WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 226 filers reported holding WADDELL & REED FINL INC in Q4 2020. The put-call ratio across all filers is 0.18 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VALLEY NATIONAL ADVISERS INC | 64,630 | $4,209,000 | 3.17% |
| HAHN CAPITAL MANAGEMENT LLC | 435,125 | $21,677,921,000 | 2.47% |
| HERNDON CAPITAL MANAGEMENT LLC | 3,184,704 | $158,662,000 | 2.16% |
| Monarch Partners Asset Management LLC | 164,172 | $8,179,000 | 1.78% |
| First Allied Asset Management, Inc. | 157,741 | $7,876,000 | 1.10% |
| Alpine Partners USVI, LLC | 6,108 | $304,000 | 1.01% |
| MIDAS MANAGEMENT CORP | 33,000 | $1,644,000 | 0.86% |
| Jupiter Investment Management Ltd | 475,996 | $23,714,000 | 0.84% |
| TIVERTON ASSET MANAGEMENT LLC | 800,000 | $39,858,000 | 0.83% |
| Lombard Odier Asset Management (Europe) Ltd | 71,288 | $3,569,000 | 0.78% |