WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $203,000 | +20.1% | 7,958 | -21.3% | 0.04% | +22.6% |
| Q4 2019 | $169,000 | -31.9% | 10,108 | -30.1% | 0.03% | -38.0% |
| Q3 2019 | $248,000 | -39.2% | 14,458 | -40.9% | 0.05% | -38.3% |
| Q2 2019 | $408,000 | -4.2% | 24,458 | -0.8% | 0.08% | -8.0% |
| Q1 2019 | $426,000 | -5.1% | 24,658 | -0.6% | 0.09% | -12.0% |
| Q4 2018 | $449,000 | -15.3% | 24,808 | -0.8% | 0.10% | 0.0% |
| Q3 2018 | $530,000 | +17.0% | 25,008 | -0.8% | 0.10% | +9.9% |
| Q2 2018 | $453,000 | -23.5% | 25,208 | -13.9% | 0.09% | -23.5% |
| Q1 2018 | $592,000 | -15.3% | 29,283 | -6.4% | 0.12% | -11.2% |
| Q4 2017 | $699,000 | +11.0% | 31,283 | -0.3% | 0.13% | +4.7% |
| Q3 2017 | $630,000 | -3.4% | 31,383 | -9.2% | 0.13% | -3.8% |
| Q2 2017 | $652,000 | +10.5% | 34,558 | -0.4% | 0.13% | +7.3% |
| Q1 2017 | $590,000 | -13.2% | 34,708 | -0.4% | 0.12% | -16.2% |
| Q4 2016 | $680,000 | +7.4% | 34,858 | 0.0% | 0.15% | +4.2% |
| Q3 2016 | $633,000 | +5.3% | 34,858 | -0.1% | 0.14% | +2.9% |
| Q2 2016 | $601,000 | -27.1% | 34,908 | -0.3% | 0.14% | -29.2% |
| Q1 2016 | $824,000 | -17.8% | 35,008 | 0.0% | 0.20% | -14.1% |
| Q4 2015 | $1,003,000 | -17.6% | 35,008 | 0.0% | 0.23% | -20.1% |
| Q3 2015 | $1,217,000 | -26.5% | 35,008 | 0.0% | 0.28% | -17.7% |
| Q2 2015 | $1,656,000 | -4.5% | 35,008 | 0.0% | 0.34% | -1.4% |
| Q1 2015 | $1,734,000 | -0.6% | 35,008 | 0.0% | 0.35% | +0.6% |
| Q4 2014 | $1,744,000 | -3.6% | 35,008 | 0.0% | 0.35% | -7.7% |
| Q3 2014 | $1,810,000 | -17.4% | 35,008 | 0.0% | 0.38% | -15.8% |
| Q2 2014 | $2,191,000 | -15.0% | 35,008 | 0.0% | 0.45% | -18.4% |
| Q1 2014 | $2,577,000 | +13.0% | 35,008 | 0.0% | 0.55% | +14.6% |
| Q4 2013 | $2,280,000 | +26.5% | 35,008 | 0.0% | 0.48% | +14.9% |
| Q3 2013 | $1,802,000 | +18.3% | 35,008 | 0.0% | 0.42% | +13.3% |
| Q2 2013 | $1,523,000 | – | 35,008 | – | 0.37% | – |
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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% |