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 | $200,000 | -26.7% | 7,993 | -38.0% | 0.01% | -20.0% |
| Q3 2018 | $273,000 | -2.5% | 12,886 | -17.4% | 0.01% | -9.1% |
| Q2 2018 | $280,000 | -11.7% | 15,599 | -0.5% | 0.01% | -15.4% |
| Q1 2018 | $317,000 | -1.2% | 15,676 | +9.1% | 0.01% | +8.3% |
| Q4 2017 | $321,000 | +3.5% | 14,366 | -6.9% | 0.01% | -7.7% |
| Q3 2017 | $310,000 | +24.0% | 15,428 | +16.3% | 0.01% | +18.2% |
| Q2 2017 | $250,000 | -18.0% | 13,261 | -26.1% | 0.01% | -21.4% |
| Q1 2017 | $305,000 | -20.4% | 17,937 | -8.6% | 0.01% | -22.2% |
| Q4 2016 | $383,000 | +53.2% | 19,633 | +42.4% | 0.02% | +50.0% |
| Q3 2016 | $250,000 | -3.1% | 13,790 | -8.1% | 0.01% | -7.7% |
| Q2 2016 | $258,000 | -1.5% | 15,001 | +34.7% | 0.01% | -7.1% |
| Q1 2016 | $262,000 | -4.4% | 11,135 | +16.4% | 0.01% | +7.7% |
| Q4 2015 | $274,000 | +8.7% | 9,565 | +31.9% | 0.01% | -7.1% |
| Q3 2015 | $252,000 | -49.9% | 7,253 | -31.7% | 0.01% | -33.3% |
| Q2 2015 | $503,000 | -18.9% | 10,624 | -15.0% | 0.02% | -12.5% |
| Q1 2015 | $620,000 | +9.7% | 12,506 | +10.3% | 0.02% | +4.3% |
| Q4 2014 | $565,000 | +20.5% | 11,338 | +25.1% | 0.02% | +4.5% |
| Q3 2014 | $469,000 | -39.0% | 9,065 | -26.2% | 0.02% | -35.3% |
| Q2 2014 | $769,000 | -34.0% | 12,284 | -22.4% | 0.03% | -35.8% |
| Q1 2014 | $1,165,000 | +10.8% | 15,829 | -1.9% | 0.05% | +12.8% |
| Q4 2013 | $1,051,000 | +36.5% | 16,133 | +7.9% | 0.05% | +14.6% |
| Q3 2013 | $770,000 | +75.0% | 14,956 | +47.9% | 0.04% | +32.3% |
| Q2 2013 | $440,000 | – | 10,114 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CONTINENTAL ADVISORS LLC | 230,410 | $2,622,000 | 1.95% |
| Gyon Technologies Capital Management, LP | 74,520 | $848,000 | 1.63% |
| Factorial Partners, LLC | 76,500 | $870,570,000 | 1.16% |
| Matarin Capital Management, LLC | 502,058 | $5,713,000 | 0.89% |
| Weather Gauge Advisory, LLC | 53,133 | $605,000 | 0.73% |
| Van Berkom & Associates Inc. | 1,699,174 | $19,337,000 | 0.69% |
| Burgundy Asset Management Ltd. | 4,359,669 | $49,613,000 | 0.67% |
| HEARTLAND ADVISORS INC | 514,250 | $5,852,000 | 0.62% |
| MALTESE CAPITAL MANAGEMENT LLC | 291,000 | $3,312,000 | 0.47% |
| Invenomic Capital Management LP | 42,479 | $483,000 | 0.40% |