WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $2,498,000 | -35.0% | 168,184 | -32.2% | 0.00% | -40.0% |
| Q2 2020 | $3,846,000 | +117.5% | 247,951 | +59.6% | 0.01% | +66.7% |
| Q1 2020 | $1,768,000 | +49.6% | 155,334 | +119.8% | 0.00% | +200.0% |
| Q4 2019 | $1,182,000 | +1.0% | 70,672 | +3.8% | 0.00% | 0.0% |
| Q3 2019 | $1,170,000 | -57.0% | 68,116 | -58.2% | 0.00% | -66.7% |
| Q2 2019 | $2,720,000 | +300.6% | 163,148 | +315.5% | 0.00% | +200.0% |
| Q1 2019 | $679,000 | -58.0% | 39,269 | +21.1% | 0.00% | -50.0% |
| Q4 2014 | $1,615,000 | -59.5% | 32,419 | -58.0% | 0.00% | -60.0% |
| Q3 2014 | $3,990,000 | -73.3% | 77,183 | -67.6% | 0.01% | -75.0% |
| Q2 2014 | $14,927,000 | +47.9% | 238,492 | +74.0% | 0.02% | +33.3% |
| Q1 2014 | $10,094,000 | +76.9% | 137,100 | +56.5% | 0.02% | +87.5% |
| Q4 2013 | $5,705,000 | +84.7% | 87,600 | +46.0% | 0.01% | +60.0% |
| Q3 2013 | $3,089,000 | +22.0% | 60,000 | +3.1% | 0.01% | 0.0% |
| Q2 2013 | $2,532,000 | – | 58,213 | – | 0.01% | – |
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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% |