Wharton Capital Management, LLC

Agricultural Futures Program
Principal: Robert D. Wharton / Jeff Apel
Discretionary / Fundamental / Ags | Trend Following, Contrarian, Spread Trading, Option Trading
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Month Performance
+1.74%
Aug 2026
YTD Return
+8.27%
Through Aug 2026
AUM
$6,906,978
Assets Under Management

Overview

The Advisor currently is accepting accounts in its Agricultural Futures Program (the "Program"). The Program's objective is to achieve substantial profits with relatively low levels of performance volatility. There is no assurance the Program will achieve its objectives or that clients will avoid substantial losses. The Program primarily involves the speculative trading of futures contracts on grains and meat products. However, the Program is not limited to those markets. In implementing the Program, the Advisor may speculate or trade in any futures or options contract traded on a U.S. futures exchange, either now or in the future (collectively, "Commodity Interests"). Such instruments may include, without limitation, futures contracts (and options thereon) on any of the following: physical commodities in addition to grain and meat products, interest- rate sensitive products, financial instruments, and stock indices.


Program Details

Inception DateSep 2011
Trading StyleTrend Following, Contrarian, Spread Trading, Option Trading
Holding PeriodMedium Term, Short Term
Markets TradedAgriculturals, Meats
Margin10%
Minimum Investment$100,000
Management Fee2.00%
Performance Fee20.00%
This is a snapshot only. Investors should read Disclosure/Offering documents to determine suitability of investment.
GROWTH OF $1,000 VAMI
Program vs. Autumn Gold CTA Index
Agricultural Futures Program compared with the Autumn Gold CTA Index
Hypothetical growth of $1,000 based on reported monthly returns.
PERFORMANCE SUMMARY
Annual Returns (Net)
YEAR 2025 2024 2023 2022
RETURN +8.58% -15.58% +0.88% +10.91%
Maximum Drawdown Since Inception -17.77%
Past performance is not indicative of future results.
Performance / Program Note
Client Performance Adjusted for a 2% Management Fee & 20% Incentive Fee
FUTURES, OPTIONS, CRYPTO, AND FOREX TRADING INVOLVES RISK AND MAY NOT BE SUITABLE FOR ALL INVESTORS. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS.