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 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). 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.
The Development Team 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.
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Wharton Investment & Trading Group (WITG)
Description
FAQ
The Penn Clubs application opens on Friday, January 19th.
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!
Huntsman Hall Room G60 at 1pm this Sunday, September 10th!
Our investment teams take members in the Spring semester as well!
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.
No, dev team is a fall semester only program.
Yes, we have a spring recruiting cycle - stay tuned for info session and application details!
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!
Yes, this club is only open to Penn undergraduates.
The time commitment varies per team, but expect to put in between 2-4 hours per week, including team meetings.
No, the dev team does not require an application.
No, all Penn undergraduates can apply!
Basic Info
159 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 Spring 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: January 8, 3pm-5pm
Where: Huntsman Falll, Room F85
Who: All undergraduates across Penn’s schools are welcome!