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Financial Consulate’s Werner Enterprises WERN Stock Holding History

Financial Consulate’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 		$742 Hold
17
– – ﹤0.01% 1221
2026
Q1 		$500 Hold
17
– – ﹤0.01% 1266
2025
Q4 		$511 Hold
17
– – ﹤0.01% 1164
2025
Q3 		$448 Buy
+17
New +$477 ﹤0.01% 1060

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 $3.37T AUM 44.26% 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

Financial Consulate's WERN Position: Q2 2026 in Review

Financial Consulate held its Werner Enterprises (WERN) position steady in Q2 2026 at 17 shares worth $742. The position accounts for ﹤0.01% of the portfolio, ranked #1221.

Financial Consulate first reported a position in WERN in Q3 2025 and has held it in 4 quarters since. 269 funds tracked by Wall St. Rank hold WERN as of Q2 2026.

  • Financial Consulate held 17 shares of Werner Enterprises worth $742 as of Q2 2026.
  • Financial Consulate left its Werner Enterprises share count unchanged in Q2 2026.
  • Werner Enterprises made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #1221 holding.
  • Financial Consulate first reported a position in Werner Enterprises in Q3 2025 and has held it in 4 quarters since.
  • 269 funds tracked by Wall St. Rank held Werner Enterprises as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.