WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $415,000 | -48.4% | 16,563 | -47.6% | 0.00% | 0.0% |
| Q4 2020 | $805,000 | -29.4% | 31,588 | -58.9% | 0.00% | -50.0% |
| Q3 2020 | $1,141,000 | -35.5% | 76,847 | -32.7% | 0.00% | -33.3% |
| Q2 2020 | $1,770,000 | -9.9% | 114,135 | -33.9% | 0.00% | 0.0% |
| Q1 2020 | $1,964,000 | -61.9% | 172,564 | -44.0% | 0.00% | -50.0% |
| Q4 2019 | $5,151,000 | -14.0% | 308,099 | -11.7% | 0.01% | -14.3% |
| Q3 2019 | $5,991,000 | -12.0% | 348,737 | -14.6% | 0.01% | -12.5% |
| Q2 2019 | $6,805,000 | -16.0% | 408,232 | -12.9% | 0.01% | -11.1% |
| Q1 2019 | $8,101,000 | +20.9% | 468,529 | +26.5% | 0.01% | +12.5% |
| Q4 2018 | $6,698,000 | -11.5% | 370,453 | +3.7% | 0.01% | +14.3% |
| Q3 2018 | $7,568,000 | +38.9% | 357,329 | +17.9% | 0.01% | +40.0% |
| Q2 2018 | $5,447,000 | +14.9% | 303,099 | +29.2% | 0.01% | 0.0% |
| Q1 2018 | $4,739,000 | -40.1% | 234,509 | -33.8% | 0.01% | -37.5% |
| Q4 2017 | $7,913,000 | -30.0% | 354,204 | -37.1% | 0.01% | -38.5% |
| Q3 2017 | $11,302,000 | -1.2% | 563,148 | -7.1% | 0.01% | -13.3% |
| Q2 2017 | $11,442,000 | -38.6% | 606,033 | -44.7% | 0.02% | -40.0% |
| Q1 2017 | $18,639,000 | -49.8% | 1,096,419 | -42.4% | 0.02% | -51.0% |
| Q4 2016 | $37,143,000 | -9.1% | 1,903,799 | -15.4% | 0.05% | -19.0% |
| Q3 2016 | $40,868,000 | +52.3% | 2,250,406 | +44.4% | 0.06% | +34.0% |
| Q2 2016 | $26,841,000 | +249.3% | 1,558,654 | +377.4% | 0.05% | +235.7% |
| Q1 2016 | $7,685,000 | -30.0% | 326,464 | -14.8% | 0.01% | -26.3% |
| Q4 2015 | $10,977,000 | +23.7% | 383,009 | +50.1% | 0.02% | +5.6% |
| Q3 2015 | $8,874,000 | -26.0% | 255,223 | +0.7% | 0.02% | -25.0% |
| Q2 2015 | $11,993,000 | +1.2% | 253,491 | +6.0% | 0.02% | -11.1% |
| Q1 2015 | $11,848,000 | -44.7% | 239,170 | -44.4% | 0.03% | -40.0% |
| Q4 2014 | $21,426,000 | +1.1% | 430,070 | +4.9% | 0.04% | -22.4% |
| Q3 2014 | $21,194,000 | -11.7% | 410,026 | +6.9% | 0.06% | -10.8% |
| Q2 2014 | $23,996,000 | +20.5% | 383,390 | +41.7% | 0.06% | +8.3% |
| Q1 2014 | $19,913,000 | +17.9% | 270,490 | +4.3% | 0.06% | +20.0% |
| Q4 2013 | $16,886,000 | +128.7% | 259,300 | +80.8% | 0.05% | +92.3% |
| Q3 2013 | $7,382,000 | +32.3% | 143,400 | +11.8% | 0.03% | +30.0% |
| Q2 2013 | $5,581,000 | +123.5% | 128,300 | +78.9% | 0.02% | +81.8% |
| Q4 2012 | $2,497,000 | – | 71,700 | – | 0.01% | – |
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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% |