WCA
XZO

Whetstone Capital Advisors’s Exzeo Group XZO Stock Holding History

Whetstone Capital Advisors’s Portfolio XZO Stock Details XZO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.14M Buy
541,544
+130,191
+32% +$1.92M 2.4% 9
2026
Q1 		$6.03M Buy
411,353
+226,600
+123% +$4.02M 2.09% 13
2025
Q4 		$4.48M Buy
+184,753
New +$3.51M 1.4% 17

Other funds holding XZO

JT
Jupiter Topco New York $245B AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $763M AUM 108.51% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Whetstone Capital Advisors's XZO Position: Q2 2026 in Review

Whetstone Capital Advisors increased its Exzeo Group (XZO) stake by 32% in Q2 2026, buying an estimated $1.92M and bringing the position to 541,544 shares worth $9.14M. The position accounts for 2.4% of the portfolio, ranked #9.

Whetstone Capital Advisors first reported a position in XZO in Q4 2025 and has held it in 3 quarters since. 86 funds tracked by Wall St. Rank hold XZO as of Q2 2026.

  • Whetstone Capital Advisors held 541,544 shares of Exzeo Group worth $9.14M as of Q2 2026.
  • Whetstone Capital Advisors bought 130,191 Exzeo Group shares in Q2 2026, an estimated $1.92M.
  • Exzeo Group made up 2.4% of Whetstone Capital Advisors's portfolio in Q2 2026, its #9 holding.
  • Whetstone Capital Advisors first reported a position in Exzeo Group in Q4 2025 and has held it in 3 quarters since.
  • 86 funds tracked by Wall St. Rank held Exzeo Group as of Q2 2026.

Based on Whetstone Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.