Empower Advisory Group
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Empower Advisory Group’s Werner Enterprises WERN Stock Holding History

Empower Advisory Group’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
2025
Q2 		– Sell
-8,877
Closed -$260K – 527
2025
Q1 		$260K Sell
8,877
-370,359
-98% -$12.4M ﹤0.01% 423
2024
Q4 		$13.6M Buy
379,236
+16,450
+5% +$630K 0.05% 150
2024
Q3 		$14M Buy
362,786
+16,637
+5% +$616K 0.05% 146
2024
Q2 		$12.4M Buy
346,149
+3,228
+0.9% +$118K 0.05% 149
2024
Q1 		$13.4M Buy
342,921
+5,913
+2% +$236K 0.05% 144
2023
Q4 		$14.3M Buy
337,008
+8,396
+3% +$329K 0.06% 144
2023
Q3 		$12.8M Buy
328,612
+7,948
+2% +$341K 0.06% 142
2023
Q2 		$14.2M Buy
320,664
+5,134
+2% +$231K 0.06% 145
2023
Q1 		$14.2M Buy
+315,530
New +$14.3M 0.06% 142

Other funds holding WERN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Empower Advisory Group's WERN Position: Q2 2025 in Review

Empower Advisory Group sold out of Werner Enterprises (WERN) in Q2 2025, closing a stake of 8,877 shares — an estimated $260K sold.

Empower Advisory Group first reported a position in WERN in Q1 2023 and held it in 9 quarters. The position peaked at $14.3M in Q4 2023. 238 funds tracked by Wall St. Rank hold WERN as of Q2 2025.

  • Empower Advisory Group reported no remaining Werner Enterprises position as of Q2 2025 after selling out during the quarter.
  • Empower Advisory Group sold 8,877 Werner Enterprises shares in Q2 2025, an estimated $260K.
  • Empower Advisory Group first reported a position in Werner Enterprises in Q1 2023 and held it in 9 quarters.
  • Empower Advisory Group's Werner Enterprises position peaked at $14.3M in Q4 2023.
  • 238 funds tracked by Wall St. Rank held Werner Enterprises as of Q2 2025.

Based on Empower Advisory Group's 13F filing for Q2 2025, filed 8 Aug 2025.