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 | $2,957,000 | -78.5% | 118,057 | -78.2% | 0.00% | -77.8% |
| Q4 2020 | $13,781,000 | +157.0% | 541,075 | +49.8% | 0.02% | +100.0% |
| Q3 2020 | $5,363,000 | -16.6% | 361,145 | -12.9% | 0.01% | -18.2% |
| Q2 2020 | $6,434,000 | -10.3% | 414,800 | -34.2% | 0.01% | -31.2% |
| Q1 2020 | $7,170,000 | -35.0% | 630,088 | -4.5% | 0.02% | -15.8% |
| Q4 2019 | $11,030,000 | +2.4% | 659,693 | +5.2% | 0.02% | -5.0% |
| Q3 2019 | $10,776,000 | +8.0% | 627,221 | +4.8% | 0.02% | +5.3% |
| Q2 2019 | $9,980,000 | +8.6% | 598,697 | +12.6% | 0.02% | +5.6% |
| Q1 2019 | $9,189,000 | +2.5% | 531,479 | +7.2% | 0.02% | -14.3% |
| Q4 2018 | $8,967,000 | +8.2% | 495,941 | +26.8% | 0.02% | +40.0% |
| Q3 2018 | $8,285,000 | +40.9% | 391,187 | +19.5% | 0.02% | +25.0% |
| Q2 2018 | $5,882,000 | -7.2% | 327,347 | +4.4% | 0.01% | -20.0% |
| Q1 2018 | $6,340,000 | -49.6% | 313,688 | -44.3% | 0.02% | -50.0% |
| Q4 2017 | $12,585,000 | +15.7% | 563,330 | +3.9% | 0.03% | +7.1% |
| Q3 2017 | $10,878,000 | +7.4% | 542,018 | +1.1% | 0.03% | +3.7% |
| Q2 2017 | $10,124,000 | -6.7% | 536,226 | -16.0% | 0.03% | -10.0% |
| Q1 2017 | $10,855,000 | +25.3% | 638,521 | +43.8% | 0.03% | +15.4% |
| Q4 2016 | $8,662,000 | -0.6% | 443,959 | -7.5% | 0.03% | 0.0% |
| Q3 2016 | $8,716,000 | -27.5% | 479,979 | -31.3% | 0.03% | -31.6% |
| Q2 2016 | $12,026,000 | -44.6% | 698,388 | -24.3% | 0.04% | -45.7% |
| Q1 2016 | $21,710,000 | +31.6% | 922,249 | +60.2% | 0.07% | +62.8% |
| Q4 2015 | $16,503,000 | +20.6% | 575,803 | +46.3% | 0.04% | +7.5% |
| Q3 2015 | $13,687,000 | +109.6% | 393,655 | +185.2% | 0.04% | +135.3% |
| Q2 2015 | $6,530,000 | +129.0% | 138,028 | +139.8% | 0.02% | +112.5% |
| Q1 2015 | $2,851,000 | +13.9% | 57,555 | +18.9% | 0.01% | -20.0% |
| Q3 2014 | $2,502,000 | -78.4% | 48,401 | -73.9% | 0.01% | -79.2% |
| Q2 2014 | $11,597,000 | -27.8% | 185,290 | -15.1% | 0.05% | -32.4% |
| Q1 2014 | $16,068,000 | +65.1% | 218,255 | +46.0% | 0.07% | +51.1% |
| Q4 2013 | $9,733,000 | +110.0% | 149,455 | +66.0% | 0.05% | +88.0% |
| Q3 2013 | $4,634,000 | -18.5% | 90,019 | -31.1% | 0.02% | -32.4% |
| Q2 2013 | $5,687,000 | – | 130,730 | – | 0.04% | – |
Download | ||||||
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% |