WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 248 filers reported holding WADDELL & REED FINL INC in Q1 2019. The put-call ratio across all filers is 17.41 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 ↓ |
|---|---|---|---|
| HAHN CAPITAL MANAGEMENT LLC | 441,364 | $22,721,419,000 | 3.06% |
| HERNDON CAPITAL MANAGEMENT LLC | 3,814,134 | $196,351,618,000 | 2.58% |
| NEW AMSTERDAM PARTNERS LLC/NY | 1,065,942 | $54,874,000 | 1.83% |
| Channing Capital Management, LLC | 425,495 | $21,904,000 | 1.61% |
| HERMES INVESTMENT MANAGEMENT LTD | 853,827 | $43,955,000 | 1.48% |
| TIVERTON ASSET MANAGEMENT LLC | 950,000 | $48,906,000 | 1.18% |
| STERNE AGEE GROUP, INC. | 55,339 | $2,849,000 | 1.10% |
| LOMBARDIA CAPITAL PARTNERS LLC | 563,530 | $29,011,000 | 0.94% |
| PINNACLE ASSOCIATES LTD | 832,595 | $42,862,000 | 0.89% |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 1,449,350 | $74,613,000 | 0.87% |