WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 226 filers reported holding WADDELL & REED FINL INC in Q4 2020. The put-call ratio across all filers is 0.18 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $903,000 | +58.4% | 35,470 | -7.6% | 0.00% | +33.3% |
| Q3 2020 | $570,000 | -19.4% | 38,400 | -15.8% | 0.00% | 0.0% |
| Q2 2020 | $707,000 | +31.4% | 45,580 | -3.6% | 0.00% | 0.0% |
| Q1 2020 | $538,000 | -46.9% | 47,305 | -21.9% | 0.00% | -40.0% |
| Q4 2019 | $1,013,000 | -7.3% | 60,595 | -4.7% | 0.01% | -16.7% |
| Q3 2019 | $1,093,000 | +160.9% | 63,605 | +153.1% | 0.01% | +200.0% |
| Q2 2019 | $419,000 | -4.6% | 25,135 | +15.6% | 0.00% | 0.0% |
| Q1 2018 | $439,000 | -84.2% | 21,745 | -86.7% | 0.00% | -90.0% |
| Q1 2017 | $2,785,000 | -73.7% | 163,813 | -69.8% | 0.02% | -75.9% |
| Q4 2016 | $10,597,000 | +7.0% | 543,145 | -0.4% | 0.08% | 0.0% |
| Q3 2016 | $9,905,000 | +26.0% | 545,415 | +19.5% | 0.08% | +23.9% |
| Q2 2016 | $7,860,000 | +3134.6% | 456,440 | +9601.2% | 0.07% | +2133.3% |
| Q3 2014 | $243,000 | – | 4,705 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VALLEY NATIONAL ADVISERS INC | 64,630 | $4,209,000 | 3.17% |
| HAHN CAPITAL MANAGEMENT LLC | 435,125 | $21,677,921,000 | 2.47% |
| HERNDON CAPITAL MANAGEMENT LLC | 3,184,704 | $158,662,000 | 2.16% |
| Monarch Partners Asset Management LLC | 164,172 | $8,179,000 | 1.78% |
| First Allied Asset Management, Inc. | 157,741 | $7,876,000 | 1.10% |
| Alpine Partners USVI, LLC | 6,108 | $304,000 | 1.01% |
| MIDAS MANAGEMENT CORP | 33,000 | $1,644,000 | 0.86% |
| Jupiter Investment Management Ltd | 475,996 | $23,714,000 | 0.84% |
| TIVERTON ASSET MANAGEMENT LLC | 800,000 | $39,858,000 | 0.83% |
| Lombard Odier Asset Management (Europe) Ltd | 71,288 | $3,569,000 | 0.78% |