WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 256 filers reported holding WADDELL & REED FINL INC in Q1 2016. The put-call ratio across all filers is 1.34 and the average weighting 0.1%.
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 ↓ |
|---|---|---|---|
| HAHN CAPITAL MANAGEMENT LLC | 441,364 | $22,721,419,000 | 3.06% |
| HERNDON CAPITAL MANAGEMENT LLC | 3,814,134 | $196,351,618,000 | 2.58% |
| NEW AMSTERDAM PARTNERS LLC/NY | 1,065,942 | $54,874,000 | 1.83% |
| Channing Capital Management, LLC | 425,495 | $21,904,000 | 1.61% |
| HERMES INVESTMENT MANAGEMENT LTD | 853,827 | $43,955,000 | 1.48% |
| TIVERTON ASSET MANAGEMENT LLC | 950,000 | $48,906,000 | 1.18% |
| STERNE AGEE GROUP, INC. | 55,339 | $2,849,000 | 1.10% |
| LOMBARDIA CAPITAL PARTNERS LLC | 563,530 | $29,011,000 | 0.94% |
| PINNACLE ASSOCIATES LTD | 832,595 | $42,862,000 | 0.89% |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 1,449,350 | $74,613,000 | 0.87% |