WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 216 filers reported holding WADDELL & REED FINL INC in Q3 2020. The put-call ratio across all filers is 0.44 and the average weighting 0.1%.
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 ↓ |
|---|---|---|---|
| VALLEY NATIONAL ADVISERS INC | 64,630 | $4,209,000 | 3.17% |
| HAHN CAPITAL MANAGEMENT LLC | 435,125 | $21,677,921,000 | 2.47% |
| HERNDON CAPITAL MANAGEMENT LLC | 3,184,704 | $158,662,000 | 2.16% |
| Monarch Partners Asset Management LLC | 164,172 | $8,179,000 | 1.78% |
| First Allied Asset Management, Inc. | 157,741 | $7,876,000 | 1.10% |
| Alpine Partners USVI, LLC | 6,108 | $304,000 | 1.01% |
| MIDAS MANAGEMENT CORP | 33,000 | $1,644,000 | 0.86% |
| Jupiter Investment Management Ltd | 475,996 | $23,714,000 | 0.84% |
| TIVERTON ASSET MANAGEMENT LLC | 800,000 | $39,858,000 | 0.83% |
| Lombard Odier Asset Management (Europe) Ltd | 71,288 | $3,569,000 | 0.78% |