WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 2 filers reported holding WADDELL & REED FINL INC in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2021 | $2,320,000 | -1.9% | 92,612 | -0.3% | 0.00% | 0.0% |
Q4 2020 | $2,366,000 | +64.0% | 92,892 | -4.4% | 0.00% | +50.0% |
Q3 2020 | $1,443,000 | -4.2% | 97,154 | 0.0% | 0.00% | -33.3% |
Q2 2020 | $1,507,000 | +28.1% | 97,154 | -6.0% | 0.00% | 0.0% |
Q1 2020 | $1,176,000 | -38.3% | 103,317 | -9.4% | 0.00% | 0.0% |
Q4 2019 | $1,906,000 | -7.4% | 113,995 | -4.9% | 0.00% | -25.0% |
Q3 2019 | $2,059,000 | +1.9% | 119,874 | -1.1% | 0.00% | 0.0% |
Q2 2019 | $2,021,000 | -3.9% | 121,241 | -0.3% | 0.00% | 0.0% |
Q1 2019 | $2,103,000 | -9.6% | 121,624 | -5.5% | 0.00% | -20.0% |
Q4 2018 | $2,326,000 | -12.6% | 128,648 | +2.4% | 0.01% | 0.0% |
Q3 2018 | $2,662,000 | +14.8% | 125,688 | -2.6% | 0.01% | 0.0% |
Q2 2018 | $2,318,000 | -11.0% | 128,983 | +0.1% | 0.01% | -16.7% |
Q1 2018 | $2,605,000 | -13.4% | 128,899 | -4.2% | 0.01% | 0.0% |
Q4 2017 | $3,007,000 | +9.7% | 134,590 | -1.5% | 0.01% | 0.0% |
Q3 2017 | $2,742,000 | +0.8% | 136,611 | -5.1% | 0.01% | 0.0% |
Q2 2017 | $2,719,000 | +2.2% | 144,016 | -7.9% | 0.01% | +20.0% |
Q1 2017 | $2,660,000 | -16.7% | 156,442 | -4.5% | 0.01% | -28.6% |
Q4 2016 | $3,195,000 | +4.7% | 163,742 | -2.6% | 0.01% | +16.7% |
Q3 2016 | $3,053,000 | +6.5% | 168,142 | +1.0% | 0.01% | 0.0% |
Q2 2016 | $2,868,000 | -32.1% | 166,542 | -7.1% | 0.01% | -33.3% |
Q1 2016 | $4,222,000 | -5.9% | 179,356 | +14.6% | 0.01% | -18.2% |
Q4 2015 | $4,485,000 | -16.2% | 156,482 | +1.6% | 0.01% | -21.4% |
Q3 2015 | $5,355,000 | -26.5% | 154,026 | +0.1% | 0.01% | -22.2% |
Q2 2015 | $7,282,000 | -5.8% | 153,921 | -1.4% | 0.02% | 0.0% |
Q1 2015 | $7,731,000 | -2.3% | 156,059 | -1.8% | 0.02% | -5.3% |
Q4 2014 | $7,914,000 | -2.7% | 158,859 | +0.9% | 0.02% | -5.0% |
Q3 2014 | $8,135,000 | -20.5% | 157,387 | -3.8% | 0.02% | -23.1% |
Q2 2014 | $10,235,000 | -11.0% | 163,525 | +4.6% | 0.03% | -13.3% |
Q1 2014 | $11,506,000 | +13.6% | 156,294 | +0.4% | 0.03% | +11.1% |
Q4 2013 | $10,132,000 | +27.4% | 155,594 | +0.7% | 0.03% | +12.5% |
Q3 2013 | $7,953,000 | +22.1% | 154,494 | +3.2% | 0.02% | +14.3% |
Q2 2013 | $6,514,000 | -0.9% | 149,745 | -0.2% | 0.02% | -4.5% |
Q1 2013 | $6,571,000 | – | 150,090 | – | 0.02% | – |
Download |
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% |