WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 2 filers reported holding WADDELL & REED FINL INC in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.0%.
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 ↓ |
|---|---|---|---|
| HERNDON CAPITAL MANAGEMENT LLC | 3,504,129 | $228,188,880,000 | 2.88% |
| NEW AMSTERDAM PARTNERS LLC/NY | 636,862 | $41,472,000 | 2.75% |
| HAHN CAPITAL MANAGEMENT LLC | 299,147 | $19,480,453,000 | 2.70% |
| BlueMar Capital Management, LLC | 40,000 | $2,605,000 | 1.45% |
| STERNE AGEE GROUP, INC. | 60,272 | $3,925,000 | 1.29% |
| Jupiter Investment Management Ltd | 220,179 | $14,338,000 | 1.21% |
| HERMES INVESTMENT MANAGEMENT LTD | 600,176 | $39,083,000 | 1.19% |
| TIVERTON ASSET MANAGEMENT LLC | 800,000 | $52,096,000 | 1.15% |
| PINNACLE ASSOCIATES LTD | 811,337 | $52,834,000 | 1.03% |
| Dynamic Technology Lab Private Ltd | 9,142 | $595,000 | 0.98% |