WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 216 filers reported holding WADDELL & REED FINL INC in Q3 2020. The put-call ratio across all filers is 0.44 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $18,140,000 | -41.9% | 712,200 | -65.7% | 0.01% | -74.0% |
| Q3 2020 | $31,246,000 | +15.4% | 2,076,179 | +18.9% | 0.05% | +2.0% |
| Q2 2020 | $27,074,000 | +2604.7% | 1,745,563 | +1954.8% | 0.05% | +2350.0% |
| Q1 2020 | $1,001,000 | -14.0% | 84,949 | +22.0% | 0.00% | 0.0% |
| Q4 2019 | $1,164,000 | -0.9% | 69,622 | +3.4% | 0.00% | 0.0% |
| Q3 2019 | $1,174,000 | +53.1% | 67,355 | +46.5% | 0.00% | +100.0% |
| Q2 2019 | $767,000 | +178.9% | 45,988 | +189.2% | 0.00% | – |
| Q1 2019 | $275,000 | -93.9% | 15,900 | -93.6% | 0.00% | -100.0% |
| Q4 2018 | $4,526,000 | -4.0% | 250,286 | +12.4% | 0.01% | 0.0% |
| Q3 2018 | $4,716,000 | -84.9% | 222,691 | -87.2% | 0.01% | -85.5% |
| Q2 2018 | $31,253,000 | -7.3% | 1,744,999 | +4.6% | 0.06% | -5.2% |
| Q1 2018 | $33,709,000 | -27.3% | 1,667,899 | -19.7% | 0.06% | -23.7% |
| Q4 2017 | $46,383,000 | -13.6% | 2,076,233 | -23.0% | 0.08% | -18.3% |
| Q3 2017 | $53,660,000 | -4.5% | 2,697,833 | -7.9% | 0.09% | -7.9% |
| Q2 2017 | $56,209,000 | -23.6% | 2,930,633 | -32.3% | 0.10% | +53.0% |
| Q1 2017 | $73,604,000 | +116.8% | 4,329,666 | +148.8% | 0.07% | +1.5% |
| Q4 2016 | $33,946,000 | +18.2% | 1,739,948 | +10.0% | 0.06% | +20.4% |
| Q3 2016 | $28,713,000 | +29.9% | 1,581,124 | +23.1% | 0.05% | +22.7% |
| Q2 2016 | $22,112,000 | -26.5% | 1,284,085 | +0.9% | 0.04% | -29.0% |
| Q1 2016 | $30,087,000 | -6.8% | 1,272,685 | +13.0% | 0.06% | -7.5% |
| Q4 2015 | $32,265,000 | -43.3% | 1,125,785 | -31.3% | 0.07% | -44.2% |
| Q3 2015 | $56,954,000 | -26.2% | 1,638,018 | +0.1% | 0.12% | -21.1% |
| Q2 2015 | $77,136,000 | +27.6% | 1,637,018 | +34.4% | 0.15% | +28.8% |
| Q1 2015 | $60,434,000 | +491.2% | 1,218,438 | +493.8% | 0.12% | +490.0% |
| Q4 2014 | $10,222,000 | -99.9% | 205,177 | +17.3% | 0.02% | +66.7% |
| Q3 2014 | $9,043,631,000 | -13.4% | 174,959 | +4.9% | 0.01% | -7.7% |
| Q2 2014 | $10,441,577,000 | -35.5% | 166,825 | -24.1% | 0.01% | -27.8% |
| Q1 2014 | $16,183,517,000 | -17.9% | 219,825 | -27.3% | 0.02% | -28.0% |
| Q4 2013 | $19,701,600,000 | -54.0% | 302,543 | -63.7% | 0.02% | -76.0% |
| Q3 2013 | $42,849,018,000 | +29.4% | 832,343 | +9.4% | 0.10% | +18.2% |
| Q2 2013 | $33,109,677,000 | – | 761,142 | – | 0.09% | – |
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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% |