Position in WERN
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$4,212,453
+$1,067,345 QoQ
Shares Held
143,232
+36.7% QoQ
Ownership
0.239%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WERN Over Time
Shares Held
Position Value (USD)
Position in Trucking
Industrials · as of Mar 31, 2026Creative Planning holds $55,185,352 across 12 Trucking names. WERN ranks #4 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ODFL |
Old Dominion Freight Line, Inc.
|
127,247 | $24,864,063 | |
| 2 | KNX |
Knight-Swift Transportation Holdings Inc.
|
102,039 | $5,875,405 | |
| 3 | MRTN |
Marten Transport Ltd
|
398,513 | $5,232,475 | |
| 4 | WERN |
Werner Enterprises Inc
This page
|
143,232 | $4,212,453 | |
| 5 | SNDR |
Schneider National, Inc.
|
127,508 | $3,361,110 | |
| 6 | XPO |
XPO, Inc.
|
14,077 | $2,738,680 | |
| 7 | SAIA |
Saia Inc
|
7,741 | $2,719,258 | |
| 8 | ARCB |
Arcbest Corp /De/
|
20,590 | $2,025,232 |
All Filings in WERN
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,212,453 | 143,232 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,145,108 | 104,802 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,395,988 | 91,033 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,091,015 | 76,426 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $1,835,469 | 62,644 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,100,924 | 58,489 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $948,850 | 24,588 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $1,143,080 | 31,903 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $923,700 | 23,612 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,081,959 | 25,536 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $694,945 | 17,842 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $799,127 | 18,088 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $781,745 | 17,185 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $694,646 | 17,254 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $742,637 | 19,751 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $694,876 | 18,030 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $760,919 | 18,559 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $886,761 | 18,606 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $794,646 | 17,950 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $803,407 | 18,046 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $269,104 | 5,705 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $734,943 | 18,739 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $783,533 | 18,660 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $812,269 | 18,660 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $676,611 | 18,660 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||