Who owns WERN (WERN)
Which tracked institutional funds hold WERN, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See WERN company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
61 tracked funds added or opened WERN while 46 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
WERN’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes WERN more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in WERN divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 240 tracked filers holding WERN, 136 increased or opened the position and 103 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in WERN between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 23
- VANGUARD PORTFOLIO MANAGEMENT LLC$104M
- VANGUARD CAPITAL MANAGEMENT LLC$76M
- Penn Capital Management Company, LLC$13M
- VANGUARD FIDUCIARY TRUST CO$11M
- Edgestream Partners, L.P.$4M
- Longaeva Partners L.P.$4M
Full exits 15
- VANGUARD GROUP INC$181M
- VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.$34M
- Turas Capital Management LP$13M
- NATIXIS ADVISORS, LLC$6M
- JANE STREET GROUP, LLC$6M
- Clearline Capital LP$5M
Largest adds
- FIRST TRUST ADVISORS LP$53M
- JACOBS LEVY EQUITY MANAGEMENT, INC$23M
- FMR LLC$23M
- MILLENNIUM MANAGEMENT LLC$11M
- NEW YORK STATE COMMON RETIREMENT FUND$9M
- Allianz Asset Management GmbH$8M
Largest trims
- BlackRock, Inc.$80M
- Allspring Global Investments Holdings, LLC$29M
- NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$27M
- BALYASNY ASSET MANAGEMENT L.P.$26M
- WELLINGTON MANAGEMENT GROUP LLP$18M
- VICTORY CAPITAL MANAGEMENT INC$15M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 6,399,266 | $188M | 8.8% | 2026-Q1 |
| FMR LLC added | 4,808,025 | $141M | 6.6% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 3,794,752 | $112M | 5.2% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 3,526,390 | $104M | 4.8% | 2026-Q1 |
| DEPRINCE RACE & ZOLLO INC added | 3,055,017 | $90M | 4.2% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 2,686,766 | $79M | 3.7% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 2,599,894 | $76M | 3.6% | 2026-Q1 |
| STATE STREET CORP added | 2,558,011 | $75M | 3.5% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 2,356,974 | $69M | 3.2% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 1,952,139 | $57M | 2.7% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 1,921,152 | $57M | 2.6% | 2026-Q1 |
| NUANCE INVESTMENTS, LLC trimmed | 1,520,525 | $45M | 2.1% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,503,218 | $44M | 2.1% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,453,433 | $43M | 2.0% | 2026-Q1 |
| Invesco Ltd. trimmed | 1,449,656 | $43M | 2.0% | 2026-Q1 |
| Allianz Asset Management GmbH added | 1,117,322 | $33M | 1.5% | 2026-Q1 |
| JACOBS LEVY EQUITY MANAGEMENT, INC added | 1,109,323 | $33M | 1.5% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 863,629 | $25M | 1.2% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 832,789 | $24M | 1.1% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 783,964 | $23M | 1.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 772,790 | $23M | 1.1% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC trimmed | 685,671 | $20M | 1.0% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 593,186 | $17M | 0.8% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 583,513 | $17M | 0.8% | 2026-Q1 |
| Maple Rock Capital Partners Inc. trimmed | 553,367 | $16M | 0.8% | 2026-Q1 |
| MORGAN STANLEY trimmed | 548,627 | $16M | 0.8% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 510,847 | $15M | 0.7% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 490,862 | $14M | 0.7% | 2026-Q1 |
| UBS Group AG trimmed | 464,439 | $14M | 0.6% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 445,598 | $13M | 0.6% | 2026-Q1 |
| Penn Capital Management Company, LLC new | 443,452 | $13M | 0.6% | 2026-Q1 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC added | 421,656 | $12M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 388,372 | $11M | 0.5% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 371,581 | $11M | 0.5% | 2026-Q1 |
| ExodusPoint Capital Management, LP added | 315,475 | $9M | 0.4% | 2026-Q1 |
| ROYCE & ASSOCIATES LP added | 310,000 | $9M | 0.4% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 299,004 | $9M | 0.4% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 291,239 | $9M | 0.4% | 2026-Q1 |
| Empowered Funds, LLC added | 284,197 | $8M | 0.4% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 258,382 | $8M | 0.4% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 253,199 | $7M | 0.3% | 2026-Q1 |
| SEI INVESTMENTS CO added | 223,506 | $7M | 0.3% | 2026-Q1 |
| PINNACLE ASSOCIATES LTD trimmed | 214,276 | $6M | 0.3% | 2026-Q1 |
| Public Sector Pension Investment Board added | 214,199 | $6M | 0.3% | 2026-Q1 |
| KENNEDY CAPITAL MANAGEMENT LLC added | 208,632 | $6M | 0.3% | 2026-Q1 |
| Thrivent Financial for Lutherans trimmed | 204,410 | $6M | 0.3% | 2026-Q1 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC trimmed | 186,962 | $5M | 0.3% | 2026-Q1 |
| Verition Fund Management LLC trimmed | 182,541 | $5M | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 168,796 | $5M | 0.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 168,167 | $5M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 158,235 | $5M | 0.2% | 2026-Q1 |
| Edgestream Partners, L.P. trimmed | 151,519 | $4M | 0.2% | 2026-Q1 |
| Legal & General Group Plc trimmed | 147,319 | $4M | 0.2% | 2026-Q1 |
| Creative Planning added | 143,232 | $4M | 0.2% | 2026-Q1 |
| Longaeva Partners L.P. new | 133,683 | $4M | 0.2% | 2026-Q1 |
| Meros Investment Management, LP added | 130,157 | $4M | 0.2% | 2026-Q1 |
| Nuveen, LLC added | 126,256 | $4M | 0.2% | 2026-Q1 |
| BESSEMER GROUP INC added | 122,031 | $4M | 0.2% | 2026-Q1 |
| Vestcor Inc trimmed | 120,521 | $4M | 0.2% | 2026-Q1 |
| Campbell & CO Investment Adviser LLC added | 118,901 | $3M | 0.2% | 2026-Q1 |
| Swiss National Bank | 118,000 | $3M | 0.2% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 117,973 | $3M | 0.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 98,740 | $3M | 0.1% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 97,724 | $3M | 0.1% | 2026-Q1 |
| Mariner, LLC added | 86,988 | $3M | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 84,910 | $2M | 0.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 80,491 | $2M | 0.1% | 2026-Q1 |
| SG Americas Securities, LLC trimmed | 79,634 | $2M | 0.1% | 2026-Q1 |
| CAXTON ASSOCIATES LLP new | 76,427 | $2M | 0.1% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 74,699 | $2M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 72,900 | $2M | 0.1% | 2026-Q1 |
| Moody Aldrich Partners LLC added | 72,140 | $2M | 0.1% | 2026-Q1 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO added | 69,606 | $2M | 0.1% | 2026-Q1 |
| Y-Intercept (Hong Kong) Ltd added | 65,508 | $2M | 0.1% | 2026-Q1 |
| State of New Jersey Common Pension Fund D trimmed | 64,848 | $2M | 0.1% | 2026-Q1 |
| Quantinno Capital Management LP added | 64,309 | $2M | 0.1% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC added | 62,195 | $2M | 0.1% | 2026-Q1 |
| ROWLANDMILLER & PARTNERS.ADV trimmed | 61,611 | $2M | 0.1% | 2026-Q1 |
| DEAN INVESTMENT ASSOCIATES, LLC trimmed | 58,945 | $2M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 6,045,401 | $181M | 8.5% | 2025-Q4 stale |
| MACQUARIE GROUP LTD trimmed | 2,204,819 | $58M | 2.7% | 2025-Q3 stale |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. new | 1,139,653 | $34M | 1.6% | 2025-Q4 stale |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC trimmed | 525,976 | $14M | 0.7% | 2025-Q2 stale |
| Turas Capital Management LP new | 447,154 | $13M | 0.6% | 2025-Q4 stale |
| First Eagle Investment Management, LLC trimmed | 286,048 | $8M | 0.4% | 2025-Q1 stale |
| NFJ INVESTMENT GROUP, LLC trimmed | 252,306 | $7M | 0.3% | 2025-Q3 stale |
| NATIXIS ADVISORS, LLC added | 212,281 | $6M | 0.3% | 2025-Q4 stale |
| JANE STREET GROUP, LLC added | 207,825 | $6M | 0.3% | 2025-Q4 stale |
| DARK FOREST CAPITAL MANAGEMENT LP added | 171,129 | $5M | 0.2% | 2025-Q1 stale |
| Clearline Capital LP added | 164,356 | $5M | 0.2% | 2025-Q4 stale |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC added | 185,285 | $5M | 0.2% | 2025-Q3 stale |
| TWO SIGMA ADVISERS, LP trimmed | 142,100 | $4M | 0.2% | 2025-Q4 stale |
| WINTON GROUP Ltd added | 154,320 | $4M | 0.2% | 2025-Q3 stale |
| CONGRESS ASSET MANAGEMENT CO trimmed | 138,711 | $4M | 0.2% | 2025-Q3 stale |
| D. E. Shaw & Co., Inc. trimmed | 99,466 | $3M | 0.1% | 2025-Q4 stale |
| NORGES BANK trimmed | 99,100 | $3M | 0.1% | 2025-Q4 stale |
| Engineers Gate Manager LP added | 111,646 | $3M | 0.1% | 2025-Q3 stale |
| Jump Financial, LLC added | 78,758 | $2M | 0.1% | 2025-Q2 stale |
| CW Advisors, LLC added | 69,808 | $2M | 0.1% | 2025-Q1 stale |
| CAPSTONE INVESTMENT ADVISORS, LLC added | 63,942 | $2M | 0.1% | 2025-Q3 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.