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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $930,000 | +185.3% | 37,144 | +189.8% | 0.00% | +300.0% |
| Q4 2020 | $326,000 | -78.8% | 12,818 | -87.6% | 0.00% | -87.5% |
| Q3 2020 | $1,540,000 | -4.7% | 103,714 | -0.5% | 0.01% | -11.1% |
| Q2 2020 | $1,616,000 | +27.9% | 104,191 | -6.1% | 0.01% | 0.0% |
| Q1 2020 | $1,263,000 | -1.9% | 110,966 | +44.1% | 0.01% | +28.6% |
| Q4 2019 | $1,288,000 | -26.1% | 77,030 | -24.1% | 0.01% | -22.2% |
| Q3 2019 | $1,744,000 | +3.1% | 101,516 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $1,692,000 | -0.2% | 101,516 | +3.5% | 0.01% | 0.0% |
| Q1 2019 | $1,695,000 | +71.7% | 98,050 | +79.6% | 0.01% | +50.0% |
| Q4 2018 | $987,000 | -5.3% | 54,596 | +11.0% | 0.01% | +20.0% |
| Q3 2018 | $1,042,000 | +2.3% | 49,194 | -13.3% | 0.01% | 0.0% |
| Q2 2018 | $1,019,000 | -11.1% | 56,708 | 0.0% | 0.01% | -16.7% |
| Q1 2018 | $1,146,000 | +52.0% | 56,708 | +67.9% | 0.01% | +50.0% |
| Q4 2017 | $754,000 | +11.2% | 33,765 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $678,000 | -46.8% | 33,765 | -50.0% | 0.00% | 0.0% |
| Q2 2017 | $1,274,000 | +71.9% | 67,530 | +55.0% | 0.00% | 0.0% |
| Q1 2017 | $741,000 | +3.6% | 43,576 | +16.6% | 0.00% | 0.0% |
| Q4 2016 | $715,000 | +11.7% | 37,371 | +6.0% | 0.00% | 0.0% |
| Q3 2016 | $640,000 | +12.3% | 35,249 | +6.4% | 0.00% | 0.0% |
| Q2 2016 | $570,000 | -41.3% | 33,116 | -19.7% | 0.00% | -33.3% |
| Q1 2016 | $971,000 | -7.3% | 41,235 | +12.8% | 0.01% | 0.0% |
| Q4 2015 | $1,048,000 | -67.4% | 36,565 | -60.5% | 0.01% | -70.0% |
| Q3 2015 | $3,216,000 | -19.0% | 92,497 | +10.2% | 0.02% | -13.0% |
| Q2 2015 | $3,972,000 | -54.4% | 83,956 | -52.3% | 0.02% | -54.0% |
| Q1 2015 | $8,719,000 | +206.8% | 176,006 | +208.5% | 0.05% | +194.1% |
| Q4 2014 | $2,842,000 | +10.0% | 57,047 | +14.1% | 0.02% | +13.3% |
| Q3 2014 | $2,584,000 | -21.8% | 49,986 | -5.3% | 0.02% | -21.1% |
| Q2 2014 | $3,305,000 | -7.7% | 52,807 | +8.5% | 0.02% | -9.5% |
| Q1 2014 | $3,582,000 | +0.7% | 48,650 | -10.9% | 0.02% | +10.5% |
| Q4 2013 | $3,557,000 | +13.5% | 54,623 | -10.2% | 0.02% | +11.8% |
| Q3 2013 | $3,133,000 | +35.6% | 60,853 | +14.5% | 0.02% | +30.8% |
| Q2 2013 | $2,311,000 | – | 53,129 | – | 0.01% | – |
Download | ||||||
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% |