WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $34,000 | -2.9% | 1,356 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $35,000 | +75.0% | 1,356 | 0.0% | 0.00% | +100.0% |
| Q3 2020 | $20,000 | -4.8% | 1,356 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $21,000 | +40.0% | 1,356 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $15,000 | -34.8% | 1,356 | 0.0% | 0.00% | -50.0% |
| Q4 2019 | $23,000 | 0.0% | 1,356 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $23,000 | 0.0% | 1,356 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $23,000 | 0.0% | 1,356 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $23,000 | -8.0% | 1,356 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $25,000 | -13.8% | 1,356 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $29,000 | +20.8% | 1,356 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $24,000 | -11.1% | 1,356 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $27,000 | -10.0% | 1,356 | 0.0% | 0.00% | -33.3% |
| Q4 2017 | $30,000 | +11.1% | 1,356 | 0.0% | 0.00% | +50.0% |
| Q3 2017 | $27,000 | +3.8% | 1,356 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $26,000 | +13.0% | 1,356 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $23,000 | -11.5% | 1,356 | 0.0% | 0.00% | -33.3% |
| Q4 2016 | $26,000 | +4.0% | 1,356 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $25,000 | +8.7% | 1,356 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $23,000 | -28.1% | 1,356 | 0.0% | 0.00% | -25.0% |
| Q1 2016 | $32,000 | -17.9% | 1,356 | 0.0% | 0.00% | -20.0% |
| Q4 2015 | $39,000 | -17.0% | 1,356 | 0.0% | 0.01% | -16.7% |
| Q3 2015 | $47,000 | -26.6% | 1,356 | 0.0% | 0.01% | -25.0% |
| Q2 2015 | $64,000 | -4.5% | 1,356 | 0.0% | 0.01% | -11.1% |
| Q1 2015 | $67,000 | -1.5% | 1,356 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $68,000 | -2.9% | 1,356 | 0.0% | 0.01% | -10.0% |
| Q3 2014 | $70,000 | -17.6% | 1,356 | 0.0% | 0.01% | -23.1% |
| Q2 2014 | $85,000 | – | 1,356 | – | 0.01% | – |
Download | ||||||
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% |