WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 226 filers reported holding WADDELL & REED FINL INC in Q4 2020. The put-call ratio across all filers is 0.18 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $644,000 | +0.3% | 25,701 | +2.0% | 0.01% | 0.0% |
| Q4 2020 | $642,000 | +61.3% | 25,201 | -6.1% | 0.01% | +33.3% |
| Q3 2020 | $398,000 | -8.7% | 26,832 | -4.6% | 0.01% | 0.0% |
| Q2 2020 | $436,000 | +36.2% | 28,132 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $320,000 | -35.2% | 28,132 | -4.7% | 0.01% | -14.3% |
| Q4 2019 | $494,000 | -3.7% | 29,532 | -1.0% | 0.01% | 0.0% |
| Q3 2019 | $513,000 | +1.2% | 29,832 | -2.0% | 0.01% | 0.0% |
| Q2 2019 | $507,000 | -3.2% | 30,432 | +0.3% | 0.01% | 0.0% |
| Q1 2019 | $524,000 | -2.6% | 30,332 | +1.8% | 0.01% | -12.5% |
| Q4 2018 | $538,000 | +9.3% | 29,784 | +2.9% | 0.01% | -20.0% |
| Q1 2017 | $492,000 | -11.7% | 28,934 | +1.4% | 0.01% | -16.7% |
| Q4 2016 | $557,000 | +7.5% | 28,534 | 0.0% | 0.01% | +9.1% |
| Q3 2016 | $518,000 | +7.5% | 28,534 | +2.0% | 0.01% | 0.0% |
| Q2 2016 | $482,000 | -25.0% | 27,972 | +2.4% | 0.01% | -26.7% |
| Q1 2016 | $643,000 | -14.5% | 27,309 | +4.1% | 0.02% | -16.7% |
| Q4 2015 | $752,000 | -17.5% | 26,235 | 0.0% | 0.02% | -21.7% |
| Q3 2015 | $912,000 | -26.0% | 26,235 | +0.8% | 0.02% | -20.7% |
| Q2 2015 | $1,232,000 | -3.0% | 26,035 | +1.6% | 0.03% | 0.0% |
| Q1 2015 | $1,270,000 | +3.1% | 25,635 | +3.6% | 0.03% | 0.0% |
| Q4 2014 | $1,232,000 | -4.0% | 24,735 | -0.4% | 0.03% | -9.4% |
| Q3 2014 | $1,284,000 | -16.7% | 24,835 | +0.8% | 0.03% | -15.8% |
| Q2 2014 | $1,542,000 | -14.0% | 24,635 | +1.2% | 0.04% | -19.1% |
| Q1 2014 | $1,792,000 | +14.0% | 24,335 | +0.8% | 0.05% | +11.9% |
| Q4 2013 | $1,572,000 | +66.5% | 24,135 | +31.6% | 0.04% | +10.5% |
| Q3 2013 | $944,000 | +18.3% | 18,335 | 0.0% | 0.04% | +11.8% |
| Q2 2013 | $798,000 | – | 18,335 | – | 0.03% | – |
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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% |