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BIA
Bell Investment Advisors’s
Werner Enterprises
WERN
Stock Holding History
Bell Investment 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
Q1
$16.6K
Buy
564
+275
+95%
+$8.91K
﹤0.01%
504
2025
Q4
$8.67K
Sell
289
-415
-59%
-$11.4K
﹤0.01%
742
2025
Q3
$18.5K
Sell
704
-57
-7%
-$1.6K
﹤0.01%
429
2025
Q2
$20.8K
Buy
761
+398
+110%
+$10.9K
﹤0.01%
417
2025
Q1
$10.6K
Sell
363
-77
-18%
-$2.59K
﹤0.01%
577
2024
Q4
$15.8K
Sell
440
-13
-3%
-$498
﹤0.01%
448
2024
Q3
$17.5K
Hold
453
–
–
﹤0.01%
432
2024
Q2
$16.2K
Buy
453
+296
+189%
+$10.8K
﹤0.01%
441
2024
Q1
$6.14K
Hold
157
–
–
﹤0.01%
814
2023
Q4
$6.65K
Sell
157
-13
-8%
-$509
﹤0.01%
727
2023
Q3
$6.62K
Sell
170
-38
-18%
-$1.63K
﹤0.01%
672
2023
Q2
$9.19K
Hold
208
–
–
﹤0.01%
539
2023
Q1
$9.46K
Hold
208
–
–
﹤0.01%
506
2022
Q4
$8.37K
Buy
208
+26
+14%
+$1.06K
﹤0.01%
558
2022
Q3
$7K
Buy
182
+12
+7%
+$489
﹤0.01%
557
2022
Q2
$7K
Buy
+170
New
+$6.7K
﹤0.01%
581
2021
Q4
$8K
Hold
177
–
–
﹤0.01%
581
2021
Q3
$8K
Buy
+177
New
+$8.11K
﹤0.01%
545
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30.48%
1-Year Est. Return
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$1.9T AUM
41.92%
1-Year Est. Return
Dimensional Fund Advisors
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$481B AUM
30.42%
1-Year Est. Return
VPM
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$1.91T AUM
DRZID
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$5.29B AUM
20.14%
1-Year Est. Return
American Century Companies
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$194B AUM
35%
1-Year Est. Return
VCM
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Malvern, Pennsylvania
$4.04T AUM
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Victory Capital Management
San Antonio, Texas
$156B AUM
27.51%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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