WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 334 filers reported holding WADDELL & REED FINL INC in Q2 2014. The put-call ratio across all filers is 1.67 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $1,604,000 | +75.7% | 79,937 | +65.4% | 0.01% | +50.0% |
| Q2 2017 | $913,000 | -71.0% | 48,332 | -73.9% | 0.00% | -69.2% |
| Q1 2017 | $3,150,000 | -14.0% | 185,316 | -1.3% | 0.01% | -13.3% |
| Q4 2016 | $3,664,000 | +5.5% | 187,825 | -1.8% | 0.02% | 0.0% |
| Q3 2016 | $3,473,000 | +29.6% | 191,268 | +22.9% | 0.02% | +25.0% |
| Q2 2016 | $2,680,000 | -48.6% | 155,610 | -29.8% | 0.01% | -47.8% |
| Q1 2016 | $5,216,000 | -16.1% | 221,571 | +2.1% | 0.02% | -14.8% |
| Q4 2015 | $6,217,000 | +4.9% | 216,922 | +27.3% | 0.03% | 0.0% |
| Q3 2015 | $5,924,000 | -27.3% | 170,368 | -1.1% | 0.03% | -18.2% |
| Q2 2015 | $8,151,000 | -7.6% | 172,299 | -3.2% | 0.03% | -8.3% |
| Q1 2015 | $8,820,000 | -0.7% | 178,036 | -0.2% | 0.04% | -5.3% |
| Q4 2014 | $8,886,000 | -1.8% | 178,354 | +1.9% | 0.04% | 0.0% |
| Q3 2014 | $9,046,000 | -16.9% | 175,006 | +0.6% | 0.04% | -13.6% |
| Q2 2014 | $10,883,000 | -15.4% | 173,882 | -0.4% | 0.04% | -25.4% |
| Q1 2014 | $12,857,000 | +10.2% | 174,637 | -2.5% | 0.06% | +20.4% |
| Q4 2013 | $11,662,000 | +24.9% | 179,089 | -1.3% | 0.05% | +16.7% |
| Q3 2013 | $9,339,000 | +20.1% | 181,418 | +1.5% | 0.04% | +2.4% |
| Q2 2013 | $7,776,000 | – | 178,749 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HAHN CAPITAL MANAGEMENT LLC | 368,823 | $23,084,654,000 | 3.05% |
| HERNDON CAPITAL MANAGEMENT LLC | 3,318,544 | $207,707,669,000 | 2.61% |
| NEW AMSTERDAM PARTNERS LLC/NY | 522,883 | $32,727,000 | 2.13% |
| Jupiter Investment Management Ltd | 404,786 | $25,335,000 | 1.42% |
| Monarch Partners Asset Management LLC | 76,399 | $4,782,000 | 1.25% |
| TIVERTON ASSET MANAGEMENT LLC | 800,000 | $50,075,000 | 1.12% |
| PINNACLE ASSOCIATES LTD | 730,376 | $45,714,000 | 0.89% |
| AJO, LP | 2,789,020 | $174,565,000 | 0.75% |
| HERMES INVESTMENT MANAGEMENT LTD | 430,204 | $26,926,000 | 0.74% |
| GRIMES & COMPANY, INC. | 43,624 | $2,730,000 | 0.72% |