WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 216 filers reported holding WADDELL & REED FINL INC in Q3 2020. The put-call ratio across all filers is 0.44 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $170,859,000 | +0.1% | 6,820,730 | +1.8% | 0.01% | 0.0% |
| Q4 2020 | $170,725,000 | +72.0% | 6,702,961 | +0.3% | 0.01% | +66.7% |
| Q3 2020 | $99,240,000 | -10.0% | 6,682,905 | -6.0% | 0.00% | -25.0% |
| Q2 2020 | $110,245,000 | +27.7% | 7,108,049 | -6.3% | 0.00% | 0.0% |
| Q1 2020 | $86,307,000 | -28.6% | 7,584,045 | +4.8% | 0.00% | 0.0% |
| Q4 2019 | $120,958,000 | -6.4% | 7,234,354 | -3.9% | 0.00% | -20.0% |
| Q3 2019 | $129,281,000 | +10.8% | 7,525,138 | +7.5% | 0.01% | +25.0% |
| Q2 2019 | $116,639,000 | -17.2% | 6,996,958 | -14.1% | 0.00% | -33.3% |
| Q1 2019 | $140,904,000 | -3.5% | 8,149,429 | +0.9% | 0.01% | -14.3% |
| Q4 2018 | $146,026,000 | -13.7% | 8,076,680 | +1.1% | 0.01% | 0.0% |
| Q3 2018 | $169,204,000 | +15.9% | 7,988,877 | -1.7% | 0.01% | +16.7% |
| Q2 2018 | $146,047,000 | -8.8% | 8,127,238 | +2.5% | 0.01% | -14.3% |
| Q1 2018 | $160,224,000 | -8.2% | 7,927,992 | +1.5% | 0.01% | -12.5% |
| Q4 2017 | $174,512,000 | +13.0% | 7,811,646 | +1.5% | 0.01% | +14.3% |
| Q3 2017 | $154,478,000 | +7.7% | 7,696,980 | +1.3% | 0.01% | 0.0% |
| Q2 2017 | $143,419,000 | +23.8% | 7,596,348 | +11.5% | 0.01% | +16.7% |
| Q1 2017 | $115,853,000 | -7.8% | 6,814,895 | +5.8% | 0.01% | -14.3% |
| Q4 2016 | $125,643,000 | +12.1% | 6,439,946 | +4.4% | 0.01% | 0.0% |
| Q3 2016 | $112,041,000 | +13.7% | 6,169,677 | +7.8% | 0.01% | +16.7% |
| Q2 2016 | $98,536,000 | -25.4% | 5,722,165 | +2.0% | 0.01% | -33.3% |
| Q1 2016 | $132,020,000 | -15.6% | 5,608,292 | +2.7% | 0.01% | -18.2% |
| Q4 2015 | $156,474,000 | -16.9% | 5,459,675 | +0.8% | 0.01% | +57.1% |
| Q3 2015 | $188,384,000 | -26.0% | 5,418,005 | +0.6% | 0.01% | -58.8% |
| Q2 2015 | $254,697,000 | -1.2% | 5,383,578 | +3.5% | 0.02% | 0.0% |
| Q1 2015 | $257,797,000 | +4.2% | 5,203,817 | +4.8% | 0.02% | -5.6% |
| Q4 2014 | $247,361,000 | -7.2% | 4,965,084 | -3.7% | 0.02% | -14.3% |
| Q3 2014 | $266,419,000 | -18.8% | 5,154,158 | -1.7% | 0.02% | -19.2% |
| Q2 2014 | $328,175,000 | -18.9% | 5,243,255 | -4.6% | 0.03% | -23.5% |
| Q1 2014 | $404,520,000 | +19.6% | 5,494,711 | +5.8% | 0.03% | +13.3% |
| Q4 2013 | $338,349,000 | +39.1% | 5,195,776 | +10.0% | 0.03% | +25.0% |
| Q3 2013 | $243,200,000 | +21.8% | 4,724,184 | +2.9% | 0.02% | +14.3% |
| Q2 2013 | $199,712,000 | – | 4,591,083 | – | 0.02% | – |
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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% |