| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $260.1M | 8.8M | ▼−1.2% Reduced · −105K sh | Q1 2026 | |
| 2 | FMR LLC | $141.4M | 4.8M | ▲+22% Added · +861K sh | Q1 2026 | |
| 3 | DIMENSIONAL FUND ADVISORS LP | $111.6M | 3.8M | ▲+4.1% Added · +149K sh | Q1 2026 | |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | $103.7M | 3.5M | ▲New +3.5M sh | Q1 2026 | |
| 5 | DEPRINCE RACE & ZOLLO INC | $89.8M | 3.1M | ▲+11% Added · +305K sh | Q1 2026 | |
| 6 | AMERICAN CENTURY COMPANIES INC | $79.0M | 2.7M | ▲+10% Added · +246K sh | Q1 2026 | |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | $76.5M | 2.6M | ▲New +2.6M sh | Q1 2026 | |
| 8 | STATE STREET CORP | $75.2M | 2.6M | ▲+2.7% Added · +67K sh | Q1 2026 | |
| 9 | VICTORY CAPITAL MANAGEMENT INC | $69.3M | 2.4M | ▼−16% Reduced · −438K sh | Q1 2026 | |
| 10 | FIRST TRUST ADVISORS LP | $56.5M | 1.9M | ▲15× Added · +1.8M sh | Q1 2026 | |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | $44.2M | 1.5M | ▲+1.5% Added · +22K sh | Q1 2026 | |
| 12 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $42.7M | 1.5M | ▲+4.1% Added · +57K sh | Q1 2026 | |
| 13 | Allianz Asset Management GmbH | $32.9M | 1.1M | ▲+37% Added · +303K sh | Q1 2026 | |
| 14 | JACOBS LEVY EQUITY MANAGEMENT, INC | $32.6M | 1.1M | ▲+258% Added · +800K sh | Q1 2026 | |
| 15 | Russell Investments Group, Ltd. | $25.4M | 864K | ▲+29% Added · +194K sh | Q1 2026 | |
| 16 | MILLENNIUM MANAGEMENT LLC | $24.5M | 833K | ▲+88% Added · +390K sh | Q1 2026 | |
| 17 | AMERIPRISE FINANCIAL INC | $22.7M | 773K | ▲+7.3% Added · +53K sh | Q1 2026 | |
| 18 | Allspring Global Investments Holdings, LLC | $20.4M | 686K | ▼−57% Reduced · −926K sh | Q1 2026 | |
| 19 | NEW YORK STATE COMMON RETIREMENT FUND | $17.4M | 593K | ▲+105% Added · +304K sh | Q1 2026 | |
| 20 | NORTHERN TRUST CORP | $17.2M | 584K | ▼−0.8% Reduced · −5K sh | Q1 2026 | |
| 21 | Maple Rock Capital Partners Inc. | $16.3M | 553K | ▼−30% Reduced · −240K sh | Q1 2026 | |
| 22 | MORGAN STANLEY | $16.1M | 549K | ▼−12% Reduced · −73K sh | Q1 2026 | |
| 23 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $15.0M | 511K | ▲+58% Added · +187K sh | Q1 2026 | |
| 24 | BANK OF AMERICA CORP /DE/ | $14.4M | 491K | ▼−18% Reduced · −108K sh | Q1 2026 | |
| 25 | UBS Group AG | $13.7M | 464K | ▼−20% Reduced · −114K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 63 funds | $30.1B |
| NVIDIA CORPNVDA | 62 funds | $45.9B |
| AMAZON.COM INCAMZN | 61 funds | $24.7B |
| BROADCOM INCAVGO | 61 funds | $15.0B |
| META PLATFORMS INC-CLASS AMETA | 61 funds | $13.5B |
| SCHWAB (CHARLES) CORPSCHW | 61 funds | $2.1B |
| APPLE INCAAPL | 60 funds | $35.9B |
| JPMORGAN CHASE & COJPM | 60 funds | $10.4B |
| CAPITAL ONE FINANCIAL CORPCOF | 60 funds | $1.8B |
| ALPHABET INC-CL AGOOGL | 59 funds | $19.1B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 59 funds | $7.6B |
| EXXON MOBIL CORPXOM | 59 funds | $7.1B |
Ranked by how many of WERN's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 12, 2026 | SCHELBLE JIM S | Exec VP & Chief Admin Officer | Sell (S) | 933 | $41K |
| Feb 20, 2026 | DOWNING ERIC J | Exec VP and COO | Sell (S) | 1K | $49K |
| Feb 19, 2026 | DOWNING ERIC J | Exec VP and COO | Sell (S) | 1K | $50K |
| Oct 23, 2025 | Mahon Daragh P | Executive Vice President & CIO | Buy (P) | 14 | $398 |
| Oct 23, 2025 | MEISGEIER NATHAN J | President and CLO | Buy (P) | 50 | $1K |
| Oct 23, 2025 | JOHNSON JAMES LYNN | Exec VP - Chief Acctg Officer | Buy (P) | 3 | $85 |
| Oct 23, 2025 | DOWNING ERIC J | Exec VP and COO | Buy (P) | 32 | $923 |
| Oct 23, 2025 | SCHELBLE JIM S | Exec VP & Chief Admin Officer | Buy (P) | 67 | $2K |
| Oct 23, 2025 | CALLAHAN CRAIG T | Exec VP-Chief Commercial Offcr | Buy (P) | 26 | $750 |
| Oct 3, 2025 | Mahon Daragh P | Executive Vice President & CIO | Buy (P) | 227 | $6K |
| Oct 3, 2025 | MEISGEIER NATHAN J | President and CLO | Buy (P) | 227 | $6K |
| Oct 3, 2025 | JOHNSON JAMES LYNN | Exec VP - Chief Acctg Officer | Buy (P) | 227 | $6K |
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/WERN/capital-change-brief"
Use Arkolith's capital_change_brief for WERN. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for WERN. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.