WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 239 filers reported holding WADDELL & REED FINL INC in Q2 2018. The put-call ratio across all filers is 0.67 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $1,779,000 | -58.5% | 71,002 | -57.8% | 0.00% | -57.1% |
| Q4 2020 | $4,284,000 | +96.0% | 168,164 | +14.3% | 0.01% | +75.0% |
| Q3 2020 | $2,186,000 | +32.6% | 147,169 | +38.5% | 0.00% | +33.3% |
| Q2 2020 | $1,649,000 | +3.8% | 106,279 | -23.8% | 0.00% | 0.0% |
| Q1 2020 | $1,588,000 | -35.9% | 139,500 | -5.8% | 0.00% | -25.0% |
| Q4 2019 | $2,476,000 | -35.4% | 148,100 | -33.6% | 0.00% | -33.3% |
| Q3 2019 | $3,831,000 | +50.2% | 223,000 | +45.7% | 0.01% | +50.0% |
| Q2 2019 | $2,551,000 | -3.3% | 153,024 | +0.3% | 0.00% | 0.0% |
| Q1 2019 | $2,639,000 | -9.5% | 152,634 | -5.4% | 0.00% | -20.0% |
| Q4 2018 | $2,917,000 | -74.5% | 161,352 | -70.1% | 0.01% | -70.6% |
| Q3 2018 | $11,418,000 | -7.5% | 539,086 | -21.5% | 0.02% | -5.6% |
| Q2 2018 | $12,338,000 | -6.4% | 686,551 | +5.3% | 0.02% | -10.0% |
| Q1 2018 | $13,178,000 | +6.3% | 652,061 | +17.5% | 0.02% | +17.6% |
| Q4 2017 | $12,397,000 | +58.3% | 554,929 | +42.2% | 0.02% | +54.5% |
| Q3 2017 | $7,830,000 | +7.5% | 390,126 | +1.1% | 0.01% | 0.0% |
| Q2 2017 | $7,287,000 | -40.9% | 385,959 | -46.8% | 0.01% | -42.1% |
| Q1 2017 | $12,338,000 | -29.8% | 725,739 | -19.4% | 0.02% | -32.1% |
| Q4 2016 | $17,573,000 | +33.7% | 900,709 | +24.4% | 0.03% | +27.3% |
| Q3 2016 | $13,148,000 | +29.9% | 723,982 | +23.1% | 0.02% | +29.4% |
| Q2 2016 | $10,125,000 | +120.6% | 588,028 | +201.6% | 0.02% | +112.5% |
| Q1 2016 | $4,590,000 | -81.1% | 194,973 | -77.0% | 0.01% | -81.8% |
| Q4 2015 | $24,263,000 | +50.7% | 846,573 | +82.8% | 0.04% | +37.5% |
| Q3 2015 | $16,104,000 | -19.6% | 463,153 | +9.4% | 0.03% | -11.1% |
| Q2 2015 | $20,037,000 | +11.8% | 423,523 | +17.0% | 0.04% | +16.1% |
| Q1 2015 | $17,927,000 | -44.9% | 361,873 | -44.6% | 0.03% | -47.5% |
| Q4 2014 | $32,526,000 | +7.1% | 652,863 | +11.1% | 0.06% | +3.5% |
| Q3 2014 | $30,376,000 | -22.1% | 587,663 | -5.7% | 0.06% | -17.4% |
| Q2 2014 | $38,999,000 | -28.7% | 623,087 | -16.1% | 0.07% | -32.4% |
| Q1 2014 | $54,664,000 | +100.1% | 742,513 | +77.0% | 0.10% | +88.9% |
| Q4 2013 | $27,318,000 | +27.4% | 419,513 | +0.7% | 0.05% | +17.4% |
| Q3 2013 | $21,442,000 | +15.3% | 416,513 | -2.6% | 0.05% | +12.2% |
| Q2 2013 | $18,597,000 | – | 427,510 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HAHN CAPITAL MANAGEMENT LLC | 368,823 | $23,084,654,000 | 3.05% |
| HERNDON CAPITAL MANAGEMENT LLC | 3,318,544 | $207,707,669,000 | 2.61% |
| NEW AMSTERDAM PARTNERS LLC/NY | 522,883 | $32,727,000 | 2.13% |
| Jupiter Investment Management Ltd | 404,786 | $25,335,000 | 1.42% |
| Monarch Partners Asset Management LLC | 76,399 | $4,782,000 | 1.25% |
| TIVERTON ASSET MANAGEMENT LLC | 800,000 | $50,075,000 | 1.12% |
| PINNACLE ASSOCIATES LTD | 730,376 | $45,714,000 | 0.89% |
| AJO, LP | 2,789,020 | $174,565,000 | 0.75% |
| HERMES INVESTMENT MANAGEMENT LTD | 430,204 | $26,926,000 | 0.74% |
| GRIMES & COMPANY, INC. | 43,624 | $2,730,000 | 0.72% |