WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $879,000 | +128.3% | 59,237 | +138.9% | 0.02% | +214.3% |
| Q2 2020 | $385,000 | -51.8% | 24,796 | -48.1% | 0.01% | -41.7% |
| Q4 2019 | $799,000 | +29.9% | 47,746 | +33.4% | 0.01% | -7.7% |
| Q3 2019 | $615,000 | -23.4% | 35,788 | -25.7% | 0.01% | -7.1% |
| Q2 2019 | $803,000 | +97.3% | 48,190 | +104.6% | 0.01% | +40.0% |
| Q1 2019 | $407,000 | +57.1% | 23,555 | +64.6% | 0.01% | +25.0% |
| Q4 2018 | $259,000 | -62.4% | 14,313 | -56.0% | 0.01% | -38.5% |
| Q3 2018 | $688,000 | -92.0% | 32,500 | -92.3% | 0.01% | -90.4% |
| Q1 2018 | $8,565,000 | +1397.4% | 423,807 | +1556.3% | 0.14% | +1587.5% |
| Q4 2017 | $572,000 | +108.0% | 25,587 | +86.6% | 0.01% | +100.0% |
| Q3 2017 | $275,000 | -58.6% | 13,714 | -61.0% | 0.00% | -50.0% |
| Q2 2017 | $664,000 | -2.5% | 35,134 | -12.3% | 0.01% | 0.0% |
| Q1 2017 | $681,000 | -2.9% | 40,061 | +11.5% | 0.01% | +14.3% |
| Q4 2016 | $701,000 | +49.1% | 35,927 | +39.0% | 0.01% | +16.7% |
| Q3 2016 | $470,000 | -59.5% | 25,843 | -61.7% | 0.01% | -53.8% |
| Q2 2016 | $1,161,000 | +108.4% | 67,433 | +185.0% | 0.01% | +44.4% |
| Q1 2016 | $557,000 | -57.6% | 23,664 | -48.4% | 0.01% | -74.3% |
| Q4 2015 | $1,313,000 | +26.7% | 45,843 | +53.6% | 0.04% | +45.8% |
| Q3 2015 | $1,036,000 | -9.0% | 29,840 | +24.0% | 0.02% | +9.1% |
| Q2 2015 | $1,139,000 | +261.6% | 24,064 | +278.3% | 0.02% | +144.4% |
| Q1 2015 | $315,000 | -79.1% | 6,361 | -79.0% | 0.01% | -86.2% |
| Q4 2014 | $1,508,000 | +51.4% | 30,274 | +97.8% | 0.06% | +30.0% |
| Q4 2013 | $996,000 | +106.6% | 15,306 | +38.2% | 0.05% | +85.2% |
| Q2 2013 | $482,000 | – | 11,077 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kellner Capital, LLC | 364,958 | $9,142,000 | 3.32% |
| ALPINE ASSOCIATES MANAGEMENT INC. | 1,970,010 | $49,348,000 | 1.34% |
| Chicago Capital Management, LLC | 101,877 | $2,552,000 | 1.19% |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | 427,580 | $10,711,000 | 1.10% |
| Weather Gauge Advisory, LLC | 35,549 | $890,000 | 1.05% |
| Burgundy Asset Management Ltd. | 3,353,441 | $84,004,000 | 0.86% |
| SPRING CREEK CAPITAL LLC | 562,291 | $14,085,000 | 0.61% |
| AQR Arbitrage LLC | 630,797 | $15,801,000 | 0.57% |
| NEXPOINT ASSET MANAGEMENT, L.P. | 81,954 | $2,053,000 | 0.54% |
| Factorial Partners, LLC | 755,450 | $755,450,000 | 0.52% |