing 38% of the manager's regulatory AUM.

WHARTON BUSINESS StockAlpha

-3.9%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

WHARTON BUSINESS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
PFF 6.56% ETF -4.98% -0.37% 0 8%
OEF 6.17% ETF 1.28% -0.02% 1 4%
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FEATURED IN
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WHARTON BUSINESS Founders and Key Employees

Name Title In Position Since
Billy J. Webster Managing Member And Chief Compliance Officer September-2009
Marc A. Hembrough Member September-2009
Matthew S. Delaney Member September-2009

WHARTON BUSINESS Brokers, Custodians, Auditors and Administrators

Type Company

WHARTON BUSINESS Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

A. The Registrant may utilize the following methods of security analysis:
 Charting - (analysis performed using patterns to identify current trends and trend reversals to forecast the direction of prices)
 Fundamental - (analysis performed on historical and present data, with the goal of making financial forecasts)
 Technical – (analysis performed on historical and present data, focusing on price and trade volume, to forecast the direction of prices)

The Registrant may utilize the following investment strategies when implementing investment advice given to clients:
 Long Term Purchases (securities held at least a year)
 Short Term Purchases (securities sold within a year)

Please Note: Investment Risk. Investing in securities involves risk of loss that clients should be prepared to bear. Different types of investments involve varying degrees of...
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WHARTON BUSINESS Portfolio Concentration

WHARTON BUSINESS Location

110 N. PHOENIXVILLE PIKE
SUITE 300
MALVERN, Pennsylvania
UNITED STATES, 19355

WHARTON BUSINESS Contact Information

Phone Number: 484-328-3590
Fax Number: 484-328-3958
Website:

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