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 | $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% | – |
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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% |