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Farther Finance Advisors’s Werner Enterprises WERN Stock Holding History

Farther Finance 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 		$41.3K Buy
1,216
+790
+185% +$30.9K ﹤0.01% 3576
2026
Q2 		$18.6K Buy
426
+46
+12% +$1.73K ﹤0.01% 4027
2026
Q1 		$11.3K Buy
380
+99
+35% +$3.21K ﹤0.01% 4024
2025
Q4 		$8.43K Buy
281
+151
+116% +$4.15K ﹤0.01% 4020
2025
Q3 		$3.42K Buy
130
+11
+9% +$309 ﹤0.01% 3921
2025
Q2 		$3.26K Buy
119
+83
+231% +$2.27K ﹤0.01% 3531
2025
Q1 		$1.06K Sell
36
-79
-69% -$2.65K ﹤0.01% 3596
2024
Q4 		$4.13K Buy
115
+3
+3% +$115 ﹤0.01% 2747
2024
Q3 		$4.32K Buy
112
+45
+67% +$1.67K ﹤0.01% 2701
2024
Q2 		$2.37K Buy
67
+26
+63% +$950 ﹤0.01% 2722
2024
Q1 		$1.58K Buy
41
+15
+58% +$598 ﹤0.01% 2589
2023
Q4 		$1.1K Sell
26
-25
-49% -$979 ﹤0.01% 2683
2023
Q3 		$1.99K Hold
51
– – ﹤0.01% 1860
2023
Q2 		$2.25K Hold
51
– – ﹤0.01% 1715
2023
Q1 		$2.32K Sell
51
-64
-56% -$2.91K ﹤0.01% 1589
2022
Q4 		$4.63K Buy
+115
New +$4.69K ﹤0.01% 1199

Other funds holding WERN

GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 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
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 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

Farther Finance Advisors's WERN Position: Q3 2026 in Review

Farther Finance Advisors increased its Werner Enterprises (WERN) stake by 185% in Q3 2026, buying an estimated $30.9K and bringing the position to 1,216 shares worth $41.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3576.

Farther Finance Advisors first reported a position in WERN in Q4 2022 and has held it in 16 quarters since. 7 funds tracked by Wall St. Rank hold WERN as of Q3 2026.

  • Farther Finance Advisors held 1,216 shares of Werner Enterprises worth $41.3K as of Q3 2026.
  • Farther Finance Advisors bought 790 Werner Enterprises shares in Q3 2026, an estimated $30.9K.
  • Werner Enterprises made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3576 holding.
  • Farther Finance Advisors first reported a position in Werner Enterprises in Q4 2022 and has held it in 16 quarters since.
  • 7 funds tracked by Wall St. Rank held Werner Enterprises as of Q3 2026.

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