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 12/31/22. The fund's latest filing disclosed 2BN in positions, representing 81% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/10 to 12/31/22. The fund's latest filing disclosed 2BN in positions, representing 81% of the manager's regulatory AUM.
WHARTON BUSINESS StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
WHARTON BUSINESS Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| VUSB | 17.73% | Financials | 1.31% | 0.78% | 7 | 3% | ||
| QUAL | 8.46% | ETF | 6.17% | 0.15% | 1 | 4% | ||
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FEATURED IN
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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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...
Get the Full Report
WHARTON BUSINESS Portfolio Concentration
WHARTON BUSINESS Location
110 N. PHOENIXVILLE PIKE
SUITE 300
MALVERN, Pennsylvania
UNITED STATES, 19355
SUITE 300
MALVERN, Pennsylvania
UNITED STATES, 19355
WHARTON BUSINESS Contact Information
Phone Number: 484-328-3590
Fax Number: 484-328-3958
Website: null
Fax Number: 484-328-3958
Website: null
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