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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

BetterWealth's EXPO Position: Q1 2026 in Review

BetterWealth held its Exponent (EXPO) position steady in Q1 2026 at 4,666 shares worth $304K. The position accounts for 0.06% of the portfolio, ranked #59.

BetterWealth first reported a position in EXPO in Q4 2021 and has held it in 18 quarters since. The position peaked at $545K in Q4 2021. 360 funds tracked by Wall St. Rank hold EXPO as of Q1 2026.

BetterWealth held 4,666 shares of Exponent worth $304K as of Q1 2026.
BetterWealth left its Exponent share count unchanged in Q1 2026.
Exponent made up 0.06% of BetterWealth's portfolio in Q1 2026, its #59 holding.
BetterWealth first reported a position in Exponent in Q4 2021 and has held it in 18 quarters since.
BetterWealth's Exponent position peaked at $545K in Q4 2021.
360 funds tracked by Wall St. Rank held Exponent as of Q1 2026.

Based on BetterWealth's 13F filing for Q1 2026, filed 24 Apr 2026.