WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 327 filers reported holding WADDELL & REED FINL INC in Q4 2013. The put-call ratio across all filers is 3.37 and the average weighting 0.1%.
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 ↓ |
|---|---|---|---|
| Dean Capital Management | 72,920 | $1,717,000 | 2.38% |
| HERNDON CAPITAL MANAGEMENT LLC | 3,464,095 | $81,545,000 | 2.04% |
| CONTINENTAL ADVISORS LLC | 287,802 | $6,775,000 | 1.92% |
| Peloton Wealth Strategists | 62,700 | $1,476,000 | 1.25% |
| DEAN INVESTMENT ASSOCIATES, LLC | 229,700 | $5,407,000 | 1.10% |
| RAMSEY QUANTITATIVE SYSTEMS | 44,435 | $1,046,000 | 1.07% |
| LOMBARDIA CAPITAL PARTNERS LLC | 847,214 | $19,943,000 | 1.04% |
| Hodges Capital Management Inc. | 726,360 | $17,099,000 | 0.79% |
| VALLEY NATIONAL ADVISERS INC | 61,138 | $1,439,000 | 0.77% |
| Matarin Capital Management, LLC | 206,126 | $4,852,206,000 | 0.68% |