WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2015 | $2,460,000 | +28.0% | 52,000 | +34.0% | 0.04% | +34.6% |
| Q1 2015 | $1,922,000 | +115.5% | 38,800 | +116.8% | 0.03% | +116.7% |
| Q4 2014 | $892,000 | -3.9% | 17,900 | -0.3% | 0.01% | -14.3% |
| Q3 2014 | $928,000 | -17.1% | 17,946 | +0.3% | 0.01% | -12.5% |
| Q2 2014 | $1,120,000 | -15.0% | 17,900 | 0.0% | 0.02% | -20.0% |
| Q1 2014 | $1,318,000 | -20.9% | 17,900 | -30.1% | 0.02% | -23.1% |
| Q4 2013 | $1,667,000 | +35.5% | 25,600 | +7.1% | 0.03% | +23.8% |
| Q3 2013 | $1,230,000 | +18.3% | 23,900 | 0.0% | 0.02% | +5.0% |
| Q2 2013 | $1,040,000 | – | 23,900 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kellner Capital, LLC | 364,958 | $9,142,000 | 3.32% |
| ALPINE ASSOCIATES MANAGEMENT INC. | 1,970,010 | $49,348,000 | 1.34% |
| Chicago Capital Management, LLC | 101,877 | $2,552,000 | 1.19% |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | 427,580 | $10,711,000 | 1.10% |
| Weather Gauge Advisory, LLC | 35,549 | $890,000 | 1.05% |
| Burgundy Asset Management Ltd. | 3,353,441 | $84,004,000 | 0.86% |
| SPRING CREEK CAPITAL LLC | 562,291 | $14,085,000 | 0.61% |
| AQR Arbitrage LLC | 630,797 | $15,801,000 | 0.57% |
| NEXPOINT ASSET MANAGEMENT, L.P. | 81,954 | $2,053,000 | 0.54% |
| Factorial Partners, LLC | 755,450 | $755,450,000 | 0.52% |