Who We Are
Welcome! We, the Wharton Investment & Trading Group (WITG, for short) are the premier undergraduate institution for professional preparation in investing and trading financial careers. As the largest finance/education-oriented organization in Wharton, our investment and development teams both teach the principles of value investing, trading, business analysis, and quantitative finance, between development sessions and active pitches/work under the supervision of team portfolio managers (PMs). We're proud to have been Wharton Council's "Best GBM" at the school in 2021-2022 and “Best Large Club” in 2016-2017, and to have organized the “Best Collaborative Event” in 2018-2019.
Our investment team meetings occur weekly, and we offer the development team to provide introductory learning opportunities about financial skills. In addition to our events throughout the year, we hold General Body Meetings (GBMs) every Sunday which feature talks and work from our investment team members.
What We Do
We have several different opportunities for students to become a part of WITG and learn more about financial skills and careers:
Investment
1. Learn investing concepts and modeling skills from experienced portfolio managers.
2. Research potential investment ideas, build financial models, and work closely with mentors/portfolio managers.
3. Pitch theses at GBMs and in stock competitions.
Accelerator
1. Investing fundamentals, finance and accounting knowledge, preparation for investment teams.
2. Trading concepts, macroeconomic ideas, and technical skills.
3. Quantitative strategies, portfolio theory, data science, risk management.
Membership
1. Weekly General Body Meeting (GBMs) to talk about stock ideas and hear pitches/education segments.
2. Learn and network with prominent investors in speaker events/series.
3. Compete in sponsor-hosted stock pitch competitions for prizes and recognition.
Our Sponsors
We wouldn't be able to do any of this without the generosity of our corporate sponsors. You can view them in full here.
