EPG
WERN icon

Estate Planners Group’s Werner Enterprises WERN Stock Holding History

Estate Planners 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
2026
Q1 		– Sell
-3
Closed -$90 – 419
2025
Q4 		$90 Buy
+3
New +$82 ﹤0.01% 457

Other funds holding WERN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Estate Planners Group's WERN Position: Q1 2026 in Review

Estate Planners Group sold out of Werner Enterprises (WERN) in Q1 2026, closing a stake of 3 shares — an estimated $90 sold.

Estate Planners Group first reported a position in WERN in Q4 2025 and held it in 1 quarter. The position peaked at $90 in Q4 2025. 241 funds tracked by Wall St. Rank hold WERN as of Q1 2026.

  • Estate Planners Group reported no remaining Werner Enterprises position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 3 Werner Enterprises shares in Q1 2026, an estimated $90.
  • Estate Planners Group first reported a position in Werner Enterprises in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's Werner Enterprises position peaked at $90 in Q4 2025.
  • 241 funds tracked by Wall St. Rank held Werner Enterprises as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.