Wharton Investment & Trading Group (WITG)

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Club Mission

The Wharton Investment and Trading Group (WITG, for short) is the premier undergraduate institution for professional preparation in finance-related careers. As the largest finance/education-oriented organization at Penn, our investment teams and Accelerator program 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). WITG is a thriving hub of over 300 dedicated members who strive to dive deep into the fundamentals of investing, trading, business analysis, and quantitative finance across a myriad of industry sectors.

Accelerator is a semester-long educational program that gives freshmen and sophomores the opportunity to learn the fundamentals of valuation and stock analysis with no previous experience required. 

Students also have the opportunity to join Investment Teams in which upperclassman Portfolio Managers guide analysts in each group through the process of pitching a stock - from sourcing, researching, and valuing to effectively delivering a presentation.

FAQ

Most Recent
Question: How do I join the Accelerator program and be a general body member? Do I have to fill out the application? - Anonymous

There is no application required to join Accelerator! There will be more information sent out on our email listserv about how to attend shortly. 

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Question: is it required to join an investing committee in the application. I am a first year applicant and have little to no prior knowledge and want to learn more through the club. Is this possible? - Anonymous

The application is only required if you want to join an investment team. If you don't want to join one just yet, we also offer a developmental program called Accelerator, which walks people through the basics of finance. There is no application required for accelerator and is a great way to learn more about the space. 

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Question: Are the applications open and if so where do I go to open them. - Pratyush Chakraborty

The applications open at 8:00 AM! They where will be an "apply" button at the top right corner of the club page. 

- Wharton Investment & Trading Group (WITG)
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Question: When does the fall 2024 recruiting cycle begin? - Anonymous

Applications have opened on Penn Clubs! They opened yesterday and are due on September 13th. 

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Question: When will the Spring recruiting cycle begin? - Anonymous

The Penn Clubs application opens on Friday, January 19th.

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Question: Since I have no prior experience in Investment and Trading, I would like to start off as a general body member and learn the process first. Is there such a thing as general body member for this club and how can I join? - Anonymous

You certainly don't need any prior finance or investing knowledge to apply to an investment team, so we definitely recommend sending in an app! If you have any questions on how we can help you gain more comfort with the process, feel free to reach out!

Otherwise, we'll send out more information throughout the year regarding WITG Accelerator (our new 10-week course teaching finance, accounting, and investing!) and our GBM program. No prior registration/application is necessary for the time being!

- Wharton Investment & Trading Group (WITG)
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Question: Where is the How to Pitch a Stock event? - Anonymous

Huntsman Hall Room G60 at 1pm this Sunday, September 10th!

- Wharton Investment & Trading Group (WITG)
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Question: Can I apply to an investment team second semester, or do they only take new members in the fall? - Anonymous

Our investment teams take members in the Spring semester as well!

- Wharton Investment & Trading Group (WITG)
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Question: If you were in this club last year for both fall and spring on one of the investment teams, do you need to apply again for this fall? - Anonymous

No, your membership in a specific investment team carries over from year to year. If you wish to join a new investment team, that would require a new application. 

- Wharton Investment & Trading Group (WITG)
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Question: Does WITG allow Development Team sessions in the spring semester also? - Anonymous

No, dev team is a fall semester only program.

- Wharton Investment & Trading Group (WITG)
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Question: Does WITG have a spring recruiting round? - Anonymous

Yes, we have a spring recruiting cycle - stay tuned for info session and application details!

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Question: How to join the development team/ investment team? Do they need an application? - Anonymous

The investment teams require applications: apply through the Penn Clubs platform. The development team does not require an application: be on the lookout for information on our listserv!

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Question: Is this group only open to undergraduates ? - Anonymous

Yes, this club is only open to Penn undergraduates.

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Question: How much time should a prospective Investment Team member allocate per week? - Anonymous

The time commitment varies per team, but expect to put in between 2-4 hours per week, including team meetings. 

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Question: Do you need to apply to be in the dev team? - Anonymous

No, the dev team does not require an application. 

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Question: Do I have to be a Wharton student to apply? - Anonymous

No, all Penn undergraduates can apply!

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Basic Info

237 Registered (> 100 Members)

Not Currently Accepting Members

Application Required

Both Semesters


Contact

How to Get Involved

Join our listserv here: http://www.pennwitg.com/contact

Come to our Fall info session to learn more about opportunities for you to get involved in the club! Hear from the Presidents and Portfolio Managers about the application process, the structure of the club, and the events we have planned for the upcoming semester. 

When: August 31st, 3pm-5pm

Where: Houston Hall, Hall of Flags

Who: All undergraduates across Penn’s schools are welcome!

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