WealthPlan Investment Management’s Werner Enterprises WERN Stock Holding History

WealthPlan Investment Management’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
2024 Q4	–	Sell	-7,461	Closed	-$288K	–	284
2024 Q3	$288K	Sell	7,461 -4,590	-38%	-$170K	0.03%	212
2024 Q2	$432K	Buy	12,051 +45	+0.4%	+$1.65K	0.07%	127
2024 Q1	$470K	Sell	12,006 -2,289	-16%	-$91.2K	0.07%	124
2023 Q4	$606K	Buy	14,295 +301	+2%	+$11.8K	0.1%	113
2023 Q3	$545K	Buy	13,994 +9,446	+208%	+$405K	0.1%	110
2023 Q2	$201K	Sell	4,548 -6,897	-60%	-$310K	0.06%	126
2023 Q1	$521K	Sell	11,445 -16,677	-59%	-$757K	0.09%	114
2022 Q4	$1.31M	Buy	28,122 +30	+0.1%	+$1.22K	0.09%	158
2022 Q3	$1.22M	Buy	+28,092	New	+$1.14M	0.09%	153
2022 Q1	$1.02M	Buy	+25,689	New	+$1.13M	0.07%	169

Other funds holding WERN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

WealthPlan Investment Management's WERN Position: Q4 2024 in Review

WealthPlan Investment Management sold out of Werner Enterprises (WERN) in Q4 2024, closing a stake of 7,461 shares — an estimated $288K sold.

WealthPlan Investment Management first reported a position in WERN in Q1 2022 and held it in 10 quarters. The position peaked at $1.31M in Q4 2022. 256 funds tracked by Wall St. Rank hold WERN as of Q4 2024.

WealthPlan Investment Management reported no remaining Werner Enterprises position as of Q4 2024 after selling out during the quarter.
WealthPlan Investment Management sold 7,461 Werner Enterprises shares in Q4 2024, an estimated $288K.
WealthPlan Investment Management first reported a position in Werner Enterprises in Q1 2022 and held it in 10 quarters.
WealthPlan Investment Management's Werner Enterprises position peaked at $1.31M in Q4 2022.
256 funds tracked by Wall St. Rank held Werner Enterprises as of Q4 2024.

Based on WealthPlan Investment Management's 13F filing for Q4 2024, filed 30 Jan 2025.