WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $195,000 | -73.1% | 10,000 | -60.4% | 0.00% | -100.0% |
| Q4 2015 | $724,000 | -48.7% | 25,246 | -34.0% | 0.00% | -60.0% |
| Q3 2015 | $1,411,000 | +110.6% | 38,227 | +176.7% | 0.01% | +150.0% |
| Q2 2015 | $670,000 | +29.8% | 13,817 | +34.7% | 0.00% | 0.0% |
| Q1 2015 | $516,000 | -22.5% | 10,257 | -22.0% | 0.00% | 0.0% |
| Q4 2014 | $666,000 | -35.1% | 13,145 | -32.9% | 0.00% | -33.3% |
| Q3 2014 | $1,026,000 | +86.2% | 19,584 | +123.3% | 0.00% | – |
| Q2 2014 | $551,000 | +75.5% | 8,771 | +105.4% | 0.00% | – |
| Q1 2014 | $314,000 | -48.2% | 4,271 | -54.1% | 0.00% | -100.0% |
| Q4 2013 | $606,000 | +37.1% | 9,311 | +8.0% | 0.00% | 0.0% |
| Q3 2013 | $442,000 | +50.3% | 8,621 | +27.8% | 0.00% | 0.0% |
| Q1 2013 | $294,000 | -30.8% | 6,744 | -45.1% | 0.00% | -40.0% |
| Q4 2012 | $425,000 | – | 12,273 | – | 0.01% | – |
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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% |