WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 287 filers reported holding WADDELL & REED FINL INC in Q2 2015. The put-call ratio across all filers is 0.45 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $12,966,000 | +14.8% | 664,571 | +6.8% | 0.02% | +7.1% |
| Q3 2016 | $11,299,000 | +62.8% | 622,192 | +54.3% | 0.01% | +55.6% |
| Q2 2016 | $6,942,000 | -9.9% | 403,129 | +23.2% | 0.01% | -10.0% |
| Q1 2016 | $7,703,000 | +2.0% | 327,244 | +24.2% | 0.01% | 0.0% |
| Q4 2015 | $7,553,000 | -8.4% | 263,545 | +11.1% | 0.01% | -9.1% |
| Q3 2015 | $8,245,000 | -28.3% | 237,144 | -2.4% | 0.01% | -21.4% |
| Q2 2015 | $11,497,000 | +2.1% | 243,009 | +6.9% | 0.01% | -6.7% |
| Q1 2015 | $11,261,000 | -0.3% | 227,314 | +0.3% | 0.02% | 0.0% |
| Q4 2014 | $11,292,000 | -5.5% | 226,662 | -1.9% | 0.02% | -11.8% |
| Q3 2014 | $11,944,000 | -18.3% | 231,067 | -1.1% | 0.02% | -15.0% |
| Q2 2014 | $14,616,000 | -15.6% | 233,527 | -0.7% | 0.02% | -20.0% |
| Q1 2014 | $17,315,000 | +11.2% | 235,196 | -1.6% | 0.02% | +8.7% |
| Q4 2013 | $15,567,000 | +24.9% | 239,048 | -1.3% | 0.02% | +9.5% |
| Q3 2013 | $12,464,000 | +30.7% | 242,116 | +10.5% | 0.02% | +23.5% |
| Q2 2013 | $9,534,000 | – | 219,172 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Dean Capital Management | 72,920 | $1,717,000 | 2.38% |
| HERNDON CAPITAL MANAGEMENT LLC | 3,464,095 | $81,545,000 | 2.04% |
| CONTINENTAL ADVISORS LLC | 287,802 | $6,775,000 | 1.92% |
| Peloton Wealth Strategists | 62,700 | $1,476,000 | 1.25% |
| DEAN INVESTMENT ASSOCIATES, LLC | 229,700 | $5,407,000 | 1.10% |
| RAMSEY QUANTITATIVE SYSTEMS | 44,435 | $1,046,000 | 1.07% |
| LOMBARDIA CAPITAL PARTNERS LLC | 847,214 | $19,943,000 | 1.04% |
| Hodges Capital Management Inc. | 726,360 | $17,099,000 | 0.79% |
| VALLEY NATIONAL ADVISERS INC | 61,138 | $1,439,000 | 0.77% |
| Matarin Capital Management, LLC | 206,126 | $4,852,206,000 | 0.68% |