Wharton Business Group, LLC Q4 2022 vs. Q1 2023 13F Holdings Comparison

Over the last few decades, the world has seen a remarkable shift in investment patterns. With the emergence of new-age tools and methodologies, companies have gained the capability to make informed investment decisions for maximum returns. One such tool that has become prevalent in recent times is 13F filings.

13F filings, a quarterly form filed with the Securities and Exchange Commission (SEC), requires institutional investment managers with over $100 million in assets to disclose their holdings of US equities. The mandatory disclosure offers valuable insights into the investment strategies of prominent asset management companies. In this article, we will explore the holdings of the Wharton Business Group, LLC in Q4 2022 versus Q1 2023, as detailed in its 13F filings.

Vanguard BD Index Funds holds the top spot in the Wharton Business Group, LLC Q4 2022 holdings, with over 6.2 million shares valued at $305,783,000. However, the group has reduced its holdings by 32%, standing at 4.2 million shares valued at $207,803,000 in Q1 2023.

Next up is the iShares TR . The group owns 1,279,898 shares of the iShares TR as of Q4 2022, valued at $145,857,000. In Q1 2023, the numbers increased to 1,356,173 shares, representing a 15.4% increase in holdings.

iShares TR is also the third-highest investment of Wharton Business Group, LLC as of Q4 2022. The group held 1,625,136 shares, valued at $103,334,000. As of Q1 2023, the number of shares decreased to 1,588,471, valued at $107,460,000.

The Wharton Business Group, LLC has increased its holdings of iShares Inc in Q1 2023 by 7.2%. As of Q4 2022, the group held 1,867,133 shares of iShares Inc, valued at $87,195,000. In contrast, the Q1 2023 filings report 1,916,548 shares, valued at $93,508,000.

The iShares TR is also another prominent investment of the Wharton Business Group, LLC. As of Q4 2022, the group held 798,051 shares of the iShares TR, valued at $72,734,000. The Q1 2023 holdings indicate a considerable increase of 28.1%, with 1,006,576 shares held, valued at $93,198,000.

Apple Inc is another significant investment made by the Wharton Business Group, LLC. As of Q4 2022, the group held 474,844 shares of Apple Inc, valued at $61,696,000. The Q1 2023 filings report no increase or decrease in holdings, with the same number of shares standing at 474,905, valued at $78,311,000.

iShares TR, once again, makes it to the list of the group's top holdings. As of Q4 2022, the group held 164,321 shares, valued at $63,134,000. In Q1 2023, the number of shares decreased slightly to 164,090, valued at $67,454,000.

In conclusion, the Wharton Business Group, LLC's 13F filings indicate a mix of increased, decreased, and retained holdings between Q4 2022 and Q1 2023. While the group sold some of its stake in Vanguard BD Index Funds, it increased its holdings in iShares TR. These insights can help investors make informed decisions for their portfolios.