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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| HAHN CAPITAL MANAGEMENT LLC | 368,823 | $23,084,654,000 | 3.05% |
| HERNDON CAPITAL MANAGEMENT LLC | 3,318,544 | $207,707,669,000 | 2.61% |
| NEW AMSTERDAM PARTNERS LLC/NY | 522,883 | $32,727,000 | 2.13% |
| Jupiter Investment Management Ltd | 404,786 | $25,335,000 | 1.42% |
| Monarch Partners Asset Management LLC | 76,399 | $4,782,000 | 1.25% |
| TIVERTON ASSET MANAGEMENT LLC | 800,000 | $50,075,000 | 1.12% |
| PINNACLE ASSOCIATES LTD | 730,376 | $45,714,000 | 0.89% |
| AJO, LP | 2,789,020 | $174,565,000 | 0.75% |
| HERMES INVESTMENT MANAGEMENT LTD | 430,204 | $26,926,000 | 0.74% |
| GRIMES & COMPANY, INC. | 43,624 | $2,730,000 | 0.72% |