WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 314 filers reported holding WADDELL & REED FINL INC in Q4 2014. The put-call ratio across all filers is 0.76 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $594,000 | +63.6% | 23,310 | -4.7% | 0.01% | +42.9% |
| Q3 2020 | $363,000 | -5.0% | 24,448 | -0.8% | 0.01% | -12.5% |
| Q2 2020 | $382,000 | +36.9% | 24,637 | +0.6% | 0.01% | +14.3% |
| Q1 2020 | $279,000 | -32.0% | 24,494 | 0.0% | 0.01% | -12.5% |
| Q4 2019 | $410,000 | -3.8% | 24,494 | -1.3% | 0.01% | -11.1% |
| Q3 2019 | $426,000 | +1.9% | 24,813 | -1.0% | 0.01% | 0.0% |
| Q2 2019 | $418,000 | -1.4% | 25,070 | +2.3% | 0.01% | 0.0% |
| Q1 2019 | $424,000 | -3.6% | 24,515 | +0.8% | 0.01% | -18.2% |
| Q4 2018 | $440,000 | -12.2% | 24,322 | +2.9% | 0.01% | 0.0% |
| Q3 2018 | $501,000 | +17.6% | 23,633 | -0.2% | 0.01% | +10.0% |
| Q2 2018 | $426,000 | -8.6% | 23,690 | +2.7% | 0.01% | -9.1% |
| Q1 2018 | $466,000 | -3.7% | 23,065 | +6.4% | 0.01% | 0.0% |
| Q4 2017 | $484,000 | +13.9% | 21,684 | +2.4% | 0.01% | +10.0% |
| Q3 2017 | $425,000 | +9.3% | 21,171 | +2.7% | 0.01% | 0.0% |
| Q2 2017 | $389,000 | -42.5% | 20,620 | -48.2% | 0.01% | -41.2% |
| Q1 2017 | $677,000 | -10.2% | 39,812 | +3.0% | 0.02% | -15.0% |
| Q4 2016 | $754,000 | +8.3% | 38,649 | +0.8% | 0.02% | 0.0% |
| Q3 2016 | $696,000 | +8.8% | 38,329 | +3.1% | 0.02% | +5.3% |
| Q2 2016 | $640,000 | -23.6% | 37,162 | +4.4% | 0.02% | -26.9% |
| Q1 2016 | $838,000 | -15.9% | 35,597 | +2.4% | 0.03% | -16.1% |
| Q4 2015 | $996,000 | -16.8% | 34,761 | +0.9% | 0.03% | -22.5% |
| Q3 2015 | $1,197,000 | -25.9% | 34,435 | +0.8% | 0.04% | -18.4% |
| Q2 2015 | $1,616,000 | -3.1% | 34,159 | +1.5% | 0.05% | -3.9% |
| Q1 2015 | $1,667,000 | -20.1% | 33,656 | -19.7% | 0.05% | +240.0% |
| Q4 2014 | $2,087,000 | -5.7% | 41,899 | -2.1% | 0.02% | -11.8% |
| Q3 2014 | $2,212,000 | -17.3% | 42,797 | +0.1% | 0.02% | -19.0% |
| Q2 2014 | $2,676,000 | -16.7% | 42,752 | -2.0% | 0.02% | -19.2% |
| Q1 2014 | $3,211,000 | +12.2% | 43,615 | -0.8% | 0.03% | +13.0% |
| Q4 2013 | $2,863,000 | +25.1% | 43,960 | -1.1% | 0.02% | -11.5% |
| Q3 2013 | $2,288,000 | +3.8% | 44,450 | -12.3% | 0.03% | +8.3% |
| Q2 2013 | $2,204,000 | – | 50,660 | – | 0.02% | – |
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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% |