WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 285 filers reported holding WADDELL & REED FINL INC in Q3 2015. The put-call ratio across all filers is 1.11 and the average weighting 0.1%.
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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Dean Capital Management | 72,920 | $1,717,000 | 2.38% |
| HERNDON CAPITAL MANAGEMENT LLC | 3,464,095 | $81,545,000 | 2.04% |
| CONTINENTAL ADVISORS LLC | 287,802 | $6,775,000 | 1.92% |
| Peloton Wealth Strategists | 62,700 | $1,476,000 | 1.25% |
| DEAN INVESTMENT ASSOCIATES, LLC | 229,700 | $5,407,000 | 1.10% |
| RAMSEY QUANTITATIVE SYSTEMS | 44,435 | $1,046,000 | 1.07% |
| LOMBARDIA CAPITAL PARTNERS LLC | 847,214 | $19,943,000 | 1.04% |
| Hodges Capital Management Inc. | 726,360 | $17,099,000 | 0.79% |
| VALLEY NATIONAL ADVISERS INC | 61,138 | $1,439,000 | 0.77% |
| Matarin Capital Management, LLC | 206,126 | $4,852,206,000 | 0.68% |