WT
EXPO icon

Whittier Trust’s Exponent EXPO Stock Holding History

Whittier Trust’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 		$12.7K Buy
+191
New +$13.6K ﹤0.01% 1088
2025
Q3 		– Sell
-184
Closed -$13.7K – 1464
2025
Q2 		$13.7K Buy
+184
New +$14.3K ﹤0.01% 1176
2024
Q4 		– Sell
-61
Closed -$7.03K – 1571
2024
Q3 		$7.03K Buy
+61
New +$6.38K ﹤0.01% 1330
2023
Q4 		– Sell
-56
Closed -$4.79K – 1558
2023
Q3 		$4.79K Buy
+56
New +$5.07K ﹤0.01% 1379
2015
Q2 		– Sell
-772
Closed -$17K – 1236
2015
Q1 		$17K Buy
+772
New +$16.5K ﹤0.01% 912

Other funds holding EXPO

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return