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 | $654,000 | -6.0% | 26,099 | -4.5% | 0.00% | 0.0% |
| Q4 2020 | $696,000 | +102.9% | 27,322 | +18.3% | 0.00% | 0.0% |
| Q3 2020 | $343,000 | -4.5% | 23,102 | -0.2% | 0.00% | 0.0% |
| Q2 2020 | $359,000 | -7.7% | 23,137 | -32.4% | 0.00% | 0.0% |
| Q1 2020 | $389,000 | -33.8% | 34,223 | -2.7% | 0.00% | 0.0% |
| Q4 2019 | $588,000 | -54.0% | 35,178 | -52.7% | 0.00% | -66.7% |
| Q3 2019 | $1,278,000 | +2.6% | 74,373 | -0.5% | 0.00% | 0.0% |
| Q2 2019 | $1,246,000 | -4.4% | 74,743 | -0.9% | 0.00% | 0.0% |
| Q1 2019 | $1,304,000 | -26.9% | 75,445 | -23.6% | 0.00% | -25.0% |
| Q4 2018 | $1,784,000 | -23.4% | 98,689 | -10.3% | 0.00% | -20.0% |
| Q3 2018 | $2,329,000 | +17.2% | 109,974 | -0.6% | 0.01% | +25.0% |
| Q2 2018 | $1,988,000 | -12.9% | 110,641 | -2.0% | 0.00% | -20.0% |
| Q1 2018 | $2,282,000 | -9.5% | 112,908 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $2,522,000 | +22.5% | 112,908 | +10.1% | 0.01% | +25.0% |
| Q3 2017 | $2,058,000 | +6.3% | 102,542 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $1,936,000 | +323.6% | 102,542 | +281.1% | 0.00% | +300.0% |
| Q1 2017 | $457,000 | -13.0% | 26,904 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $525,000 | -0.8% | 26,904 | -7.6% | 0.00% | 0.0% |
| Q3 2016 | $529,000 | -81.2% | 29,120 | -82.2% | 0.00% | -85.7% |
| Q2 2016 | $2,812,000 | -48.3% | 163,297 | -29.4% | 0.01% | -46.2% |
| Q1 2016 | $5,444,000 | +28.5% | 231,292 | +56.5% | 0.01% | +30.0% |
| Q4 2015 | $4,236,000 | +85.8% | 147,801 | +125.4% | 0.01% | +66.7% |
| Q3 2015 | $2,280,000 | -2.7% | 65,583 | +32.4% | 0.01% | +20.0% |
| Q2 2015 | $2,344,000 | -9.1% | 49,532 | -4.9% | 0.01% | -16.7% |
| Q1 2015 | $2,580,000 | -0.8% | 52,080 | -0.2% | 0.01% | 0.0% |
| Q4 2014 | $2,600,000 | -7.4% | 52,179 | -3.9% | 0.01% | 0.0% |
| Q3 2014 | $2,807,000 | -18.0% | 54,297 | -0.8% | 0.01% | -25.0% |
| Q2 2014 | $3,425,000 | -17.1% | 54,724 | -2.4% | 0.01% | -20.0% |
| Q1 2014 | $4,129,000 | +13.7% | 56,082 | +0.6% | 0.01% | +25.0% |
| Q4 2013 | $3,631,000 | +12.8% | 55,755 | -10.9% | 0.01% | 0.0% |
| Q3 2013 | $3,220,000 | +18.2% | 62,547 | -0.2% | 0.01% | 0.0% |
| Q2 2013 | $2,725,000 | – | 62,645 | – | 0.01% | – |
Download | ||||||
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% |