WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $1,287,000 | +36.3% | 82,975 | 0.0% | 0.02% | +25.0% |
| Q1 2020 | $944,000 | +333.0% | 82,975 | +536.0% | 0.01% | +500.0% |
| Q4 2019 | $218,000 | -91.2% | 13,047 | -91.0% | 0.00% | -92.0% |
| Q3 2019 | $2,488,000 | +2.2% | 144,805 | -0.8% | 0.02% | +13.6% |
| Q2 2019 | $2,434,000 | -5.4% | 146,038 | -1.9% | 0.02% | -4.3% |
| Q1 2019 | $2,573,000 | -4.4% | 148,836 | -0.0% | 0.02% | -8.0% |
| Q4 2018 | $2,692,000 | -14.4% | 148,872 | +0.3% | 0.02% | -3.8% |
| Q3 2018 | $3,145,000 | +32.5% | 148,492 | +12.4% | 0.03% | +23.8% |
| Q2 2018 | $2,373,000 | -10.3% | 132,052 | +0.9% | 0.02% | -8.7% |
| Q1 2018 | $2,645,000 | +36.0% | 130,855 | +50.3% | 0.02% | +35.3% |
| Q4 2017 | $1,945,000 | -11.9% | 87,084 | -20.9% | 0.02% | -10.5% |
| Q3 2017 | $2,208,000 | -27.9% | 110,035 | -32.2% | 0.02% | -29.6% |
| Q2 2017 | $3,062,000 | -22.1% | 162,205 | -29.8% | 0.03% | -25.0% |
| Q1 2017 | $3,930,000 | +12.1% | 231,185 | +28.6% | 0.04% | +9.1% |
| Q4 2016 | $3,506,000 | +10.9% | 179,716 | +3.3% | 0.03% | +17.9% |
| Q3 2016 | $3,161,000 | +5.9% | 174,053 | +0.4% | 0.03% | +7.7% |
| Q2 2016 | $2,986,000 | +0.7% | 173,386 | +37.7% | 0.03% | 0.0% |
| Q1 2016 | $2,965,000 | -42.1% | 125,941 | -29.5% | 0.03% | -39.5% |
| Q4 2015 | $5,121,000 | -21.4% | 178,664 | -4.6% | 0.04% | -25.9% |
| Q3 2015 | $6,513,000 | -26.6% | 187,330 | -0.1% | 0.06% | -21.6% |
| Q2 2015 | $8,871,000 | -4.6% | 187,516 | -0.1% | 0.07% | -3.9% |
| Q1 2015 | $9,295,000 | -0.7% | 187,628 | -0.1% | 0.08% | 0.0% |
| Q4 2014 | $9,359,000 | -47.3% | 187,860 | -45.3% | 0.08% | -45.0% |
| Q3 2014 | $17,768,000 | -19.0% | 343,748 | -1.9% | 0.14% | -18.1% |
| Q2 2014 | $21,934,000 | -14.9% | 350,435 | +0.1% | 0.17% | -18.2% |
| Q1 2014 | $25,779,000 | +13.0% | 350,160 | -0.0% | 0.21% | +14.8% |
| Q4 2013 | $22,809,000 | +16.5% | 350,260 | -7.9% | 0.18% | +9.0% |
| Q3 2013 | $19,572,000 | +18.4% | 380,185 | +0.0% | 0.17% | +16.0% |
| Q2 2013 | $16,534,000 | – | 380,085 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VALLEY NATIONAL ADVISERS INC | 64,630 | $4,209,000 | 3.17% |
| HAHN CAPITAL MANAGEMENT LLC | 435,125 | $21,677,921,000 | 2.47% |
| HERNDON CAPITAL MANAGEMENT LLC | 3,184,704 | $158,662,000 | 2.16% |
| Monarch Partners Asset Management LLC | 164,172 | $8,179,000 | 1.78% |
| First Allied Asset Management, Inc. | 157,741 | $7,876,000 | 1.10% |
| Alpine Partners USVI, LLC | 6,108 | $304,000 | 1.01% |
| MIDAS MANAGEMENT CORP | 33,000 | $1,644,000 | 0.86% |
| Jupiter Investment Management Ltd | 475,996 | $23,714,000 | 0.84% |
| TIVERTON ASSET MANAGEMENT LLC | 800,000 | $39,858,000 | 0.83% |
| Lombard Odier Asset Management (Europe) Ltd | 71,288 | $3,569,000 | 0.78% |