WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $204,000 | -100.0% | 10,823 | -90.3% | 0.02% | -80.9% |
| Q1 2017 | $1,891,063,000 | +98086.0% | 111,239 | +12.7% | 0.11% | -1.8% |
| Q4 2016 | $1,926,000 | -25.4% | 98,698 | -30.6% | 0.11% | -7.4% |
| Q3 2016 | $2,582,000 | +16.4% | 142,195 | +10.4% | 0.12% | +24.7% |
| Q2 2016 | $2,218,000 | +67.5% | 128,831 | +129.1% | 0.10% | +22.8% |
| Q1 2016 | $1,324,000 | -23.4% | 56,237 | -6.7% | 0.08% | -43.6% |
| Q4 2015 | $1,728,000 | +224.8% | 60,292 | +637.3% | 0.14% | -20.5% |
| Q4 2013 | $532,000 | – | 8,177 | – | 0.18% | – |
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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% |