22. Wharton Business Group

Rank: 22
Location: Malvern, PA
Total Assets: $3,439,553,280
ETF Assets: $1,488,747,008
Website: www.whartonbusinessgroupllc.com

Firm Data Provided By: RIA DatabaseETF Data as of 12/31/22

All ETF Holdings

Number of ETFs: 75
Total Value of All ETF Holdings: $1,488,747,008
Number of Issuers: 7
Number of Sectors: 21
  • Top 5 ETF Holdings
    1. VUSB: $305,783,000
    2. QUAL: $145,857,000
    3. EFAV: $103,334,000
    4. IEMG: $87,195,000
    5. EEMV: $73,841,000
  • Top 5 ETF Sectors
    1. Government Bonds
    2. Large Cap Growth Equities
    3. Foreign Large Cap Equities
    4. Emerging Markets Equities
    5. Asia Pacific Equities
  • Top 5 ETF Issuers
    1. iShares
    2. Vanguard
    3. State Street SPDR
    4. Invesco
    5. Global X

Top 20 ETF Holdings

ETF Ownership - By Year

ETF Ownership - By Quarter



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For details on how firms qualified for this list, please see our METHODOLOGY.

https://www.whartonbusinessgroupllc.com 2023 Top 100 ETF Power Users