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Harel Insurance Investments & Financial Services’s Werner Enterprises WERN Stock Holding History

Harel Insurance Investments & Financial Services’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
2025
Q2 		– Sell
-413
Closed -$12K – 507
2025
Q1 		$12K Sell
413
-89
-18% -$2.99K ﹤0.01% 432
2024
Q4 		$18K Sell
502
-118
-19% -$4.52K ﹤0.01% 395
2024
Q3 		$24K Sell
620
-57
-8% -$2.11K ﹤0.01% 407
2024
Q2 		$24K Sell
677
-170
-20% -$6.21K ﹤0.01% 434
2024
Q1 		$33K Buy
847
+23
+3% +$917 ﹤0.01% 408
2023
Q4 		$35K Sell
824
-471
-36% -$18.5K ﹤0.01% 463
2023
Q3 		$50K Sell
1,295
-83
-6% -$3.56K ﹤0.01% 462
2023
Q2 		$61K Sell
1,378
-47
-3% -$2.11K ﹤0.01% 451
2023
Q1 		$65K Sell
1,425
-65
-4% -$2.95K ﹤0.01% 458
2022
Q4 		$60K Sell
1,490
-426
-22% -$17.4K ﹤0.01% 452
2022
Q3 		$74K Sell
1,916
-122
-6% -$4.97K ﹤0.01% 454
2022
Q2 		$79K Sell
2,038
-158
-7% -$6.22K ﹤0.01% 442
2022
Q1 		$90K Sell
2,196
-85
-4% -$3.74K ﹤0.01% 453
2021
Q4 		$109K Buy
2,281
+109
+5% +$4.99K ﹤0.01% 495
2021
Q3 		$96K Sell
2,172
-692
-24% -$31.7K ﹤0.01% 466
2021
Q2 		$128K Buy
+2,864
New +$134K ﹤0.01% 615

Other funds holding WERN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Harel Insurance Investments & Financial Services's WERN Position: Q2 2025 in Review

Harel Insurance Investments & Financial Services sold out of Werner Enterprises (WERN) in Q2 2025, closing a stake of 413 shares — an estimated $12K sold.

Harel Insurance Investments & Financial Services first reported a position in WERN in Q2 2021 and held it in 16 quarters. The position peaked at $128K in Q2 2021. 238 funds tracked by Wall St. Rank hold WERN as of Q2 2025.

  • Harel Insurance Investments & Financial Services reported no remaining Werner Enterprises position as of Q2 2025 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 413 Werner Enterprises shares in Q2 2025, an estimated $12K.
  • Harel Insurance Investments & Financial Services first reported a position in Werner Enterprises in Q2 2021 and held it in 16 quarters.
  • Harel Insurance Investments & Financial Services's Werner Enterprises position peaked at $128K in Q2 2021.
  • 238 funds tracked by Wall St. Rank held Werner Enterprises as of Q2 2025.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q2 2025, filed 5 Aug 2025.