WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 250 filers reported holding WADDELL & REED FINL INC in Q3 2018. The put-call ratio across all filers is 0.37 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $2,089,000 | -46.4% | 82,010 | -68.7% | 0.95% | -53.8% |
| Q3 2020 | $3,897,000 | +9.0% | 262,410 | +13.9% | 2.06% | +7.9% |
| Q2 2020 | $3,574,000 | +36.3% | 230,410 | 0.0% | 1.91% | -2.0% |
| Q1 2020 | $2,622,000 | -58.4% | 230,410 | -38.9% | 1.95% | -35.9% |
| Q4 2019 | $6,301,000 | +15.7% | 376,910 | +18.9% | 3.04% | -5.4% |
| Q3 2019 | $5,444,000 | +40.2% | 316,910 | +36.1% | 3.22% | +46.8% |
| Q2 2019 | $3,883,000 | -15.2% | 232,910 | -12.0% | 2.19% | +3.0% |
| Q1 2019 | $4,577,000 | -45.3% | 264,705 | -42.8% | 2.13% | -16.7% |
| Q4 2018 | $8,362,000 | -20.5% | 462,483 | -6.9% | 2.55% | +11.1% |
| Q3 2018 | $10,518,000 | -0.9% | 496,583 | -15.9% | 2.30% | -13.1% |
| Q2 2018 | $10,609,000 | +7.3% | 590,342 | +20.7% | 2.64% | +5.3% |
| Q1 2018 | $9,885,000 | -25.5% | 489,142 | -17.7% | 2.51% | -12.5% |
| Q4 2017 | $13,276,000 | +8.7% | 594,242 | -2.4% | 2.87% | +2.6% |
| Q3 2017 | $12,219,000 | -5.8% | 608,802 | -11.3% | 2.80% | -4.5% |
| Q2 2017 | $12,965,000 | -4.7% | 686,702 | -14.2% | 2.93% | -3.9% |
| Q1 2017 | $13,610,000 | +36.0% | 800,602 | +56.1% | 3.04% | +12.0% |
| Q4 2016 | $10,009,000 | +1.0% | 513,002 | -6.0% | 2.72% | -1.7% |
| Q3 2016 | $9,906,000 | +38.4% | 545,502 | +31.3% | 2.77% | +25.4% |
| Q2 2016 | $7,155,000 | -4.4% | 415,502 | +30.7% | 2.21% | +4.2% |
| Q1 2016 | $7,481,000 | -11.2% | 317,802 | +8.1% | 2.12% | -1.0% |
| Q4 2015 | $8,425,000 | +46.8% | 293,982 | +78.0% | 2.14% | +38.9% |
| Q3 2015 | $5,741,000 | – | 165,116 | – | 1.54% | – |
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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% |