WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 328 filers reported holding WADDELL & REED FINL INC in Q1 2014. The put-call ratio across all filers is 4.08 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $518,000 | -58.3% | 34,900 | -56.4% | 0.01% | -60.0% |
| Q2 2020 | $1,242,000 | +51.6% | 80,100 | +11.2% | 0.02% | +36.4% |
| Q1 2020 | $819,000 | +81.6% | 72,000 | +186.9% | 0.01% | +83.3% |
| Q2 2018 | $451,000 | -66.6% | 25,100 | -62.4% | 0.01% | -62.5% |
| Q1 2018 | $1,350,000 | -6.8% | 66,800 | +3.1% | 0.02% | -5.9% |
| Q4 2017 | $1,448,000 | +50.4% | 64,800 | +35.0% | 0.02% | +41.7% |
| Q3 2017 | $963,000 | +118.9% | 48,000 | +416.1% | 0.01% | +71.4% |
| Q2 2015 | $440,000 | +2.1% | 9,300 | +6.9% | 0.01% | 0.0% |
| Q1 2015 | $431,000 | -70.1% | 8,700 | -69.9% | 0.01% | -68.2% |
| Q4 2014 | $1,440,000 | +5.5% | 28,900 | +9.5% | 0.02% | -4.3% |
| Q3 2014 | $1,365,000 | -9.5% | 26,400 | +9.5% | 0.02% | -11.5% |
| Q2 2014 | $1,508,000 | -17.7% | 24,100 | -3.2% | 0.03% | -25.7% |
| Q1 2014 | $1,833,000 | +212.8% | 24,900 | +176.7% | 0.04% | +191.7% |
| Q4 2013 | $586,000 | – | 9,000 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HERNDON CAPITAL MANAGEMENT LLC | 3,504,129 | $228,188,880,000 | 2.88% |
| NEW AMSTERDAM PARTNERS LLC/NY | 636,862 | $41,472,000 | 2.75% |
| HAHN CAPITAL MANAGEMENT LLC | 299,147 | $19,480,453,000 | 2.70% |
| BlueMar Capital Management, LLC | 40,000 | $2,605,000 | 1.45% |
| STERNE AGEE GROUP, INC. | 60,272 | $3,925,000 | 1.29% |
| Jupiter Investment Management Ltd | 220,179 | $14,338,000 | 1.21% |
| HERMES INVESTMENT MANAGEMENT LTD | 600,176 | $39,083,000 | 1.19% |
| TIVERTON ASSET MANAGEMENT LLC | 800,000 | $52,096,000 | 1.15% |
| PINNACLE ASSOCIATES LTD | 811,337 | $52,834,000 | 1.03% |
| Dynamic Technology Lab Private Ltd | 9,142 | $595,000 | 0.98% |