WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 229 filers reported holding WADDELL & REED FINL INC in Q4 2019. The put-call ratio across all filers is 0.26 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $994,000 | -78.5% | 39,695 | -78.2% | 0.00% | -100.0% |
| Q4 2020 | $4,632,000 | +68.9% | 181,852 | -1.5% | 0.00% | 0.0% |
| Q3 2020 | $2,743,000 | -6.0% | 184,701 | -1.8% | 0.00% | 0.0% |
| Q2 2020 | $2,918,000 | +36.5% | 188,102 | +0.1% | 0.00% | 0.0% |
| Q1 2020 | $2,138,000 | +77.3% | 187,946 | +160.6% | 0.00% | – |
| Q4 2019 | $1,206,000 | +129.3% | 72,126 | +135.4% | 0.00% | – |
| Q3 2019 | $526,000 | -23.3% | 30,635 | -25.6% | 0.00% | – |
| Q2 2019 | $686,000 | +11.4% | 41,151 | +15.5% | 0.00% | – |
| Q1 2019 | $616,000 | -7.4% | 35,633 | -3.1% | 0.00% | – |
| Q4 2018 | $665,000 | -31.2% | 36,766 | -19.5% | 0.00% | – |
| Q3 2018 | $967,000 | +20.3% | 45,690 | +2.2% | 0.00% | – |
| Q2 2018 | $804,000 | -8.5% | 44,721 | +2.9% | 0.00% | – |
| Q1 2018 | $879,000 | +38.6% | 43,464 | +53.2% | 0.00% | – |
| Q4 2017 | $634,000 | +21.9% | 28,374 | +9.4% | 0.00% | – |
| Q3 2017 | $520,000 | +64.0% | 25,932 | +54.3% | 0.00% | – |
| Q2 2017 | $317,000 | -11.2% | 16,808 | -20.2% | 0.00% | – |
| Q1 2017 | $357,000 | -21.4% | 21,054 | -9.6% | 0.00% | – |
| Q4 2016 | $454,000 | +198.7% | 23,290 | +178.5% | 0.00% | – |
| Q3 2016 | $152,000 | -76.8% | 8,364 | -78.0% | 0.00% | – |
| Q2 2016 | $655,000 | -74.0% | 38,047 | -64.5% | 0.00% | -100.0% |
| Q1 2016 | $2,524,000 | -6.3% | 107,198 | +14.0% | 0.00% | 0.0% |
| Q4 2015 | $2,694,000 | -2.0% | 94,006 | +18.9% | 0.00% | 0.0% |
| Q3 2015 | $2,748,000 | -1.6% | 79,041 | +33.9% | 0.00% | 0.0% |
| Q2 2015 | $2,793,000 | -75.0% | 59,040 | -73.8% | 0.00% | -75.0% |
| Q1 2015 | $11,178,000 | -38.8% | 225,626 | -38.5% | 0.01% | -33.3% |
| Q4 2014 | $18,265,000 | +337.7% | 366,625 | +354.2% | 0.01% | +300.0% |
| Q3 2014 | $4,173,000 | -42.0% | 80,722 | -29.8% | 0.00% | -40.0% |
| Q2 2014 | $7,200,000 | -11.7% | 115,023 | +3.9% | 0.01% | -16.7% |
| Q1 2014 | $8,151,000 | +22.7% | 110,720 | +8.6% | 0.01% | +20.0% |
| Q4 2013 | $6,642,000 | +62.0% | 101,991 | +28.0% | 0.01% | +66.7% |
| Q3 2013 | $4,101,000 | +279.7% | 79,677 | +220.9% | 0.00% | +200.0% |
| Q2 2013 | $1,080,000 | – | 24,828 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HAHN CAPITAL MANAGEMENT LLC | 441,364 | $22,721,419,000 | 3.06% |
| HERNDON CAPITAL MANAGEMENT LLC | 3,814,134 | $196,351,618,000 | 2.58% |
| NEW AMSTERDAM PARTNERS LLC/NY | 1,065,942 | $54,874,000 | 1.83% |
| Channing Capital Management, LLC | 425,495 | $21,904,000 | 1.61% |
| HERMES INVESTMENT MANAGEMENT LTD | 853,827 | $43,955,000 | 1.48% |
| TIVERTON ASSET MANAGEMENT LLC | 950,000 | $48,906,000 | 1.18% |
| STERNE AGEE GROUP, INC. | 55,339 | $2,849,000 | 1.10% |
| LOMBARDIA CAPITAL PARTNERS LLC | 563,530 | $29,011,000 | 0.94% |
| PINNACLE ASSOCIATES LTD | 832,595 | $42,862,000 | 0.89% |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 1,449,350 | $74,613,000 | 0.87% |