WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 2 filers reported holding WADDELL & REED FINL INC in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.0%.
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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HERNDON CAPITAL MANAGEMENT LLC | 3,504,129 | $228,188,880,000 | 2.88% |
| NEW AMSTERDAM PARTNERS LLC/NY | 636,862 | $41,472,000 | 2.75% |
| HAHN CAPITAL MANAGEMENT LLC | 299,147 | $19,480,453,000 | 2.70% |
| BlueMar Capital Management, LLC | 40,000 | $2,605,000 | 1.45% |
| STERNE AGEE GROUP, INC. | 60,272 | $3,925,000 | 1.29% |
| Jupiter Investment Management Ltd | 220,179 | $14,338,000 | 1.21% |
| HERMES INVESTMENT MANAGEMENT LTD | 600,176 | $39,083,000 | 1.19% |
| TIVERTON ASSET MANAGEMENT LLC | 800,000 | $52,096,000 | 1.15% |
| PINNACLE ASSOCIATES LTD | 811,337 | $52,834,000 | 1.03% |
| Dynamic Technology Lab Private Ltd | 9,142 | $595,000 | 0.98% |