Wharton Investment & Trading Group


Who We Are

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. We were awarded "Best Large Club" in 2016-17 by Wharton Council.

Club Activities

WITG hosts weekly Investment Team and Development team meetings to teach students investment and trading knowledge as well as on-going monthly and annual events during the semester. 

Download our calendar to keep up to date with all our club meetings, activities and events.

Investment Teams

Investment Teams meet at least once a week to learn concepts and skills from experienced upperclassmen mentors (portfolio managers). Throughout each semester, investment team members also research potential investment ideas. They receive feedback from their PMs, and ultimately pitch their theses at GBMs and in stock competitions.


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


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

Development Teams

WITG offers two programs to teach foundational knowledge and skills to members who are new to investing or trading.


The Investment Development Team is designed for members with limited investing experience that teaches the fundamentals of investing, finance and accounting to help prepare students for admission to investing teams.


The Trading Development Team is designed for members interested in learning more about the basic macroeconomic considerations and technical skills necessary to trade cash, derivatives, and fixed income. 


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.