WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 229 filers reported holding WADDELL & REED FINL INC in Q1 2017. The put-call ratio across all filers is 0.47 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $8,000 | +14.3% | 380 | 0.0% | 0.01% | +27.3% |
| Q2 2017 | $7,000 | 0.0% | 380 | -10.8% | 0.01% | +10.0% |
| Q1 2017 | $7,000 | -12.5% | 426 | 0.0% | 0.01% | -23.1% |
| Q4 2016 | $8,000 | 0.0% | 426 | 0.0% | 0.01% | -7.1% |
| Q3 2016 | $8,000 | -11.1% | 426 | -18.5% | 0.01% | 0.0% |
| Q2 2016 | $9,000 | -25.0% | 523 | 0.0% | 0.01% | -22.2% |
| Q1 2016 | $12,000 | -20.0% | 523 | 0.0% | 0.02% | -14.3% |
| Q4 2015 | $15,000 | -16.7% | 523 | 0.0% | 0.02% | -16.0% |
| Q3 2015 | $18,000 | -5.3% | 523 | +26.9% | 0.02% | +13.6% |
| Q2 2015 | $19,000 | – | 412 | – | 0.02% | – |
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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% |