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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
Q2 		$9.99K Buy
229
+5
+2% +$188 ﹤0.01% 1216
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

Other funds holding WERN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Essential Partners's WERN Position: Q2 2026 in Review

Essential Partners increased its Werner Enterprises (WERN) stake by 2.2% in Q2 2026, buying an estimated $188 and bringing the position to 229 shares worth $9.99K. The position accounts for ﹤0.01% of the portfolio, ranked #1216.

Essential Partners first reported a position in WERN in Q2 2025 and has held it in 5 quarters since. 270 funds tracked by Wall St. Rank hold WERN as of Q2 2026.

  • Essential Partners held 229 shares of Werner Enterprises worth $9.99K as of Q2 2026.
  • Essential Partners bought 5 Werner Enterprises shares in Q2 2026, an estimated $188.
  • Werner Enterprises made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #1216 holding.
  • Essential Partners first reported a position in Werner Enterprises in Q2 2025 and has held it in 5 quarters since.
  • 270 funds tracked by Wall St. Rank held Werner Enterprises as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.