WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $2,493,000 | -10.8% | 167,864 | -6.8% | 0.01% | -15.4% |
| Q2 2020 | $2,794,000 | +27.5% | 180,154 | -6.4% | 0.01% | +8.3% |
| Q1 2020 | $2,191,000 | -35.8% | 192,574 | -5.6% | 0.01% | 0.0% |
| Q4 2019 | $3,412,000 | +21.8% | 204,074 | +25.2% | 0.01% | +9.1% |
| Q3 2019 | $2,801,000 | +4.9% | 163,014 | +1.7% | 0.01% | +10.0% |
| Q2 2019 | $2,671,000 | -2.1% | 160,214 | +1.6% | 0.01% | -9.1% |
| Q1 2019 | $2,727,000 | -31.7% | 157,714 | -28.6% | 0.01% | -38.9% |
| Q4 2018 | $3,994,000 | -24.4% | 220,924 | -11.4% | 0.02% | -5.3% |
| Q3 2018 | $5,283,000 | +62.1% | 249,439 | +37.5% | 0.02% | +58.3% |
| Q2 2018 | $3,260,000 | +296.1% | 181,417 | +345.4% | 0.01% | +300.0% |
| Q1 2018 | $823,000 | -9.6% | 40,729 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $910,000 | – | 40,729 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kellner Capital, LLC | 364,958 | $9,142,000 | 3.32% |
| ALPINE ASSOCIATES MANAGEMENT INC. | 1,970,010 | $49,348,000 | 1.34% |
| Chicago Capital Management, LLC | 101,877 | $2,552,000 | 1.19% |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | 427,580 | $10,711,000 | 1.10% |
| Weather Gauge Advisory, LLC | 35,549 | $890,000 | 1.05% |
| Burgundy Asset Management Ltd. | 3,353,441 | $84,004,000 | 0.86% |
| SPRING CREEK CAPITAL LLC | 562,291 | $14,085,000 | 0.61% |
| AQR Arbitrage LLC | 630,797 | $15,801,000 | 0.57% |
| NEXPOINT ASSET MANAGEMENT, L.P. | 81,954 | $2,053,000 | 0.54% |
| Factorial Partners, LLC | 755,450 | $755,450,000 | 0.52% |