WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 306 filers reported holding WADDELL & REED FINL INC in Q3 2014. The put-call ratio across all filers is 0.28 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% | – |
Download | ||||||
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% |