WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 216 filers reported holding WADDELL & REED FINL INC in Q3 2020. The put-call ratio across all filers is 0.44 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $13,883,000 | -36.7% | 554,200 | -35.6% | 0.09% | -40.4% |
| Q4 2020 | $21,927,000 | +13.5% | 860,900 | -33.9% | 0.16% | +3.3% |
| Q3 2020 | $19,327,000 | -4.8% | 1,301,500 | -0.5% | 0.15% | -8.5% |
| Q2 2020 | $20,295,000 | +35.5% | 1,308,500 | -0.6% | 0.16% | +24.1% |
| Q1 2020 | $14,976,000 | -27.1% | 1,316,000 | +7.1% | 0.13% | 0.0% |
| Q4 2019 | $20,549,000 | -1.3% | 1,229,000 | +1.4% | 0.13% | -3.6% |
| Q3 2019 | $20,822,000 | -3.0% | 1,212,000 | -5.9% | 0.14% | 0.0% |
| Q2 2019 | $21,471,000 | -8.8% | 1,288,000 | -5.4% | 0.14% | -6.8% |
| Q1 2019 | $23,549,000 | -4.7% | 1,362,000 | -0.3% | 0.15% | -12.4% |
| Q4 2018 | $24,706,000 | -14.9% | 1,366,500 | -0.3% | 0.17% | +1.2% |
| Q3 2018 | $29,027,000 | +10.3% | 1,370,500 | -6.5% | 0.17% | +7.1% |
| Q2 2018 | $26,326,000 | -11.1% | 1,465,000 | -0.1% | 0.16% | -11.9% |
| Q1 2018 | $29,628,000 | -8.3% | 1,466,000 | +1.3% | 0.18% | -4.8% |
| Q4 2017 | $32,326,000 | +11.0% | 1,447,000 | -0.3% | 0.19% | +11.4% |
| Q3 2017 | $29,122,000 | +5.5% | 1,451,000 | -0.8% | 0.17% | +1.8% |
| Q2 2017 | $27,603,000 | +12.3% | 1,462,000 | +1.1% | 0.16% | +13.1% |
| Q1 2017 | $24,582,000 | -9.3% | 1,446,000 | +4.1% | 0.14% | -9.4% |
| Q4 2016 | $27,105,000 | +49.9% | 1,389,303 | +39.6% | 0.16% | +49.5% |
| Q3 2016 | $18,078,000 | +9.6% | 995,500 | +3.9% | 0.11% | +10.3% |
| Q2 2016 | $16,497,000 | -25.5% | 958,000 | +1.8% | 0.10% | -27.6% |
| Q1 2016 | $22,151,000 | -13.7% | 941,000 | +5.0% | 0.13% | -13.5% |
| Q4 2015 | $25,679,000 | -17.6% | 896,000 | 0.0% | 0.16% | -16.2% |
| Q3 2015 | $31,154,000 | -26.5% | 896,000 | 0.0% | 0.18% | -16.7% |
| Q2 2015 | $42,390,000 | -4.5% | 896,000 | 0.0% | 0.22% | -1.3% |
| Q1 2015 | $44,388,000 | +1.7% | 896,000 | +2.3% | 0.22% | +6.1% |
| Q4 2014 | $43,642,000 | -3.1% | 876,000 | +0.6% | 0.21% | -7.4% |
| Q3 2014 | $45,022,000 | -17.5% | 871,000 | -0.1% | 0.23% | -15.2% |
| Q2 2014 | $54,547,000 | -15.2% | 871,500 | -0.3% | 0.27% | -19.2% |
| Q1 2014 | $64,344,000 | +11.8% | 874,000 | -1.1% | 0.33% | +8.8% |
| Q4 2013 | $57,566,000 | +14.7% | 884,000 | -9.4% | 0.31% | +7.3% |
| Q3 2013 | $50,203,000 | +8.9% | 975,200 | -8.0% | 0.29% | +2.1% |
| Q2 2013 | $46,110,000 | – | 1,060,000 | – | 0.28% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HAHN CAPITAL MANAGEMENT LLC | 368,823 | $23,084,654,000 | 3.05% |
| HERNDON CAPITAL MANAGEMENT LLC | 3,318,544 | $207,707,669,000 | 2.61% |
| NEW AMSTERDAM PARTNERS LLC/NY | 522,883 | $32,727,000 | 2.13% |
| Jupiter Investment Management Ltd | 404,786 | $25,335,000 | 1.42% |
| Monarch Partners Asset Management LLC | 76,399 | $4,782,000 | 1.25% |
| TIVERTON ASSET MANAGEMENT LLC | 800,000 | $50,075,000 | 1.12% |
| PINNACLE ASSOCIATES LTD | 730,376 | $45,714,000 | 0.89% |
| AJO, LP | 2,789,020 | $174,565,000 | 0.75% |
| HERMES INVESTMENT MANAGEMENT LTD | 430,204 | $26,926,000 | 0.74% |
| GRIMES & COMPANY, INC. | 43,624 | $2,730,000 | 0.72% |