WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $1,164,000 | -8.9% | 46,453 | -7.4% | 0.01% | -12.5% |
| Q4 2020 | $1,278,000 | +41.4% | 50,192 | -17.5% | 0.02% | +33.3% |
| Q3 2020 | $904,000 | +12.4% | 60,874 | +17.4% | 0.01% | -7.7% |
| Q2 2020 | $804,000 | +18.1% | 51,848 | -13.4% | 0.01% | +8.3% |
| Q1 2020 | $681,000 | -15.3% | 59,837 | +24.4% | 0.01% | 0.0% |
| Q4 2019 | $804,000 | -5.9% | 48,101 | -3.3% | 0.01% | -14.3% |
| Q3 2019 | $854,000 | +0.5% | 49,738 | -2.4% | 0.01% | +7.7% |
| Q2 2019 | $850,000 | -5.1% | 50,971 | -1.7% | 0.01% | -7.1% |
| Q1 2019 | $896,000 | -3.3% | 51,828 | +1.1% | 0.01% | -12.5% |
| Q4 2018 | $927,000 | -12.8% | 51,251 | +2.1% | 0.02% | +6.7% |
| Q3 2018 | $1,063,000 | +11.8% | 50,185 | -5.2% | 0.02% | +15.4% |
| Q2 2018 | $951,000 | -14.5% | 52,947 | -3.8% | 0.01% | -13.3% |
| Q1 2018 | $1,112,000 | -11.7% | 55,041 | -2.3% | 0.02% | -6.2% |
| Q4 2017 | $1,259,000 | +2.8% | 56,356 | -7.7% | 0.02% | 0.0% |
| Q3 2017 | $1,225,000 | +6.2% | 61,025 | -0.0% | 0.02% | +6.7% |
| Q2 2017 | $1,153,000 | +11.2% | 61,048 | +0.1% | 0.02% | +7.1% |
| Q1 2017 | $1,037,000 | -12.0% | 61,016 | +1.0% | 0.01% | -12.5% |
| Q4 2016 | $1,178,000 | +2.8% | 60,397 | -4.3% | 0.02% | +6.7% |
| Q3 2016 | $1,146,000 | +6.8% | 63,108 | +1.3% | 0.02% | +7.1% |
| Q2 2016 | $1,073,000 | -30.6% | 62,309 | -5.1% | 0.01% | -30.0% |
| Q1 2016 | $1,545,000 | -21.9% | 65,647 | -4.9% | 0.02% | -16.7% |
| Q4 2015 | $1,978,000 | -17.8% | 69,009 | -0.3% | 0.02% | -22.6% |
| Q3 2015 | $2,407,000 | -29.0% | 69,225 | -3.4% | 0.03% | -20.5% |
| Q2 2015 | $3,392,000 | -9.0% | 71,697 | -4.7% | 0.04% | -4.9% |
| Q1 2015 | $3,729,000 | -0.6% | 75,264 | -0.0% | 0.04% | 0.0% |
| Q4 2014 | $3,750,000 | -5.3% | 75,276 | -1.7% | 0.04% | -8.9% |
| Q3 2014 | $3,959,000 | -26.6% | 76,593 | -11.1% | 0.04% | -19.6% |
| Q2 2014 | $5,393,000 | -14.5% | 86,164 | +0.6% | 0.06% | -13.8% |
| Q1 2014 | $6,306,000 | +7.8% | 85,653 | -4.7% | 0.06% | +12.1% |
| Q4 2013 | $5,852,000 | +25.3% | 89,871 | -1.0% | 0.06% | +20.8% |
| Q3 2013 | $4,672,000 | +11.5% | 90,749 | -5.8% | 0.05% | +9.1% |
| Q2 2013 | $4,192,000 | -0.5% | 96,358 | +0.1% | 0.04% | 0.0% |
| Q1 2013 | $4,215,000 | – | 96,276 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HAHN CAPITAL MANAGEMENT LLC | 441,364 | $22,721,419,000 | 3.06% |
| HERNDON CAPITAL MANAGEMENT LLC | 3,814,134 | $196,351,618,000 | 2.58% |
| NEW AMSTERDAM PARTNERS LLC/NY | 1,065,942 | $54,874,000 | 1.83% |
| Channing Capital Management, LLC | 425,495 | $21,904,000 | 1.61% |
| HERMES INVESTMENT MANAGEMENT LTD | 853,827 | $43,955,000 | 1.48% |
| TIVERTON ASSET MANAGEMENT LLC | 950,000 | $48,906,000 | 1.18% |
| STERNE AGEE GROUP, INC. | 55,339 | $2,849,000 | 1.10% |
| LOMBARDIA CAPITAL PARTNERS LLC | 563,530 | $29,011,000 | 0.94% |
| PINNACLE ASSOCIATES LTD | 832,595 | $42,862,000 | 0.89% |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 1,449,350 | $74,613,000 | 0.87% |