Ray Dalio
WERN icon

Ray Dalio’s Werner Enterprises WERN Stock Holding History

Ray Dalio’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 		$687K Buy
+15,757
New +$593K ﹤0.01% 887
2023
Q2 		– Sell
-11,190
Closed -$509K – 776
2023
Q1 		$509K Sell
11,190
-98
-0.9% -$4.45K ﹤0.01% 647
2022
Q4 		$454K Sell
11,288
-143,438
-93% -$5.85M ﹤0.01% 729
2022
Q3 		$5.82M Buy
+154,726
New +$6.3M 0.03% 355

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
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Ray Dalio's WERN Position: Q2 2026 in Review

Ray Dalio opened a new position in Werner Enterprises (WERN) in Q2 2026: 15,757 shares worth $687K. The stake represents ﹤0.01% of the portfolio and ranks #887 among its holdings. This is a return to the name: Ray Dalio previously reported a position in WERN as recently as Q1 2023.

Ray Dalio first reported a position in WERN in Q3 2022 and has held it in 4 quarters since. The position peaked at $5.82M in Q3 2022. 270 funds tracked by Wall St. Rank hold WERN as of Q2 2026.

  • Ray Dalio held 15,757 shares of Werner Enterprises worth $687K as of Q2 2026.
  • Werner Enterprises was a new Ray Dalio position in Q2 2026.
  • Werner Enterprises made up ﹤0.01% of Ray Dalio's portfolio in Q2 2026, its #887 holding.
  • Ray Dalio first reported a position in Werner Enterprises in Q3 2022 and has held it in 4 quarters since.
  • Ray Dalio's Werner Enterprises position peaked at $5.82M in Q3 2022.
  • 270 funds tracked by Wall St. Rank held Werner Enterprises as of Q2 2026.

Based on Bridgewater Associates's 13F filing for Q2 2026, filed 14 Aug 2026.