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IFP Advisors’s Werner Enterprises WERN Stock Holding History

IFP 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
Q2 		$3.44K Sell
79
-7
-8% -$264 ﹤0.01% 3993
2026
Q1 		$2.53K Buy
86
+11
+15% +$357 ﹤0.01% 3867
2025
Q4 		$2.25K Buy
75
+8
+12% +$220 ﹤0.01% 3795
2025
Q3 		$1.76K Buy
+67
New +$1.88K ﹤0.01% 3751
2025
Q2 		– Hold
0
– – – 2986
2025
Q1 		– Hold
0
– – – 3461
2024
Q4 		– Hold
0
– – – 3373
2024
Q3 		– Sell
-43
Closed -$1.54K – 3452
2024
Q2 		$1.54K Buy
+43
New +$1.57K ﹤0.01% 2880
2024
Q1 		– Sell
-341
Closed -$14.4K – 3252
2023
Q4 		$14.4K Hold
341
– – ﹤0.01% 2047
2023
Q3 		$13.3K Hold
341
– – ﹤0.01% 2141
2023
Q2 		$15.1K Hold
341
– – ﹤0.01% 2141
2023
Q1 		$13.5K Hold
341
– – ﹤0.01% 2176
2022
Q4 		$14K Hold
341
– – ﹤0.01% 3181
2022
Q3 		$14K Buy
341
+62
+22% +$2.53K ﹤0.01% 3418
2022
Q2 		$11K Hold
279
– – ﹤0.01% 3362
2022
Q1 		$11K Buy
+279
New +$12.3K ﹤0.01% 3361
2019
Q1 		$45K Sell
1,355
-1,868
-58% -$62.2K 0.01% 1011
2018
Q4 		$97K Sell
3,223
-379
-11% -$12.4K 0.01% 1218
2018
Q3 		$127K Buy
3,602
+1,338
+59% +$49.6K 0.01% 1338
2018
Q2 		$85K Buy
2,264
+2,134
+1,642% +$79.4K ﹤0.01% 1578
2018
Q1 		$5K Hold
130
– – ﹤0.01% 3197
2017
Q4 		$5K Buy
130
+94
+261% +$3.42K ﹤0.01% 3244
2017
Q3 		$1K Hold
36
– – ﹤0.01% 3966
2017
Q2 		$1K Hold
36
– – ﹤0.01% 3960
2017
Q1 		$1K Hold
36
– – ﹤0.01% 3872
2016
Q4 		$1K Buy
+36
New +$928 ﹤0.01% 3857
2016
Q2 		– Sell
-1,355
Closed -$45K – 4093
2016
Q1 		$45K Buy
+1,355
New +$34.4K 0.01% 1011

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

IFP Advisors's WERN Position: Q2 2026 in Review

IFP Advisors reduced its Werner Enterprises (WERN) stake by 8.1% in Q2 2026, selling an estimated $264 and leaving 79 shares worth $3.44K. The position accounts for ﹤0.01% of the portfolio, ranked #3993.

IFP Advisors first reported a position in WERN in Q1 2016 and has held it in 24 quarters since. The position peaked at $127K in Q3 2018. 268 funds tracked by Wall St. Rank hold WERN as of Q2 2026.

  • IFP Advisors held 79 shares of Werner Enterprises worth $3.44K as of Q2 2026.
  • IFP Advisors sold 7 Werner Enterprises shares in Q2 2026, an estimated $264.
  • Werner Enterprises made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3993 holding.
  • IFP Advisors first reported a position in Werner Enterprises in Q1 2016 and has held it in 24 quarters since.
  • IFP Advisors's Werner Enterprises position peaked at $127K in Q3 2018.
  • 268 funds tracked by Wall St. Rank held Werner Enterprises as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.