WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 252 filers reported holding WADDELL & REED FINL INC in Q4 2016. The put-call ratio across all filers is 0.48 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $858,000 | +10.1% | 43,965 | +2.5% | 0.00% | 0.0% |
| Q3 2016 | $779,000 | +104.5% | 42,896 | +94.0% | 0.00% | – |
| Q2 2016 | $381,000 | -83.7% | 22,109 | -77.8% | 0.00% | -100.0% |
| Q1 2016 | $2,343,000 | -14.7% | 99,519 | +3.9% | 0.00% | -33.3% |
| Q4 2015 | $2,746,000 | +309.9% | 95,818 | +397.2% | 0.00% | +200.0% |
| Q3 2015 | $670,000 | +13.9% | 19,271 | +55.0% | 0.00% | 0.0% |
| Q2 2015 | $588,000 | -3.9% | 12,433 | +0.6% | 0.00% | 0.0% |
| Q1 2015 | $612,000 | -0.6% | 12,358 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $616,000 | -5.1% | 12,358 | -1.6% | 0.00% | 0.0% |
| Q3 2014 | $649,000 | -18.8% | 12,563 | -1.6% | 0.00% | 0.0% |
| Q2 2014 | $799,000 | -15.0% | 12,762 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $940,000 | +12.0% | 12,762 | -0.9% | 0.00% | 0.0% |
| Q4 2013 | $839,000 | +1.1% | 12,879 | -20.1% | 0.00% | 0.0% |
| Q3 2013 | $830,000 | +60.2% | 16,116 | +35.4% | 0.00% | 0.0% |
| Q2 2013 | $518,000 | – | 11,899 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VALLEY NATIONAL ADVISERS INC | 64,630 | $4,209,000 | 3.17% |
| HAHN CAPITAL MANAGEMENT LLC | 435,125 | $21,677,921,000 | 2.47% |
| HERNDON CAPITAL MANAGEMENT LLC | 3,184,704 | $158,662,000 | 2.16% |
| Monarch Partners Asset Management LLC | 164,172 | $8,179,000 | 1.78% |
| First Allied Asset Management, Inc. | 157,741 | $7,876,000 | 1.10% |
| Alpine Partners USVI, LLC | 6,108 | $304,000 | 1.01% |
| MIDAS MANAGEMENT CORP | 33,000 | $1,644,000 | 0.86% |
| Jupiter Investment Management Ltd | 475,996 | $23,714,000 | 0.84% |
| TIVERTON ASSET MANAGEMENT LLC | 800,000 | $39,858,000 | 0.83% |
| Lombard Odier Asset Management (Europe) Ltd | 71,288 | $3,569,000 | 0.78% |