WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 327 filers reported holding WADDELL & REED FINL INC in Q4 2013. The put-call ratio across all filers is 3.37 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $96,000 | -12.7% | 5,664 | 0.0% | 0.01% | -25.0% |
| Q4 2016 | $110,000 | +7.8% | 5,664 | 0.0% | 0.02% | 0.0% |
| Q3 2016 | $102,000 | +5.2% | 5,664 | 0.0% | 0.02% | 0.0% |
| Q2 2016 | $97,000 | -67.4% | 5,664 | -55.9% | 0.02% | -68.0% |
| Q1 2016 | $298,000 | -64.9% | 12,829 | -56.8% | 0.05% | -64.5% |
| Q4 2015 | $848,000 | 0.0% | 29,704 | +21.2% | 0.14% | -7.8% |
| Q3 2015 | $848,000 | -50.6% | 24,500 | -32.6% | 0.15% | -40.7% |
| Q2 2015 | $1,717,000 | -5.3% | 36,334 | -1.0% | 0.26% | -5.1% |
| Q1 2015 | $1,814,000 | -30.8% | 36,699 | -30.3% | 0.27% | -30.8% |
| Q4 2014 | $2,622,000 | -35.1% | 52,689 | -32.9% | 0.39% | +23.2% |
| Q3 2014 | $4,041,000 | +153.7% | 78,493 | +207.5% | 0.32% | +37.5% |
| Q2 2014 | $1,593,000 | -40.2% | 25,524 | -29.6% | 0.23% | -42.6% |
| Q1 2014 | $2,666,000 | +10.4% | 36,269 | -2.3% | 0.40% | +9.8% |
| Q4 2013 | $2,415,000 | +19.6% | 37,139 | -5.5% | 0.37% | +13.2% |
| Q3 2013 | $2,019,000 | +15.4% | 39,294 | -2.5% | 0.32% | +11.3% |
| Q2 2013 | $1,750,000 | – | 40,299 | – | 0.29% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Dean Capital Management | 72,920 | $1,717,000 | 2.38% |
| HERNDON CAPITAL MANAGEMENT LLC | 3,464,095 | $81,545,000 | 2.04% |
| CONTINENTAL ADVISORS LLC | 287,802 | $6,775,000 | 1.92% |
| Peloton Wealth Strategists | 62,700 | $1,476,000 | 1.25% |
| DEAN INVESTMENT ASSOCIATES, LLC | 229,700 | $5,407,000 | 1.10% |
| RAMSEY QUANTITATIVE SYSTEMS | 44,435 | $1,046,000 | 1.07% |
| LOMBARDIA CAPITAL PARTNERS LLC | 847,214 | $19,943,000 | 1.04% |
| Hodges Capital Management Inc. | 726,360 | $17,099,000 | 0.79% |
| VALLEY NATIONAL ADVISERS INC | 61,138 | $1,439,000 | 0.77% |
| Matarin Capital Management, LLC | 206,126 | $4,852,206,000 | 0.68% |