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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

WERN holding history

Werner Enterprises Inc in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WERN overviewAll 13F holders of WERNFull Q2 2026 holdings

Shares (Q2 2026)
193,111
Value
$8.42M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of WERN by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026193,111$8.42M<0.1%+49,879+34.8%AddedHolders
Q1 2026143,232$4.21M<0.1%+38,430+36.7%AddedHolders
Q4 2025104,802$3.15M<0.1%+13,769+15.1%AddedHolders
Q3 202591,033$2.40M<0.1%+14,607+19.1%AddedHolders
Q2 202576,426$2.09M<0.1%+13,782+22.0%AddedHolders
Q1 202562,644$1.84M<0.1%+4,155+7.1%AddedHolders
Q4 202458,489$2.10M<0.1%+33,901+137.9%AddedHolders
Q3 202424,588$948.9K<0.1%−7,315−22.9%ReducedHolders
Q2 202431,903$1.14M<0.1%+8,291+35.1%AddedHolders
Q1 202423,612$923.7K<0.1%−1,924−7.5%ReducedHolders
Q4 202325,536$1.08M<0.1%+7,694+43.1%AddedHolders
Q3 202317,842$695.0K<0.1%−246−1.4%ReducedHolders
Q2 202318,088$799.1K<0.1%+903+5.3%AddedHolders
Q1 202317,185$781.8K<0.1%−69−0.4%ReducedHolders
Q4 202217,254$694.6K<0.1%−2,497−12.6%ReducedHolders
Q3 202219,751$743.0K<0.1%+1,721+9.5%AddedHolders
Q2 202218,030$695.0K<0.1%−529−2.9%ReducedHolders
Q1 202218,559$761.0K<0.1%−47−0.3%ReducedHolders
Q4 202118,606$887.0K<0.1%+656+3.7%AddedHolders
Q3 202117,950$795.0K<0.1%−96−0.5%ReducedHolders
Q2 202118,046$803.0K<0.1%+12,341+216.3%AddedHolders
Q1 20215,705$269.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.