Cassady Schiller Wealth Management’s Werner Enterprises WERN Stock Holding History

Cassady Schiller Wealth Management’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
2024 Q4	$1.26K	Buy	+35	New	+$1.34K	﹤0.01%	726

Other funds holding WERN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Cassady Schiller Wealth Management's WERN Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Werner Enterprises (WERN) in Q4 2024: 35 shares worth $1.26K. The stake represents ﹤0.01% of the portfolio and ranks #726 among its holdings.

256 funds tracked by Wall St. Rank hold WERN as of Q4 2024.

Cassady Schiller Wealth Management held 35 shares of Werner Enterprises worth $1.26K as of Q4 2024.
Werner Enterprises was a new Cassady Schiller Wealth Management position in Q4 2024.
Werner Enterprises made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #726 holding.
256 funds tracked by Wall St. Rank held Werner Enterprises as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.