Wolff Wiese Magana’s Exponent EXPO Stock Holding History

Wolff Wiese Magana’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 Q3	$3.47K	Hold	53	–	–	﹤0.01%	715
2026 Q2	$3.12K	Buy	53 +20	+61%	+$1.23K	﹤0.01%	739
2026 Q1	$2.15K	Hold	33	–	–	﹤0.01%	770
2025 Q4	$2.29K	Hold	33	–	–	﹤0.01%	727
2025 Q3	$2.29K	Hold	33	–	–	﹤0.01%	733
2025 Q2	$2.47K	Hold	33	–	–	﹤0.01%	691
2025 Q1	$2.67K	Buy	+33	New	+$2.88K	﹤0.01%	684
2022 Q4	–	Sell	-207	Closed	-$18K	–	841
2022 Q3	$18K	Buy	207 +3	+1%	+$284	0.01%	387
2022 Q2	$19K	Sell	204 -6	-3%	-$565	0.01%	409
2022 Q1	$23K	Buy	210 +85	+68%	+$8.2K	0.02%	394
2021 Q4	$15K	Hold	125	–	–	0.01%	472
2021 Q3	$14K	Buy	125 +72	+136%	+$7.76K	0.01%	473
2021 Q2	$5K	Buy	53 +29	+121%	+$2.71K	﹤0.01%	617
2021 Q1	$2K	Hold	24	–	–	﹤0.01%	668
2020 Q4	$2K	Buy	+24	New	+$1.91K	﹤0.01%	625

Other funds holding EXPO

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

MPPW

Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $277M AUM 23.93% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

BetterWealth San Jose, California $591M AUM 14.77% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

HNB

Hilltop National Bank Casper, Wyoming $465M AUM 31.11% 1-Year Est. Return

Wolff Wiese Magana's EXPO Position: Q3 2026 in Review

Wolff Wiese Magana held its Exponent (EXPO) position steady in Q3 2026 at 53 shares worth $3.47K. The position accounts for ﹤0.01% of the portfolio, ranked #715.

Wolff Wiese Magana first reported a position in EXPO in Q4 2020 and has held it in 15 quarters since. The position peaked at $23K in Q1 2022. 25 funds tracked by Wall St. Rank hold EXPO as of Q3 2026.

Wolff Wiese Magana held 53 shares of Exponent worth $3.47K as of Q3 2026.
Wolff Wiese Magana left its Exponent share count unchanged in Q3 2026.
Exponent made up ﹤0.01% of Wolff Wiese Magana's portfolio in Q3 2026, its #715 holding.
Wolff Wiese Magana first reported a position in Exponent in Q4 2020 and has held it in 15 quarters since.
Wolff Wiese Magana's Exponent position peaked at $23K in Q1 2022.
25 funds tracked by Wall St. Rank held Exponent as of Q3 2026.

Based on Wolff Wiese Magana's 13F filing for Q3 2026, filed 15 Oct 2026.