BetterWealth’s Exponent EXPO Stock Holding History

BetterWealth’s Portfolio EXPO Stock Details EXPO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$305K	Hold	4,667	–	–	0.05%	64
2026 Q2	$274K	Buy	4,667 +1	+0%	+$61	0.05%	72
2026 Q1	$304K	Hold	4,666	–	–	0.06%	59
2025 Q4	$324K	Sell	4,666 -21	-0.4%	-$1.48K	0.07%	47
2025 Q3	$326K	Buy	4,687 +21	+0.5%	+$1.5K	0.08%	44
2025 Q2	$349K	Hold	4,666	–	–	0.09%	41
2025 Q1	$378K	Hold	4,666	–	–	0.11%	41
2024 Q4	$416K	Hold	4,666	–	–	0.11%	44
2024 Q3	$538K	Hold	4,666	–	–	0.16%	33
2024 Q2	$444K	Hold	4,666	–	–	0.14%	36
2024 Q1	$386K	Hold	4,666	–	–	0.13%	44
2023 Q4	$411K	Hold	4,666	–	–	0.14%	40
2023 Q3	$399K	Hold	4,666	–	–	0.16%	31
2023 Q2	$435K	Hold	4,666	–	–	0.17%	32
2023 Q1	$465K	Hold	4,666	–	–	0.19%	31
2022 Q4	$462K	Hold	4,666	–	–	0.21%	23
2022 Q3	$409K	Hold	4,666	–	–	0.21%	26
2022 Q2	$427K	Hold	4,666	–	–	0.21%	28
2022 Q1	$504K	Hold	4,666	–	–	0.67%	17
2021 Q4	$545K	Buy	+4,666	New	+$548K	0.38%	20

Other funds holding EXPO

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

MPPW

Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $277M AUM 23.93% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

BetterWealth's EXPO Position: Q3 2026 in Review

BetterWealth held its Exponent (EXPO) position steady in Q3 2026 at 4,667 shares worth $305K. The position accounts for 0.05% of the portfolio, ranked #64.

BetterWealth first reported a position in EXPO in Q4 2021 and has held it in 20 quarters since. The position peaked at $545K in Q4 2021. 33 funds tracked by Wall St. Rank hold EXPO as of Q3 2026.

BetterWealth held 4,667 shares of Exponent worth $305K as of Q3 2026.
BetterWealth left its Exponent share count unchanged in Q3 2026.
Exponent made up 0.05% of BetterWealth's portfolio in Q3 2026, its #64 holding.
BetterWealth first reported a position in Exponent in Q4 2021 and has held it in 20 quarters since.
BetterWealth's Exponent position peaked at $545K in Q4 2021.
33 funds tracked by Wall St. Rank held Exponent as of Q3 2026.

Based on BetterWealth's 13F filing for Q3 2026, filed 15 Oct 2026.