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Wealthspire Advisors (New York)’s Exponent EXPO Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-39
Closed -$2.71K – 1626
2025
Q3 		$2.71K Buy
+39
New +$2.79K ﹤0.01% 2519

Other funds holding EXPO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wealthspire Advisors (New York)'s EXPO Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Exponent (EXPO) in Q4 2025, closing a stake of 39 shares — an estimated $2.71K sold.

Wealthspire Advisors (New York) first reported a position in EXPO in Q3 2025 and held it in 1 quarter. The position peaked at $2.71K in Q3 2025. 356 funds tracked by Wall St. Rank hold EXPO as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Exponent position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 39 Exponent shares in Q4 2025, an estimated $2.71K.
  • Wealthspire Advisors (New York) first reported a position in Exponent in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Exponent position peaked at $2.71K in Q3 2025.
  • 356 funds tracked by Wall St. Rank held Exponent as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.