WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 223 filers reported holding WADDELL & REED FINL INC in Q2 2017. The put-call ratio across all filers is 0.25 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $15,000 | -25.0% | 612 | -21.0% | 0.00% | – |
| Q4 2020 | $20,000 | -99.8% | 775 | -99.9% | 0.00% | -100.0% |
| Q3 2020 | $9,140,000 | -36.3% | 615,482 | -33.5% | 0.12% | -38.3% |
| Q2 2020 | $14,352,000 | +26.8% | 925,353 | -7.0% | 0.19% | -1.6% |
| Q1 2020 | $11,320,000 | -60.3% | 994,694 | -41.6% | 0.19% | -39.9% |
| Q4 2019 | $28,501,000 | +2.0% | 1,704,614 | +4.9% | 0.32% | -3.9% |
| Q3 2019 | $27,930,000 | +7.7% | 1,625,750 | +4.5% | 0.33% | +9.6% |
| Q2 2019 | $25,936,000 | -2.6% | 1,555,867 | +1.0% | 0.30% | -10.4% |
| Q1 2019 | $26,628,000 | -1.2% | 1,540,068 | +3.3% | 0.34% | -13.1% |
| Q4 2018 | $26,943,000 | -24.9% | 1,490,219 | -12.0% | 0.39% | +4.6% |
| Q3 2018 | $35,886,000 | +15.3% | 1,694,320 | -2.2% | 0.37% | +10.1% |
| Q2 2018 | $31,133,000 | -12.7% | 1,732,515 | -1.8% | 0.34% | -19.4% |
| Q1 2018 | $35,654,000 | -9.7% | 1,764,161 | -0.2% | 0.42% | -12.0% |
| Q4 2017 | $39,503,000 | -14.1% | 1,768,269 | -22.8% | 0.48% | -15.6% |
| Q3 2017 | $45,991,000 | -28.5% | 2,291,520 | -32.8% | 0.56% | -33.2% |
| Q2 2017 | $64,360,000 | +11.6% | 3,408,877 | +0.5% | 0.84% | +7.1% |
| Q1 2017 | $57,680,000 | -6.1% | 3,392,936 | +7.7% | 0.79% | -15.0% |
| Q4 2016 | $61,436,000 | +25.2% | 3,148,926 | +16.5% | 0.93% | +14.3% |
| Q3 2016 | $49,084,000 | +4.6% | 2,702,885 | -0.8% | 0.81% | +0.9% |
| Q2 2016 | $46,919,000 | +86.7% | 2,724,685 | +155.2% | 0.80% | +64.5% |
| Q1 2016 | $25,133,000 | +30180.7% | 1,067,693 | +36717.0% | 0.49% | +24300.0% |
| Q4 2015 | $83,000 | -17.8% | 2,900 | 0.0% | 0.00% | -33.3% |
| Q3 2015 | $101,000 | +12.2% | 2,900 | +52.6% | 0.00% | 0.0% |
| Q2 2015 | $90,000 | +7.1% | 1,900 | +11.8% | 0.00% | 0.0% |
| Q1 2015 | $84,000 | -58.0% | 1,700 | -46.9% | 0.00% | -62.5% |
| Q2 2014 | $200,000 | -15.3% | 3,200 | 0.0% | 0.01% | -27.3% |
| Q1 2014 | $236,000 | -2.1% | 3,200 | -13.5% | 0.01% | -15.4% |
| Q4 2013 | $241,000 | +26.8% | 3,700 | 0.0% | 0.01% | +18.2% |
| Q3 2013 | $190,000 | +45.0% | 3,700 | +23.3% | 0.01% | +22.2% |
| Q2 2013 | $131,000 | – | 3,000 | – | 0.01% | – |
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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% |