WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 250 filers reported holding WADDELL & REED FINL INC in Q3 2018. The put-call ratio across all filers is 0.37 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $311,000 | -19.4% | 20,965 | -15.7% | 0.00% | -100.0% |
| Q2 2020 | $386,000 | +35.0% | 24,862 | -1.2% | 0.00% | – |
| Q1 2020 | $286,000 | -90.2% | 25,154 | -85.6% | 0.00% | -100.0% |
| Q4 2019 | $2,912,000 | -2.5% | 174,191 | +0.1% | 0.00% | 0.0% |
| Q3 2019 | $2,988,000 | -1.9% | 173,954 | -4.8% | 0.00% | 0.0% |
| Q2 2019 | $3,045,000 | -11.3% | 182,642 | -8.0% | 0.00% | -20.0% |
| Q1 2019 | $3,434,000 | +2.7% | 198,613 | +7.4% | 0.01% | -16.7% |
| Q4 2018 | $3,343,000 | -18.6% | 184,876 | -4.6% | 0.01% | 0.0% |
| Q3 2018 | $4,106,000 | +13.9% | 193,883 | -3.4% | 0.01% | 0.0% |
| Q2 2018 | $3,606,000 | -10.2% | 200,644 | +1.0% | 0.01% | -14.3% |
| Q1 2018 | $4,014,000 | -49.6% | 198,622 | -44.3% | 0.01% | -53.3% |
| Q4 2017 | $7,960,000 | +10.2% | 356,310 | -0.9% | 0.02% | +7.1% |
| Q3 2017 | $7,220,000 | +2.9% | 359,722 | -3.2% | 0.01% | -6.7% |
| Q2 2017 | $7,018,000 | +17.2% | 371,714 | +5.6% | 0.02% | +7.1% |
| Q1 2017 | $5,986,000 | -9.8% | 352,116 | +3.6% | 0.01% | -17.6% |
| Q4 2016 | $6,633,000 | +107.2% | 339,959 | +92.9% | 0.02% | +88.9% |
| Q3 2016 | $3,201,000 | +191.8% | 176,259 | +458.5% | 0.01% | +125.0% |
| Q3 2015 | $1,097,000 | -21.6% | 31,562 | +6.6% | 0.00% | -20.0% |
| Q2 2015 | $1,400,000 | -39.1% | 29,597 | -33.4% | 0.01% | -61.5% |
| Q3 2014 | $2,299,000 | -16.3% | 44,473 | +1.3% | 0.01% | -23.5% |
| Q2 2014 | $2,748,000 | -33.7% | 43,898 | -22.1% | 0.02% | -39.3% |
| Q1 2014 | $4,147,000 | +16.8% | 56,326 | +3.3% | 0.03% | +3.7% |
| Q4 2013 | $3,549,000 | +29.1% | 54,504 | +2.0% | 0.03% | +12.5% |
| Q3 2013 | $2,750,000 | +44.7% | 53,413 | +22.2% | 0.02% | +33.3% |
| Q2 2013 | $1,901,000 | – | 43,693 | – | 0.02% | – |
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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% |