Werner Enterprises, Inc.
US ˙ NasdaqGS ˙ US9507551086

SecurityWERN / Werner Enterprises, Inc.
InstitutionCreative Planning
Latest Disclosed Ownership143,232 shares
Latest Disclosed Value $ 4,212,447
Creative Planning reports 36.67% increase in ownership of WERN / Werner Enterprises, Inc.

On May 12, 2026 - Creative Planning filed a 13F-HR form disclosing ownership of 143,232 shares of Werner Enterprises, Inc. (US:WERN) valued at $4,212,453 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 104,802 shares of Werner Enterprises, Inc.. This represents a change in shares of 36.67% during the quarter. The current value of the position is $6,163,273 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-12 2026-03-31 13F WERNER ENTERPRISES COM 950755108 143,232 38,430 36.67 4,212 33.93 0.0028
2026-02-17 2025-12-31 13F WERNER ENTERPRISES COM 950755108 104,802 13,769 15.13 3,145 31.32 0.0023
2025-11-14 2025-09-30 13F WERNER ENTERPRISES COM 950755108 91,033 14,607 19.11 2,396 14.54 0.0018
2025-08-08 2025-06-30 13F WERNER ENTERPRISES COM 950755108 76,426 13,782 22.00 2,091 13.95 0.0018
2025-05-15 2025-03-31 13F WERNER ENTERPRISES COM 950755108 62,644 4,155 7.10 1,835 -12.62 0.0017
2025-02-14 2024-12-31 13F WERNER ENTERPRISES COM 950755108 58,489 33,901 137.88 2,101 121.52 0.0020
2024-10-11 2024-09-30 13F WERNER ENTERPRISES COM 950755108 24,588 -7,315 -22.93 949 -17.06 0.0009
2024-08-15 2024-06-30 13F WERNER ENTERPRISES COM 950755108 31,903 8,291 35.11 1,143 23.84 0.0012
2024-05-13 2024-03-31 13F WERNER ENTERPRISES COM 950755108 23,612 -1,924 -7.53 924 -14.62 0.0010
2024-02-14 2023-12-31 13F WERNER ENTERPRISES COM 950755108 25,536 7,694 43.12 1,082 55.76 0.0020
2023-11-16 2023-09-30 13F WERNER ENTERPRISES COM 950755108 17,842 -246 -1.36 695 -13.14 0.0009
2023-07-21 2023-06-30 13F WERNER ENTERPRISES COM 950755108 18,088 903 5.25 799 2.30 0.0011
2023-05-15 2023-03-31 13F WERNER ENTERPRISES COM 950755108 17,185 -69 -0.40 782 12.54 0.0011
2023-02-10 2022-12-31 13F WERNER ENTERPRISES COM 950755108 17,254 -2,497 -12.64 695 -6.59 0.0010
2022-11-03 2022-09-30 13F WERNER ENTERPRISES COM 950755108 19,751 1,721 9.55 743 6.91 0.0013
2022-08-15 2022-06-30 13F WERNER ENTERPRISES COM 950755108 18,030 -529 -2.85 695 -8.67 0.0011
2022-05-16 2022-03-31 13F WERNER ENTERPRISES COM 950755108 18,559 -47 -0.25 761 -14.21 0.0012
2022-02-11 2021-12-31 13F WERNER ENTERPRISES COM 950755108 18,606 656 3.65 887 11.57 0.0014
2021-11-10 2021-09-30 13F WERNER ENTERPRISES COM 950755108 17,950 -96 -0.53 795 -1.00 0.0014
2021-08-04 2021-06-30 13F WERNER ENTERPRISES COM 950755108 18,046 12,341 216.32 803 198.51 0.0014
2021-04-30 2021-03-31 13F CreativePlanning COM 950755108 5,705 -13,034 -69.56 269 -63.40 0.0005
2021-01-29 2020-12-31 13F WERNER ENTERPRISES COM 950755108 18,739 79 0.42 735 -6.25 0.0016
2020-11-05 2020-09-30 13F WERNER ENTERPRISES COM 950755108 18,660 0 0.00 784 -3.45 0.0020
2020-07-23 2020-06-30 13F WERNER ENTERPRISES COM 950755108 18,660 0 0.00 812 19.94 0.0023
2020-05-05 2020-03-31 13F WERNER ENTERPRISES COM 950755108 18,660 0 0.00 677 -0.29 0.0024
2020-01-30 2019-12-31 13F WERNER ENTERPRISES COM 950755108 18,660 -600 -3.12 679 -0.15 0.0020
2019-11-01 2019-09-30 13F WERNER ENTERPRISES COM 950755108 19,260 600 3.22 680 17.24 0.0022
2019-07-26 2019-06-30 13F WERNER ENTERPRISES COM 950755108 18,660 -415 -2.18 580 -10.91 0.0020
2019-04-24 2019-03-31 13F WERNER ENTERPRISES COM 950755108 19,075 1,615 9.25 651 26.16 0.0023
2019-02-12 2018-12-31 13F/A-1 WERNER ENTERPRISES COM 950755108 17,460 0 0.00 516 -16.37 0.0021
2019-02-01 2018-12-31 13F WERNER ENTERPRISES COM 950755108 17,460 0 516
2018-10-25 2018-09-30 13F WERNER ENTERPRISES COM 950755108 17,460 0 0.00 617 -5.95 0.0023
2018-07-20 2018-06-30 13F WERNER ENTERPRISES COM 950755108 17,460 -20 -0.11 656 2.82 0.0026
2018-04-18 2018-03-31 13F WERNER ENTERPRISES COM 950755108 17,480 1,470 9.18 638 3.07 0.0026
2018-01-17 2017-12-31 13F WERNER ENTERPRISES COM 950755108 16,010 -300 -1.84 619 3.86 0.0027
2017-10-17 2017-09-30 13F WERNER ENTERPRISES COM 950755108 16,310 0 0.00 596 24.43 0.0028
2017-07-12 2017-06-30 13F WERNER ENTERPRISES COM 950755108 16,310 -200 -1.21 479 10.62 0.0024
2017-04-07 2017-03-31 13F WERNER ENTERPRISES COM 950755108 16,510 0 0.00 433 -2.70 0.0024
2017-01-09 2016-12-31 13F WERNER ENTERPRISES COM 950755108 16,510 10 0.06 445 15.89 0.0027
2016-10-12 2016-09-30 13F WERNER ENTERPRISES COM 950755108 16,500 0 0.00 384 1.32 0.0024
2016-07-12 2016-06-30 13F WERNER ENTERPRISES COM 950755108 16,500 200 1.23 379 -14.45 0.0027
2016-04-08 2016-03-31 13F WERNER ENTERPRISES COM 950755108 16,300 0 0.00 443 16.27 0.0035
2016-01-11 2015-12-31 13F WERNER ENTERPRISES COM 950755108 16,300 -421 -2.52 381 -9.29 0.0031
2015-10-09 2015-09-30 13F WERNER ENTERPRISES COM 950755108 16,721 0 0.00 420 -4.33 0.0037
2015-07-09 2015-06-30 13F WERNER ENTERPRISES COM 950755108 16,721 0 0.00 439 -16.38 0.0040
2015-04-13 2015-03-31 13F WERNER ENTERPRISES COM 950755108 16,721 16,721 0.00 525 0.0049
2015-01-29 2014-12-31 13F WERNER ENTERPRISES COM 950755108 0 -16,721 -100.00 0 -100.00
2014-10-10 2014-09-30 13F WERNER ENTERPRISES COM 950755108 16,721 0 0.00 421 -4.97 0.0049
2014-08-20 2014-06-30 13F WERNER ENTERPRISES COM 950755108 16,721 0 0.00 443 3.75 0.0057
2014-04-11 2014-03-31 13F WERNER ENTERPRISES COM 950755108 16,721 300 1.83 427 5.17 0.0064
2014-01-06 2013-12-31 13F WERNER ENTERPRISES COM 950755108 16,421 0 0.00 406 6.01 0.0069
2013-10-10 2013-09-30 13F WERNER ENTERPRISES COM 950755108 16,421 236 1.46 383 -2.05 0.0076
2013-07-09 2013-06-30 13F WERNER ENTERPRISES COM 950755108 16,185 16,185 391 0.0091
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.