WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 218 filers reported holding WADDELL & REED FINL INC in Q3 2017. The put-call ratio across all filers is 0.62 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $323,000 | -6.1% | 20,830 | -31.1% | 0.02% | -19.0% |
| Q1 2020 | $344,000 | -41.2% | 30,235 | -13.5% | 0.02% | -8.7% |
| Q4 2019 | $585,000 | -61.9% | 34,960 | -60.9% | 0.02% | -66.7% |
| Q3 2019 | $1,534,000 | -12.9% | 89,304 | -15.5% | 0.07% | 0.0% |
| Q2 2019 | $1,762,000 | -32.4% | 105,697 | -29.9% | 0.07% | -22.5% |
| Q1 2019 | $2,606,000 | -38.1% | 150,724 | -35.3% | 0.09% | -31.0% |
| Q4 2018 | $4,209,000 | -27.3% | 232,814 | -14.8% | 0.13% | -7.9% |
| Q3 2018 | $5,790,000 | +5.7% | 273,362 | -10.3% | 0.14% | +4.5% |
| Q2 2018 | $5,478,000 | -8.9% | 304,848 | +2.5% | 0.13% | +0.8% |
| Q1 2018 | $6,013,000 | +5.8% | 297,535 | +16.9% | 0.13% | +16.7% |
| Q4 2017 | $5,685,000 | +41.0% | 254,459 | +26.6% | 0.11% | +39.0% |
| Q3 2017 | $4,033,000 | -3.3% | 200,951 | -9.1% | 0.08% | +6.5% |
| Q2 2017 | $4,172,000 | +85.3% | 220,963 | +66.9% | 0.08% | +92.5% |
| Q1 2017 | $2,251,000 | -15.6% | 132,430 | -3.1% | 0.04% | -4.8% |
| Q4 2016 | $2,667,000 | -42.1% | 136,689 | -46.1% | 0.04% | -35.4% |
| Q3 2016 | $4,609,000 | -10.6% | 253,794 | -15.2% | 0.06% | -7.1% |
| Q2 2016 | $5,155,000 | -12.4% | 299,378 | +19.7% | 0.07% | -5.4% |
| Q1 2016 | $5,888,000 | +13.8% | 250,154 | +38.5% | 0.07% | +29.8% |
| Q4 2015 | $5,175,000 | -37.8% | 180,582 | -24.6% | 0.06% | -35.2% |
| Q3 2015 | $8,323,000 | -23.1% | 239,394 | +4.6% | 0.09% | -5.4% |
| Q2 2015 | $10,826,000 | +14.5% | 228,851 | +19.9% | 0.09% | +24.0% |
| Q1 2015 | $9,452,000 | -2.0% | 190,812 | -1.4% | 0.08% | +5.6% |
| Q4 2014 | $9,643,000 | -17.6% | 193,558 | -14.5% | 0.07% | -16.5% |
| Q3 2014 | $11,704,000 | -53.5% | 226,432 | -43.7% | 0.08% | -50.6% |
| Q2 2014 | $25,164,000 | -10.1% | 402,049 | +5.7% | 0.17% | -10.4% |
| Q1 2014 | $27,992,000 | +12.0% | 380,228 | -1.0% | 0.19% | +4.9% |
| Q4 2013 | $24,999,000 | -1.3% | 383,899 | -22.0% | 0.18% | -9.0% |
| Q3 2013 | $25,325,000 | +99.6% | 491,946 | +68.7% | 0.20% | +84.4% |
| Q2 2013 | $12,685,000 | – | 291,632 | – | 0.11% | – |
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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% |