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 | ||||
---|---|---|---|---|---|---|
Q1 2021 | $678,000 | +12.6% | 27,072 | +14.6% | 0.00% | 0.0% |
Q4 2020 | $602,000 | +61.4% | 23,633 | -5.8% | 0.00% | +33.3% |
Q3 2020 | $373,000 | -43.1% | 25,086 | -40.6% | 0.00% | -40.0% |
Q2 2020 | $655,000 | +193.7% | 42,252 | +216.6% | 0.01% | +150.0% |
Q4 2019 | $223,000 | -16.8% | 13,346 | -14.3% | 0.00% | 0.0% |
Q3 2019 | $268,000 | -43.2% | 15,579 | -45.0% | 0.00% | -50.0% |
Q2 2019 | $472,000 | -32.5% | 28,317 | -30.0% | 0.00% | -33.3% |
Q1 2019 | $699,000 | -24.0% | 40,458 | -20.5% | 0.01% | -25.0% |
Q4 2018 | $920,000 | -50.6% | 50,897 | -42.1% | 0.01% | -33.3% |
Q3 2018 | $1,864,000 | -16.0% | 87,976 | -28.7% | 0.01% | -20.0% |
Q2 2018 | $2,218,000 | -23.6% | 123,410 | -14.1% | 0.02% | +114.3% |
Q1 2018 | $2,904,000 | -5.9% | 143,714 | +4.0% | 0.01% | 0.0% |
Q4 2017 | $3,087,000 | -9.2% | 138,210 | -18.4% | 0.01% | -12.5% |
Q3 2017 | $3,401,000 | +42.1% | 169,428 | +33.7% | 0.01% | +33.3% |
Q2 2017 | $2,393,000 | +34.4% | 126,717 | +20.9% | 0.01% | +20.0% |
Q1 2017 | $1,781,000 | -17.9% | 104,780 | -5.8% | 0.01% | -16.7% |
Q4 2016 | $2,169,000 | +111.4% | 111,229 | +96.8% | 0.01% | +100.0% |
Q3 2016 | $1,026,000 | -73.5% | 56,506 | -74.8% | 0.00% | -75.0% |
Q2 2016 | $3,865,000 | -23.3% | 224,433 | +4.8% | 0.01% | -25.0% |
Q1 2016 | $5,039,000 | +43.6% | 214,081 | +74.8% | 0.02% | +60.0% |
Q4 2015 | $3,510,000 | -33.9% | 122,493 | -19.8% | 0.01% | -37.5% |
Q3 2015 | $5,314,000 | -29.9% | 152,794 | -4.6% | 0.02% | -15.8% |
Q2 2015 | $7,579,000 | +11.6% | 160,179 | +16.9% | 0.02% | +18.8% |
Q1 2015 | $6,789,000 | +663.7% | 137,026 | +667.7% | 0.02% | +700.0% |
Q4 2014 | $889,000 | -91.5% | 17,850 | -91.2% | 0.00% | -92.0% |
Q3 2014 | $10,447,000 | -15.5% | 202,121 | +2.3% | 0.02% | -19.4% |
Q2 2014 | $12,360,000 | -21.2% | 197,484 | -7.4% | 0.03% | -31.1% |
Q1 2014 | $15,695,000 | +17.2% | 213,191 | +3.7% | 0.04% | +9.8% |
Q4 2013 | $13,386,000 | +75.4% | 205,557 | +38.7% | 0.04% | +51.9% |
Q3 2013 | $7,631,000 | +15.8% | 148,241 | -2.1% | 0.03% | -3.6% |
Q2 2013 | $6,588,000 | – | 151,457 | – | 0.03% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
HERNDON CAPITAL MANAGEMENT LLC | 3,504,129 | $228,188,880,000 | 2.88% |
NEW AMSTERDAM PARTNERS LLC/NY | 636,862 | $41,472,000 | 2.75% |
HAHN CAPITAL MANAGEMENT LLC | 299,147 | $19,480,453,000 | 2.70% |
BlueMar Capital Management, LLC | 40,000 | $2,605,000 | 1.45% |
STERNE AGEE GROUP, INC. | 60,272 | $3,925,000 | 1.29% |
Jupiter Investment Management Ltd | 220,179 | $14,338,000 | 1.21% |
HERMES INVESTMENT MANAGEMENT LTD | 600,176 | $39,083,000 | 1.19% |
TIVERTON ASSET MANAGEMENT LLC | 800,000 | $52,096,000 | 1.15% |
PINNACLE ASSOCIATES LTD | 811,337 | $52,834,000 | 1.03% |
Dynamic Technology Lab Private Ltd | 9,142 | $595,000 | 0.98% |