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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $116,000 | -36.6% | 4,614 | -36.0% | 0.00% | -33.3% |
| Q4 2020 | $183,000 | +53.8% | 7,204 | -10.1% | 0.00% | +50.0% |
| Q3 2020 | $119,000 | +9.2% | 8,013 | +14.1% | 0.00% | 0.0% |
| Q2 2020 | $109,000 | +78.7% | 7,022 | +31.3% | 0.00% | +100.0% |
| Q1 2020 | $61,000 | +29.8% | 5,348 | +90.7% | 0.00% | 0.0% |
| Q4 2019 | $47,000 | +17.5% | 2,805 | +24.5% | 0.00% | 0.0% |
| Q2 2018 | $40,000 | -24.5% | 2,253 | -14.5% | 0.00% | 0.0% |
| Q1 2018 | $53,000 | -10.2% | 2,635 | -0.3% | 0.00% | 0.0% |
| Q4 2017 | $59,000 | +7.3% | 2,644 | -3.9% | 0.00% | 0.0% |
| Q3 2017 | $55,000 | +3.8% | 2,750 | -2.7% | 0.00% | 0.0% |
| Q2 2017 | $53,000 | -52.3% | 2,827 | -56.5% | 0.00% | -50.0% |
| Q1 2017 | $111,000 | -62.1% | 6,501 | -56.7% | 0.00% | -60.0% |
| Q4 2016 | $293,000 | -1.7% | 15,020 | -8.6% | 0.01% | 0.0% |
| Q3 2016 | $298,000 | 0.0% | 16,436 | -5.0% | 0.01% | 0.0% |
| Q2 2016 | $298,000 | -31.3% | 17,298 | -6.1% | 0.01% | -28.6% |
| Q1 2016 | $434,000 | -6.7% | 18,420 | +13.5% | 0.01% | 0.0% |
| Q4 2015 | $465,000 | +20.5% | 16,222 | +46.2% | 0.01% | +16.7% |
| Q3 2015 | $386,000 | +16.6% | 11,097 | +58.7% | 0.01% | +20.0% |
| Q2 2015 | $331,000 | +82.9% | 6,994 | +91.4% | 0.01% | +150.0% |
| Q1 2015 | $181,000 | -1.1% | 3,654 | -0.3% | 0.00% | 0.0% |
| Q4 2014 | $183,000 | -9.9% | 3,665 | -6.6% | 0.00% | -33.3% |
| Q3 2014 | $203,000 | -10.2% | 3,926 | +8.6% | 0.00% | 0.0% |
| Q2 2014 | $226,000 | +5.1% | 3,614 | +23.6% | 0.00% | 0.0% |
| Q1 2014 | $215,000 | +27.2% | 2,923 | +12.4% | 0.00% | 0.0% |
| Q4 2013 | $169,000 | -34.2% | 2,600 | -47.8% | 0.00% | -40.0% |
| Q3 2013 | $257,000 | -0.8% | 4,985 | -16.4% | 0.01% | 0.0% |
| Q2 2013 | $259,000 | – | 5,962 | – | 0.01% | – |
Download | ||||||
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% |