WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $613,000 | +6.2% | 30,540 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $577,000 | +38.0% | 30,540 | +24.2% | 0.01% | +33.3% |
| Q1 2017 | $418,000 | 0.0% | 24,590 | +14.9% | 0.01% | 0.0% |
| Q4 2016 | $418,000 | -5.6% | 21,410 | -12.3% | 0.01% | -14.3% |
| Q3 2016 | $443,000 | +21.7% | 24,420 | +15.4% | 0.01% | +16.7% |
| Q2 2016 | $364,000 | -7.8% | 21,160 | +26.0% | 0.01% | 0.0% |
| Q1 2016 | $395,000 | +25.0% | 16,790 | +52.4% | 0.01% | +20.0% |
| Q4 2015 | $316,000 | -20.8% | 11,020 | -4.0% | 0.01% | -28.6% |
| Q3 2015 | $399,000 | -19.2% | 11,480 | +10.0% | 0.01% | -12.5% |
| Q2 2015 | $494,000 | -8.3% | 10,440 | -4.0% | 0.01% | 0.0% |
| Q1 2015 | $539,000 | +1.5% | 10,880 | +2.1% | 0.01% | 0.0% |
| Q4 2014 | $531,000 | +10.4% | 10,660 | +14.6% | 0.01% | 0.0% |
| Q3 2014 | $481,000 | +6.4% | 9,300 | +28.8% | 0.01% | +14.3% |
| Q2 2014 | $452,000 | +2.3% | 7,220 | -15.9% | 0.01% | 0.0% |
| Q3 2013 | $442,000 | -19.2% | 8,590 | -31.7% | 0.01% | -22.2% |
| Q2 2013 | $547,000 | – | 12,575 | – | 0.01% | – |
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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% |