WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 250 filers reported holding WADDELL & REED FINL INC in Q3 2018. The put-call ratio across all filers is 0.37 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $8,467,000 | -4.1% | 338,000 | -2.5% | 0.16% | -15.5% |
| Q4 2020 | $8,830,000 | +53.2% | 346,700 | -10.7% | 0.19% | +41.7% |
| Q3 2020 | $5,765,000 | +2.6% | 388,200 | +7.2% | 0.13% | +15.8% |
| Q2 2020 | $5,618,000 | +37.2% | 362,200 | +0.7% | 0.11% | +21.3% |
| Q1 2020 | $4,095,000 | -40.2% | 359,800 | -12.2% | 0.09% | +2.2% |
| Q4 2019 | $6,852,000 | -8.3% | 409,800 | -5.7% | 0.09% | -10.7% |
| Q3 2019 | $7,470,000 | +3.1% | 434,800 | 0.0% | 0.10% | +10.8% |
| Q2 2019 | $7,248,000 | -3.6% | 434,800 | 0.0% | 0.09% | -1.1% |
| Q1 2019 | $7,518,000 | +1.2% | 434,800 | +5.8% | 0.09% | -5.1% |
| Q4 2018 | $7,427,000 | +277.0% | 410,800 | +341.7% | 0.10% | +421.1% |
| Q3 2018 | $1,970,000 | -17.6% | 93,000 | -30.1% | 0.02% | -20.8% |
| Q2 2018 | $2,390,000 | -11.1% | 133,000 | 0.0% | 0.02% | -17.2% |
| Q1 2018 | $2,688,000 | -9.5% | 133,000 | 0.0% | 0.03% | -9.4% |
| Q4 2017 | $2,971,000 | +11.3% | 133,000 | 0.0% | 0.03% | +6.7% |
| Q3 2017 | $2,669,000 | – | 133,000 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HAHN CAPITAL MANAGEMENT LLC | 368,823 | $23,084,654,000 | 3.05% |
| HERNDON CAPITAL MANAGEMENT LLC | 3,318,544 | $207,707,669,000 | 2.61% |
| NEW AMSTERDAM PARTNERS LLC/NY | 522,883 | $32,727,000 | 2.13% |
| Jupiter Investment Management Ltd | 404,786 | $25,335,000 | 1.42% |
| Monarch Partners Asset Management LLC | 76,399 | $4,782,000 | 1.25% |
| TIVERTON ASSET MANAGEMENT LLC | 800,000 | $50,075,000 | 1.12% |
| PINNACLE ASSOCIATES LTD | 730,376 | $45,714,000 | 0.89% |
| AJO, LP | 2,789,020 | $174,565,000 | 0.75% |
| HERMES INVESTMENT MANAGEMENT LTD | 430,204 | $26,926,000 | 0.74% |
| GRIMES & COMPANY, INC. | 43,624 | $2,730,000 | 0.72% |