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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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

Financial Consulate's WERN Position: Q1 2026 in Review

Financial Consulate held its Werner Enterprises (WERN) position steady in Q1 2026 at 17 shares worth $500. The position accounts for ﹤0.01% of the portfolio, ranked #1266.

Financial Consulate first reported a position in WERN in Q3 2025 and has held it in 3 quarters since. The position peaked at $511 in Q4 2025. 241 funds tracked by Wall St. Rank hold WERN as of Q1 2026.

  • Financial Consulate held 17 shares of Werner Enterprises worth $500 as of Q1 2026.
  • Financial Consulate left its Werner Enterprises share count unchanged in Q1 2026.
  • Werner Enterprises made up ﹤0.01% of Financial Consulate's portfolio in Q1 2026, its #1266 holding.
  • Financial Consulate first reported a position in Werner Enterprises in Q3 2025 and has held it in 3 quarters since.
  • Financial Consulate's Werner Enterprises position peaked at $511 in Q4 2025.
  • 241 funds tracked by Wall St. Rank held Werner Enterprises as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.