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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $24,897,000 | -2.7% | 993,901 | -1.0% | 0.00% | 0.0% |
| Q4 2020 | $25,577,000 | +52.6% | 1,004,209 | -11.0% | 0.00% | +33.3% |
| Q3 2020 | $16,756,000 | -10.7% | 1,128,443 | -6.7% | 0.00% | -25.0% |
| Q2 2020 | $18,756,000 | +26.9% | 1,209,336 | -6.9% | 0.00% | 0.0% |
| Q1 2020 | $14,783,000 | -67.3% | 1,299,152 | -52.0% | 0.00% | -20.0% |
| Q4 2019 | $45,230,000 | +97.9% | 2,705,254 | +103.3% | 0.01% | 0.0% |
| Q3 2019 | $22,860,000 | +2.4% | 1,330,681 | -0.7% | 0.01% | 0.0% |
| Q2 2019 | $22,333,000 | +6.9% | 1,339,725 | +10.9% | 0.01% | 0.0% |
| Q1 2019 | $20,886,000 | -51.3% | 1,207,991 | -49.0% | 0.01% | -28.6% |
| Q4 2018 | $42,854,000 | +71.3% | 2,370,384 | +100.6% | 0.01% | 0.0% |
| Q3 2018 | $25,020,000 | +20.5% | 1,181,358 | +2.2% | 0.01% | +16.7% |
| Q2 2018 | $20,764,000 | +1.0% | 1,155,482 | +13.6% | 0.01% | -14.3% |
| Q1 2018 | $20,564,000 | -7.0% | 1,017,576 | +2.8% | 0.01% | -12.5% |
| Q4 2017 | $22,108,000 | +6.3% | 989,672 | -4.5% | 0.01% | 0.0% |
| Q3 2017 | $20,802,000 | +5.1% | 1,036,517 | -1.1% | 0.01% | 0.0% |
| Q2 2017 | $19,793,000 | +16.7% | 1,048,428 | +5.1% | 0.01% | +14.3% |
| Q1 2017 | $16,961,000 | +0.5% | 997,722 | +15.4% | 0.01% | -12.5% |
| Q4 2016 | $16,869,000 | +41.8% | 864,670 | +31.9% | 0.01% | +33.3% |
| Q3 2016 | $11,900,000 | -15.6% | 655,372 | -20.0% | 0.01% | -25.0% |
| Q2 2016 | $14,104,000 | -22.7% | 819,088 | +5.6% | 0.01% | -20.0% |
| Q1 2016 | $18,251,000 | -22.1% | 775,369 | -5.2% | 0.01% | -23.1% |
| Q4 2015 | $23,433,000 | -0.7% | 817,647 | +20.5% | 0.01% | -7.1% |
| Q3 2015 | $23,595,000 | -17.1% | 678,624 | +12.8% | 0.01% | -12.5% |
| Q2 2015 | $28,451,000 | +0.0% | 601,391 | +4.8% | 0.02% | 0.0% |
| Q1 2015 | $28,438,000 | +7.8% | 574,051 | +8.4% | 0.02% | 0.0% |
| Q4 2014 | $26,390,000 | +1.8% | 529,719 | +5.6% | 0.02% | -5.9% |
| Q3 2014 | $25,919,000 | -15.5% | 501,456 | +2.3% | 0.02% | -15.0% |
| Q2 2014 | $30,689,000 | -13.8% | 490,333 | +1.4% | 0.02% | -16.7% |
| Q1 2014 | $35,616,000 | +21.0% | 483,793 | +7.1% | 0.02% | +20.0% |
| Q4 2013 | $29,424,000 | +44.8% | 451,856 | +14.5% | 0.02% | +25.0% |
| Q3 2013 | $20,319,000 | +20.2% | 394,692 | +1.6% | 0.02% | +6.7% |
| Q2 2013 | $16,907,000 | – | 388,654 | – | 0.02% | – |
Download | ||||||
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% |