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Essential Partners’s Werner Enterprises WERN Stock Holding History

Essential Partners’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 		$6.59K Buy
224
+213
+1,936% +$6.91K ﹤0.01% 1457
2025
Q4 		$330 Sell
11
-41
-79% -$1.13K ﹤0.01% 2316
2025
Q3 		$1.37K Buy
52
+41
+373% +$1.15K ﹤0.01% 1929
2025
Q2 		$301 Buy
+11
New +$301 ﹤0.01% 1845

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
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DRZID
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American Century Companies
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VCM
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State Street
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Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return