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 Q4 2019. The put-call ratio across all filers is 0.26 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $1,201,000 | -2.6% | 47,952 | -1.0% | 0.02% | -11.8% |
| Q4 2020 | $1,233,000 | +64.2% | 48,424 | -4.2% | 0.02% | +13.3% |
| Q3 2020 | $751,000 | +46.7% | 50,566 | +53.1% | 0.02% | +50.0% |
| Q2 2020 | $512,000 | +27.0% | 33,033 | -6.6% | 0.01% | +11.1% |
| Q1 2020 | $403,000 | +1.0% | 35,381 | +48.4% | 0.01% | +28.6% |
| Q4 2019 | $399,000 | -6.3% | 23,841 | -3.8% | 0.01% | -12.5% |
| Q3 2019 | $426,000 | -0.7% | 24,786 | -3.6% | 0.01% | +14.3% |
| Q2 2019 | $429,000 | -5.3% | 25,722 | -1.8% | 0.01% | -12.5% |
| Q1 2019 | $453,000 | -6.8% | 26,198 | -2.4% | 0.01% | -20.0% |
| Q4 2018 | $486,000 | +20.6% | 26,855 | +41.0% | 0.01% | +66.7% |
| Q3 2018 | $403,000 | +29.2% | 19,041 | +9.7% | 0.01% | +50.0% |
| Q2 2018 | $312,000 | +49.3% | 17,353 | +41.0% | 0.00% | 0.0% |
| Q1 2017 | $209,000 | -12.6% | 12,310 | +0.4% | 0.00% | 0.0% |
| Q4 2016 | $239,000 | +7.2% | 12,260 | +0.1% | 0.00% | 0.0% |
| Q3 2016 | $223,000 | -17.4% | 12,253 | -21.9% | 0.00% | -20.0% |
| Q2 2016 | $270,000 | -21.5% | 15,685 | +7.3% | 0.01% | -28.6% |
| Q1 2016 | $344,000 | -50.1% | 14,615 | -39.3% | 0.01% | -53.3% |
| Q4 2015 | $690,000 | -18.0% | 24,062 | -0.5% | 0.02% | -25.0% |
| Q3 2015 | $841,000 | -27.0% | 24,175 | -0.7% | 0.02% | -4.8% |
| Q2 2015 | $1,152,000 | +6.7% | 24,350 | +11.7% | 0.02% | +10.5% |
| Q1 2015 | $1,080,000 | +20.8% | 21,809 | +21.6% | 0.02% | +46.2% |
| Q4 2014 | $894,000 | +47.5% | 17,937 | +53.0% | 0.01% | +44.4% |
| Q3 2014 | $606,000 | -18.3% | 11,722 | -1.1% | 0.01% | -18.2% |
| Q2 2014 | $742,000 | -14.9% | 11,850 | +0.0% | 0.01% | -15.4% |
| Q1 2014 | $872,000 | +11.7% | 11,848 | -1.2% | 0.01% | +8.3% |
| Q4 2013 | $781,000 | +24.8% | 11,987 | -1.5% | 0.01% | +20.0% |
| Q3 2013 | $626,000 | +17.7% | 12,165 | -0.5% | 0.01% | +11.1% |
| Q2 2013 | $532,000 | – | 12,229 | – | 0.01% | – |
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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% |