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 | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $4,000 | +300.0% | 221 | +160.0% | 0.00% | – |
| Q3 2016 | $1,000 | 0.0% | 85 | 0.0% | 0.00% | – |
| Q2 2016 | $1,000 | -98.5% | 85 | -97.0% | 0.00% | -100.0% |
| Q1 2016 | $66,000 | -78.0% | 2,865 | -72.7% | 0.00% | -80.0% |
| Q4 2015 | $300,000 | -35.1% | 10,500 | -21.5% | 0.01% | -37.5% |
| Q3 2015 | $462,000 | -32.9% | 13,368 | -8.4% | 0.02% | -30.4% |
| Q2 2015 | $689,000 | -6.9% | 14,589 | -2.6% | 0.02% | -4.2% |
| Q1 2015 | $740,000 | -33.9% | 14,973 | -33.4% | 0.02% | -35.1% |
| Q4 2014 | $1,119,000 | +36.3% | 22,490 | +41.4% | 0.04% | +32.1% |
| Q3 2014 | $821,000 | +37.5% | 15,900 | +66.2% | 0.03% | +40.0% |
| Q2 2014 | $597,000 | -45.4% | 9,568 | -35.6% | 0.02% | -48.7% |
| Q1 2014 | $1,093,000 | +11.9% | 14,861 | -1.2% | 0.04% | +8.3% |
| Q4 2013 | $977,000 | +32.2% | 15,041 | +4.6% | 0.04% | +9.1% |
| Q3 2013 | $739,000 | +16.9% | 14,383 | -1.1% | 0.03% | +6.5% |
| Q2 2013 | $632,000 | – | 14,543 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CONTINENTAL ADVISORS LLC | 230,410 | $2,622,000 | 1.95% |
| Gyon Technologies Capital Management, LP | 74,520 | $848,000 | 1.63% |
| Factorial Partners, LLC | 76,500 | $870,570,000 | 1.16% |
| Matarin Capital Management, LLC | 502,058 | $5,713,000 | 0.89% |
| Weather Gauge Advisory, LLC | 53,133 | $605,000 | 0.73% |
| Van Berkom & Associates Inc. | 1,699,174 | $19,337,000 | 0.69% |
| Burgundy Asset Management Ltd. | 4,359,669 | $49,613,000 | 0.67% |
| HEARTLAND ADVISORS INC | 514,250 | $5,852,000 | 0.62% |
| MALTESE CAPITAL MANAGEMENT LLC | 291,000 | $3,312,000 | 0.47% |
| Invenomic Capital Management LP | 42,479 | $483,000 | 0.40% |