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BUSINESS & ECONOMICSUNITED STATES✓ VERIFIED · LAST CHECKED 22 JUL 2026

Wharton Global High School Investment Competition 2026-2027

A global team investment competition where high school students develop and justify a client-focused investment strategy using a simulated trading platform. Open to teams of four to six students from the same school, supported by a teacher-advisor. Rated Advanced, with difficulty mainly coming from the large international field, long-term strategy development and professional final report.A global team investment competition where high school students develop and justify a client-focused investment strategy using a simulated trading platform. Open to teams of four to six students from the same school, supported by a teacher-advisor. Rated Advanced, with difficulty mainly coming from the large international field, long-term strategy development and professional final report.

Verified information

Competition details can change. Always confirm dates, eligibility and entry requirements on the official organiser's website.

Official website ↗
01

Competition overview

Key information

Eligible ages

14–18

School level

High school students, typically grades 9-12 / ages 14-18

Registration method

School Only

Competition stages

Advisor registration; WInS simulated trading; required trade; roster; midterm report; final report; virtual semifinals; Global Finale at Wharton.

Fee

Free

Online / in-person

Hybrid

02

Dates

Competition timeline

Registration opens

10 Aug 2026

Registration closes

11 Sept 2026

Competition starts

28 Sept 2026

Competition ends

Not yet announced by the organiser

03

Editorial perspective

Our Take

The defining rule of the Wharton Global High School Investment Competition is easy to miss: the highest-returning simulated portfolio does not win. Wharton states that teams are judged on the strength and articulation of their strategy and competition experience, with simulator performance playing little part in the final outcome. That changes the event from a trading game into a client problem. Since 2012, the competition has used Wharton alumni as annual clients. Teams must interpret a client's objectives and risk tolerance, create an investment policy, make decisions inside the Wharton Investment Simulator and explain those decisions in written deliverables. CompeteMap's view is that this is best approached as a research-and-writing project supported by a portfolio, not the other way around. A team that chases short-term price movement without a coherent client rationale can finish with attractive numbers and a weak submission.

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04

Preparation support

Recommended resources

  • Wharton Investment Competition

    Open resource ↗

    Official competition overview covering the client case, simulator and required deliverables.

    Official · Free · Competition guide · Essential

  • Wharton Competition Rules and Roles

    Open resource ↗

    Official eligibility, team roles, portfolio constraints, deliverables and conduct requirements.

    Official · Free · Rules & roles · Essential

  • Developing an Investment Strategy

    Open resource ↗

    Competition-specific guidance on defining, testing and clearly articulating a client strategy.

    Official · Free · Strategy guide · Essential

  • Ten Terms New Investors Should Know

    Open resource ↗

    An accessible introduction to returns, portfolios, strategy and other core investing language.

    Official · Free · Investment fundamentals guide · Recommended

  • Understanding Company Financials

    Open resource ↗

    An investment analyst explains 10-Ks, financial statements and company research.

    Official · Free · Company analysis lesson · Recommended

Source information

Related blog posts

Guide

Wharton Global High School Investment Competition: Strategy Matters More Than Return

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