Creative Planning

Position in WERN — Werner Enterprises Inc

CIK 1540235 OVERLAND PARK, KS

Position in WERN

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$8,421,569

+$4,209,116 QoQ

Shares Held

193,111

+34.8% QoQ

Ownership

0.322%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#49

of 269 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Creative Planning holds $83,298,613 across 12 Trucking names. WERN ranks #3 (10.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ODFL	Old Dominion Freight Line, Inc.	146,020	$31,627,931
2	KNX	Knight-Swift Transportation Holdings Inc.	129,748	$10,103,476
3	WERN	Werner Enterprises Inc This page	193,111	$8,421,569
4	MRTN	Marten Transport Ltd	419,369	$7,276,051
5	SNDR	Schneider National, Inc.	184,135	$6,726,451
6	SAIA	Saia Inc	13,341	$5,618,695
7	XPO	XPO, Inc.	16,221	$3,330,008
8	ARCB	Arcbest Corp /Tx/	22,988	$3,299,697

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,421,569	193,111	+34.8%	Shares	Defined	2026-08-13
2026-03-31	$4,212,453	143,232	+36.7%	Shares	Sole	2026-05-12
2025-12-31	$3,145,108	104,802	+15.1%	Shares	Sole	2026-02-17
2025-09-30	$2,395,988	91,033	+19.1%	Shares	Sole	2025-11-14
2025-06-30	$2,091,015	76,426	+22.0%	Shares	Defined	2025-08-08
2025-03-31	$1,835,469	62,644	+7.1%	Shares	Sole	2025-05-15
2024-12-31	$2,100,924	58,489	+137.9%	Shares	Defined	2025-02-14
2024-09-30	$948,850	24,588	-22.9%	Shares	Defined	2024-10-11
2024-06-30	$1,143,080	31,903	+35.1%	Shares	Defined	2024-08-15
2024-03-31	$923,700	23,612	-7.5%	Shares	Sole	2024-05-13
2023-12-31	$1,081,959	25,536	+43.1%	Shares	Defined	2024-02-14
2023-09-30	$694,945	17,842	-1.4%	Shares	Defined	2023-11-16
2023-06-30	$799,127	18,088	+5.3%	Shares	Sole	2023-07-21
2023-03-31	$781,745	17,185	-0.4%	Shares	Sole	2023-05-15
2022-12-31	$694,646	17,254	-12.6%	Shares	Sole	2023-02-10
2022-09-30	$742,637	19,751	+9.5%	Shares	Sole	2022-11-03
2022-06-30	$694,876	18,030	-2.9%	Shares	Sole	2022-08-15
2022-03-31	$760,919	18,559	-0.3%	Shares	Sole	2022-05-16
2021-12-31	$886,761	18,606	+3.7%	Shares	Sole	2022-02-11
2021-09-30	$794,646	17,950	-0.5%	Shares	Sole	2021-11-10
2021-06-30	$803,407	18,046	+216.3%	Shares	Sole	2021-08-04
2021-03-31	$269,104	5,705	-69.6%	Shares	Sole	2021-04-30
2020-12-31	$734,943	18,739	+0.4%	Shares	Sole	2021-01-29
2020-09-30	$783,533	18,660	0.0%	Shares	Sole	2020-11-05
2020-06-30	$812,269	18,660	0.0%	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.