BWA
WERN icon

Basecamp Wealth Advisors’s Werner Enterprises WERN Stock Holding History

Basecamp Wealth Advisors’s Portfolio WERN Stock Details WERN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$30.4K Buy
697
+28
+4% +$1.05K 0.01% 678
2026
Q1 		$19.7K Hold
669
– – ﹤0.01% 828
2025
Q4 		$20.1K Buy
+669
New +$18.4K ﹤0.01% 791

Other funds holding WERN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Basecamp Wealth Advisors's WERN Position: Q2 2026 in Review

Basecamp Wealth Advisors increased its Werner Enterprises (WERN) stake by 4.2% in Q2 2026, buying an estimated $1.05K and bringing the position to 697 shares worth $30.4K. The position accounts for 0.01% of the portfolio, ranked #678.

Basecamp Wealth Advisors first reported a position in WERN in Q4 2025 and has held it in 3 quarters since. 268 funds tracked by Wall St. Rank hold WERN as of Q2 2026.

  • Basecamp Wealth Advisors held 697 shares of Werner Enterprises worth $30.4K as of Q2 2026.
  • Basecamp Wealth Advisors bought 28 Werner Enterprises shares in Q2 2026, an estimated $1.05K.
  • Werner Enterprises made up 0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #678 holding.
  • Basecamp Wealth Advisors first reported a position in Werner Enterprises in Q4 2025 and has held it in 3 quarters since.
  • 268 funds tracked by Wall St. Rank held Werner Enterprises as of Q2 2026.

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