WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $25,000 | 0.0% | 987 | 0.0% | 0.00% | – |
| Q4 2020 | $25,000 | +47.1% | 987 | -12.4% | 0.00% | – |
| Q3 2020 | $17,000 | -10.5% | 1,127 | -9.6% | 0.00% | – |
| Q2 2020 | $19,000 | -54.8% | 1,247 | -66.0% | 0.00% | – |
| Q1 2020 | $42,000 | -35.4% | 3,663 | -6.4% | 0.00% | – |
| Q4 2019 | $65,000 | -7.1% | 3,913 | -4.0% | 0.00% | – |
| Q3 2019 | $70,000 | -7.9% | 4,076 | -10.0% | 0.00% | – |
| Q2 2019 | $76,000 | -10.6% | 4,531 | -7.3% | 0.00% | – |
| Q1 2019 | $85,000 | +3.7% | 4,888 | +7.9% | 0.00% | – |
| Q4 2018 | $82,000 | -18.8% | 4,531 | -4.6% | 0.00% | -100.0% |
| Q3 2018 | $101,000 | +38.4% | 4,750 | +16.9% | 0.00% | – |
| Q2 2018 | $73,000 | -11.0% | 4,065 | 0.0% | 0.00% | – |
| Q1 2018 | $82,000 | +1.2% | 4,065 | +12.1% | 0.00% | -100.0% |
| Q4 2017 | $81,000 | +11.0% | 3,626 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $73,000 | +1.4% | 3,626 | -4.5% | 0.00% | 0.0% |
| Q2 2017 | $72,000 | +10.8% | 3,798 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $65,000 | -12.2% | 3,798 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $74,000 | -16.9% | 3,798 | -26.2% | 0.00% | 0.0% |
| Q2 2016 | $89,000 | -34.6% | 5,149 | -10.9% | 0.00% | -50.0% |
| Q1 2016 | $136,000 | +3.0% | 5,779 | +25.9% | 0.00% | -33.3% |
| Q4 2015 | $132,000 | -13.2% | 4,589 | +5.0% | 0.00% | -25.0% |
| Q3 2015 | $152,000 | -26.9% | 4,370 | -0.5% | 0.00% | -20.0% |
| Q2 2015 | $208,000 | +56.4% | 4,392 | +63.9% | 0.01% | +25.0% |
| Q1 2015 | $133,000 | +47.8% | 2,680 | +48.7% | 0.00% | +33.3% |
| Q4 2014 | $90,000 | – | 1,802 | +198.8% | 0.00% | – |
| Q3 2014 | $0 | -100.0% | 603 | +120.1% | 0.00% | -100.0% |
| Q2 2014 | $17,000 | -37.0% | 274 | -24.3% | 0.00% | 0.0% |
| Q1 2014 | $27,000 | +50.0% | 362 | +32.1% | 0.00% | 0.0% |
| Q4 2013 | $18,000 | +20.0% | 274 | -6.8% | 0.00% | 0.0% |
| Q3 2013 | $15,000 | -11.8% | 294 | -23.0% | 0.00% | 0.0% |
| Q2 2013 | $17,000 | – | 382 | – | 0.00% | – |
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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% |