WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $91,000 | -6.2% | 5,409 | -4.5% | 0.00% | 0.0% |
| Q3 2019 | $97,000 | -6.7% | 5,663 | -8.7% | 0.00% | 0.0% |
| Q2 2019 | $104,000 | -23.0% | 6,206 | -20.7% | 0.00% | 0.0% |
| Q1 2019 | $135,000 | -42.3% | 7,823 | -39.4% | 0.00% | -50.0% |
| Q4 2018 | $234,000 | -10.0% | 12,908 | +4.8% | 0.00% | 0.0% |
| Q3 2018 | $260,000 | +2.0% | 12,322 | -2.5% | 0.00% | 0.0% |
| Q2 2018 | $255,000 | 0.0% | 12,638 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $255,000 | -17.7% | 12,638 | -9.0% | 0.00% | -33.3% |
| Q4 2017 | $310,000 | +222.9% | 13,884 | +190.5% | 0.00% | +200.0% |
| Q3 2017 | $96,000 | +31.5% | 4,779 | +22.9% | 0.00% | 0.0% |
| Q2 2017 | $73,000 | +5.8% | 3,889 | -3.4% | 0.00% | 0.0% |
| Q1 2017 | $69,000 | -2.8% | 4,024 | +11.4% | 0.00% | 0.0% |
| Q4 2016 | $71,000 | -41.3% | 3,611 | -45.5% | 0.00% | -50.0% |
| Q3 2016 | $121,000 | +572.2% | 6,628 | +530.6% | 0.00% | – |
| Q2 2016 | $18,000 | -25.0% | 1,051 | +1.4% | 0.00% | – |
| Q1 2016 | $24,000 | -45.5% | 1,036 | -32.7% | 0.00% | -100.0% |
| Q4 2015 | $44,000 | -79.2% | 1,539 | -74.8% | 0.00% | -75.0% |
| Q3 2015 | $212,000 | -23.5% | 6,112 | +4.3% | 0.00% | -20.0% |
| Q2 2015 | $277,000 | -48.2% | 5,858 | -45.8% | 0.01% | -50.0% |
| Q1 2015 | $535,000 | -29.9% | 10,806 | -29.4% | 0.01% | -41.2% |
| Q4 2014 | $763,000 | -6.2% | 15,311 | -2.7% | 0.02% | -22.7% |
| Q3 2014 | $813,000 | -17.0% | 15,737 | +0.5% | 0.02% | -18.5% |
| Q2 2014 | $980,000 | -2.1% | 15,664 | +15.2% | 0.03% | -6.9% |
| Q1 2014 | $1,001,000 | +20.2% | 13,602 | +6.3% | 0.03% | +11.5% |
| Q4 2013 | $833,000 | -5.4% | 12,797 | -25.2% | 0.03% | -13.3% |
| Q3 2013 | $881,000 | +25.1% | 17,107 | +5.8% | 0.03% | +20.0% |
| Q2 2013 | $704,000 | – | 16,166 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kellner Capital, LLC | 364,958 | $9,142,000 | 3.32% |
| ALPINE ASSOCIATES MANAGEMENT INC. | 1,970,010 | $49,348,000 | 1.34% |
| Chicago Capital Management, LLC | 101,877 | $2,552,000 | 1.19% |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | 427,580 | $10,711,000 | 1.10% |
| Weather Gauge Advisory, LLC | 35,549 | $890,000 | 1.05% |
| Burgundy Asset Management Ltd. | 3,353,441 | $84,004,000 | 0.86% |
| SPRING CREEK CAPITAL LLC | 562,291 | $14,085,000 | 0.61% |
| AQR Arbitrage LLC | 630,797 | $15,801,000 | 0.57% |
| NEXPOINT ASSET MANAGEMENT, L.P. | 81,954 | $2,053,000 | 0.54% |
| Factorial Partners, LLC | 755,450 | $755,450,000 | 0.52% |