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CoreCap Advisors’s Werner Enterprises WERN Stock Holding History

CoreCap 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
Q3 		$1.63K Buy
48
+30
+167% +$1.18K ﹤0.01% 2554
2026
Q2 		$785 Buy
18
+13
+260% +$489 ﹤0.01% 2751
2026
Q1 		$147 Buy
+5
New +$162 ﹤0.01% 2794
2022
Q4 		$3.3K Buy
+82
New +$3.34K ﹤0.01% 1843
2022
Q3 		– Sell
-50
Closed -$2K – 2098
2022
Q2 		$2K Buy
+50
New +$1.97K ﹤0.01% 1917

Other funds holding WERN

GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

CoreCap Advisors's WERN Position: Q3 2026 in Review

CoreCap Advisors increased its Werner Enterprises (WERN) stake by 167% in Q3 2026, buying an estimated $1.18K and bringing the position to 48 shares worth $1.63K. The position accounts for ﹤0.01% of the portfolio, ranked #2554.

CoreCap Advisors first reported a position in WERN in Q2 2022 and has held it in 5 quarters since. The position peaked at $3.3K in Q4 2022. 7 funds tracked by Wall St. Rank hold WERN as of Q3 2026.

  • CoreCap Advisors held 48 shares of Werner Enterprises worth $1.63K as of Q3 2026.
  • CoreCap Advisors bought 30 Werner Enterprises shares in Q3 2026, an estimated $1.18K.
  • Werner Enterprises made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2554 holding.
  • CoreCap Advisors first reported a position in Werner Enterprises in Q2 2022 and has held it in 5 quarters since.
  • CoreCap Advisors's Werner Enterprises position peaked at $3.3K in Q4 2022.
  • 7 funds tracked by Wall St. Rank held Werner Enterprises as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.