WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 226 filers reported holding WADDELL & REED FINL INC in Q4 2020. The put-call ratio across all filers is 0.18 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $2,257,000 | +64.9% | 90,100 | -2.3% | 0.00% | +50.0% |
| Q3 2020 | $1,369,000 | +194.4% | 92,200 | +207.3% | 0.00% | +100.0% |
| Q2 2020 | $465,000 | -72.0% | 30,000 | -59.6% | 0.00% | -50.0% |
| Q4 2017 | $1,658,000 | +13.8% | 74,220 | +2.2% | 0.00% | 0.0% |
| Q3 2017 | $1,457,000 | +12.0% | 72,620 | +5.4% | 0.00% | 0.0% |
| Q2 2017 | $1,301,000 | +9.8% | 68,920 | -1.1% | 0.00% | 0.0% |
| Q1 2017 | $1,185,000 | +39.9% | 69,720 | +60.6% | 0.00% | +100.0% |
| Q4 2016 | $847,000 | +7.5% | 43,400 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $788,000 | -27.8% | 43,400 | -31.5% | 0.00% | -50.0% |
| Q2 2016 | $1,091,000 | -17.9% | 63,370 | +12.2% | 0.00% | 0.0% |
| Q1 2016 | $1,329,000 | +109.3% | 56,470 | +154.7% | 0.00% | +100.0% |
| Q4 2015 | $635,000 | +6.4% | 22,170 | +29.1% | 0.00% | 0.0% |
| Q3 2015 | $597,000 | -23.9% | 17,170 | +3.6% | 0.00% | 0.0% |
| Q2 2015 | $784,000 | -13.4% | 16,570 | -9.3% | 0.00% | -50.0% |
| Q1 2015 | $905,000 | +10.8% | 18,270 | +11.3% | 0.00% | +100.0% |
| Q4 2014 | $817,000 | +77.6% | 16,408 | +84.4% | 0.00% | 0.0% |
| Q3 2014 | $460,000 | -0.6% | 8,900 | +20.3% | 0.00% | 0.0% |
| Q2 2014 | $463,000 | -37.8% | 7,400 | -26.7% | 0.00% | 0.0% |
| Q1 2014 | $744,000 | +27.0% | 10,100 | +12.2% | 0.00% | 0.0% |
| Q4 2013 | $586,000 | +51.8% | 9,000 | +20.0% | 0.00% | 0.0% |
| Q3 2013 | $386,000 | +18.4% | 7,500 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $326,000 | – | 7,500 | – | 0.00% | – |
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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% |