WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2016 | $1,233,000 | -12.9% | 52,377 | +6.0% | 0.06% | -13.0% |
| Q4 2015 | $1,416,000 | +89.3% | 49,424 | +129.7% | 0.07% | +81.6% |
| Q3 2015 | $748,000 | -25.7% | 21,519 | +1.1% | 0.04% | -17.4% |
| Q2 2015 | $1,007,000 | -7.0% | 21,289 | -2.6% | 0.05% | +4.5% |
| Q1 2015 | $1,083,000 | +115.7% | 21,852 | +172.2% | 0.04% | +109.5% |
| Q2 2014 | $502,000 | -14.3% | 8,027 | +0.8% | 0.02% | -16.0% |
| Q1 2014 | $586,000 | +29.4% | 7,962 | +14.6% | 0.02% | +25.0% |
| Q4 2013 | $453,000 | – | 6,950 | – | 0.02% | – |
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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% |