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Whipplewood Advisors’s Exponent EXPO Stock Holding History

Whipplewood Advisors’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
Q3 		– Sell
-6
Closed -$448 – 603
2025
Q2 		$448 Sell
6
-320
-98% -$24.8K ﹤0.01% 1132
2025
Q1 		$486 Buy
326
+320
+5,333% +$27.9K ﹤0.01% 1128
2024
Q4 		$535 Buy
+6
New +$604 ﹤0.01% 1109

Other funds holding EXPO

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $5.01B AUM 6.26% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $481B AUM 30.42% 1-Year Est. Return

Whipplewood Advisors's EXPO Position: Q3 2025 in Review

Whipplewood Advisors sold out of Exponent (EXPO) in Q3 2025, closing a stake of 6 shares — an estimated $448 sold.

Whipplewood Advisors first reported a position in EXPO in Q4 2024 and held it in 3 quarters. The position peaked at $535 in Q4 2024. 359 funds tracked by Wall St. Rank hold EXPO as of Q3 2025.

  • Whipplewood Advisors reported no remaining Exponent position as of Q3 2025 after selling out during the quarter.
  • Whipplewood Advisors sold 6 Exponent shares in Q3 2025, an estimated $448.
  • Whipplewood Advisors first reported a position in Exponent in Q4 2024 and held it in 3 quarters.
  • Whipplewood Advisors's Exponent position peaked at $535 in Q4 2024.
  • 359 funds tracked by Wall St. Rank held Exponent as of Q3 2025.

Based on Whipplewood Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.