WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 229 filers reported holding WADDELL & REED FINL INC in Q4 2019. The put-call ratio across all filers is 0.26 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $694,000 | -88.4% | 40,392 | -88.3% | 0.01% | -87.5% |
| Q1 2019 | $5,979,000 | +121.9% | 345,802 | +132.1% | 0.04% | +110.5% |
| Q4 2018 | $2,694,000 | +86.7% | 149,005 | +118.7% | 0.02% | +171.4% |
| Q3 2018 | $1,443,000 | -61.0% | 68,125 | -66.9% | 0.01% | -58.8% |
| Q2 2018 | $3,702,000 | +211.1% | 206,006 | +249.8% | 0.02% | +240.0% |
| Q1 2018 | $1,190,000 | +26.1% | 58,886 | +17.8% | 0.01% | +25.0% |
| Q2 2017 | $944,000 | -56.0% | 50,000 | -60.4% | 0.00% | -60.0% |
| Q1 2017 | $2,147,000 | +263.3% | 126,286 | +317.1% | 0.01% | +233.3% |
| Q4 2016 | $591,000 | +172.4% | 30,279 | +229.1% | 0.00% | +200.0% |
| Q1 2016 | $217,000 | -97.8% | 9,200 | -93.3% | 0.00% | -99.1% |
| Q1 2014 | $10,065,000 | +54.7% | 136,718 | +36.8% | 0.11% | +34.1% |
| Q4 2013 | $6,506,000 | +119.9% | 99,912 | +73.8% | 0.08% | +112.5% |
| Q3 2013 | $2,959,000 | -16.7% | 57,480 | -29.6% | 0.04% | -33.3% |
| Q2 2013 | $3,553,000 | – | 81,686 | – | 0.06% | – |
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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% |