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 | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $327,000 | -9.4% | 16,180 | 0.0% | 0.15% | -27.1% |
| Q4 2017 | $361,000 | +11.1% | 16,180 | 0.0% | 0.20% | +14.0% |
| Q3 2017 | $325,000 | -43.2% | 16,180 | -49.3% | 0.18% | +10.6% |
| Q2 2017 | $572,000 | +114.2% | 31,900 | +102.9% | 0.16% | +5.2% |
| Q1 2017 | $267,000 | -13.0% | 15,720 | 0.0% | 0.15% | -11.0% |
| Q4 2016 | $307,000 | -91.2% | 15,720 | -89.4% | 0.17% | -57.0% |
| Q1 2016 | $3,506,000 | -32.2% | 148,941 | +0.1% | 0.40% | -23.1% |
| Q3 2015 | $5,174,000 | +5463.4% | 148,799 | +7878.5% | 0.52% | +6400.0% |
| Q4 2014 | $93,000 | -98.7% | 1,865 | -98.6% | 0.01% | -98.7% |
| Q3 2013 | $6,902,000 | – | 134,072 | -75.8% | 0.62% | – |
| Q2 2013 | $0 | – | 554,722 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HERNDON CAPITAL MANAGEMENT LLC | 3,504,129 | $228,188,880,000 | 2.88% |
| NEW AMSTERDAM PARTNERS LLC/NY | 636,862 | $41,472,000 | 2.75% |
| HAHN CAPITAL MANAGEMENT LLC | 299,147 | $19,480,453,000 | 2.70% |
| BlueMar Capital Management, LLC | 40,000 | $2,605,000 | 1.45% |
| STERNE AGEE GROUP, INC. | 60,272 | $3,925,000 | 1.29% |
| Jupiter Investment Management Ltd | 220,179 | $14,338,000 | 1.21% |
| HERMES INVESTMENT MANAGEMENT LTD | 600,176 | $39,083,000 | 1.19% |
| TIVERTON ASSET MANAGEMENT LLC | 800,000 | $52,096,000 | 1.15% |
| PINNACLE ASSOCIATES LTD | 811,337 | $52,834,000 | 1.03% |
| Dynamic Technology Lab Private Ltd | 9,142 | $595,000 | 0.98% |