The Wharton Investment and Trading Group (WITG) is a premier undergraduate club that seeks to prepare students for personal and professional success in investing. We are the largest finance and education-oriented undergraduate club in Wharton, and focus on educating students about the principles of value investing, trading, and business analysis through hands-on learning and mentorship.


Investment Teams

Strategy-specific:

  • Special Situations Group
  • Principal Strategies
  • Quantitative Investment Strategies
  • Global Macro
  • Tactical Opportunities

Sector-specific:

  • Consumer Retail
  • Energy
  • Healthcare
  • Industrials
  • Technology, Media and Telecom
  • Real Estate

Development Teams

Investing Development Team

WITG offers an investing development team for those with limited investing experience that teaches the fundamentals of investing, finance and accounting to help prepare students for admission to investing teams.

Trading Development Team

WITG offers a new trading development team for those interested in learning more about the basic macroeconomic considerations and technical skills necessary to trade cash, derivatives, and fixed income. 

 

 

Events

General Body Meetings are weekly forums for members to discuss investment opportunities and give members insight into various industries through the presentation of stock pitches and educational segments.

Value Investing Speaker Series provides opportunities for members to learn from and network with prominent investors.

Stock Pitch Competitions co-hosted with firms are platforms through which members can apply the knowledge that they have learned and gain recognition for their abilities.