WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 254 filers reported holding WADDELL & REED FINL INC in Q1 2018. The put-call ratio across all filers is 2.56 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $1,409,000 | -12.5% | 56,202 | -11.2% | 0.00% | 0.0% |
| Q4 2020 | $1,611,000 | +42.4% | 63,277 | -16.9% | 0.00% | +50.0% |
| Q3 2020 | $1,131,000 | -13.8% | 76,121 | -10.2% | 0.00% | -33.3% |
| Q2 2020 | $1,312,000 | +23.2% | 84,725 | -9.6% | 0.00% | 0.0% |
| Q1 2020 | $1,065,000 | -28.6% | 93,698 | +4.2% | 0.00% | 0.0% |
| Q4 2019 | $1,492,000 | -11.5% | 89,958 | -11.2% | 0.00% | -25.0% |
| Q2 2019 | $1,686,000 | -3.5% | 101,312 | +0.2% | 0.00% | -20.0% |
| Q1 2019 | $1,748,000 | -1.5% | 101,153 | -4.8% | 0.01% | 0.0% |
| Q4 2018 | $1,774,000 | -17.8% | 106,282 | +4.3% | 0.01% | 0.0% |
| Q3 2018 | $2,159,000 | +12.5% | 101,938 | -4.6% | 0.01% | 0.0% |
| Q2 2018 | $1,919,000 | -15.3% | 106,850 | -4.7% | 0.01% | 0.0% |
| Q1 2018 | $2,265,000 | -9.1% | 112,122 | +0.6% | 0.01% | -16.7% |
| Q4 2017 | $2,491,000 | +9.9% | 111,504 | -2.1% | 0.01% | 0.0% |
| Q3 2017 | $2,266,000 | +0.4% | 113,941 | -4.8% | 0.01% | 0.0% |
| Q2 2017 | $2,257,000 | +172.3% | 119,647 | +145.2% | 0.01% | +200.0% |
| Q1 2017 | $829,000 | -8.4% | 48,796 | +5.2% | 0.00% | -33.3% |
| Q4 2016 | $905,000 | -50.9% | 46,391 | -54.3% | 0.00% | 0.0% |
| Q3 2016 | $1,842,000 | +110.5% | 101,582 | +100.0% | 0.00% | 0.0% |
| Q2 2016 | $875,000 | +373.0% | 50,791 | +545.8% | 0.00% | +200.0% |
| Q1 2016 | $185,000 | -18.1% | 7,865 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $226,000 | -17.5% | 7,865 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $274,000 | -26.1% | 7,865 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $371,000 | -4.4% | 7,865 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $388,000 | -0.8% | 7,865 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $391,000 | -4.2% | 7,865 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $408,000 | -96.9% | 7,865 | -96.2% | 0.00% | -97.7% |
| Q2 2014 | $13,021,000 | -10.8% | 208,633 | +4.7% | 0.04% | -15.7% |
| Q1 2014 | $14,605,000 | +9.5% | 199,278 | -2.4% | 0.05% | +8.5% |
| Q4 2013 | $13,335,000 | +16.1% | 204,278 | -8.5% | 0.05% | +4.4% |
| Q3 2013 | $11,487,000 | +12.9% | 223,178 | -4.5% | 0.04% | -32.8% |
| Q2 2013 | $10,173,000 | – | 233,707 | – | 0.07% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HAHN CAPITAL MANAGEMENT LLC | 368,823 | $23,084,654,000 | 3.05% |
| HERNDON CAPITAL MANAGEMENT LLC | 3,318,544 | $207,707,669,000 | 2.61% |
| NEW AMSTERDAM PARTNERS LLC/NY | 522,883 | $32,727,000 | 2.13% |
| Jupiter Investment Management Ltd | 404,786 | $25,335,000 | 1.42% |
| Monarch Partners Asset Management LLC | 76,399 | $4,782,000 | 1.25% |
| TIVERTON ASSET MANAGEMENT LLC | 800,000 | $50,075,000 | 1.12% |
| PINNACLE ASSOCIATES LTD | 730,376 | $45,714,000 | 0.89% |
| AJO, LP | 2,789,020 | $174,565,000 | 0.75% |
| HERMES INVESTMENT MANAGEMENT LTD | 430,204 | $26,926,000 | 0.74% |
| GRIMES & COMPANY, INC. | 43,624 | $2,730,000 | 0.72% |