WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2016 | $28,163,000 | -15.5% | 1,196,397 | +2.9% | 0.11% | -19.7% |
| Q4 2015 | $33,313,000 | +112.4% | 1,162,344 | +157.7% | 0.13% | +116.4% |
| Q3 2015 | $15,685,000 | -27.0% | 451,104 | -0.7% | 0.06% | -22.8% |
| Q2 2015 | $21,487,000 | -8.2% | 454,158 | -3.9% | 0.08% | -10.2% |
| Q1 2015 | $23,409,000 | +2.7% | 472,531 | +3.3% | 0.09% | +7.3% |
| Q4 2014 | $22,794,000 | +120.1% | 457,526 | +128.3% | 0.08% | +105.0% |
| Q3 2014 | $10,358,000 | -18.2% | 200,390 | -1.0% | 0.04% | -18.4% |
| Q2 2014 | $12,666,000 | -15.3% | 202,367 | -0.4% | 0.05% | -18.3% |
| Q1 2014 | $14,953,000 | -44.9% | 203,110 | -51.2% | 0.06% | -47.8% |
| Q4 2013 | $27,121,000 | +26.7% | 416,485 | +0.2% | 0.12% | +21.1% |
| Q3 2013 | $21,399,000 | +21.8% | 415,675 | +2.9% | 0.10% | +8.0% |
| Q2 2013 | $17,564,000 | – | 403,775 | – | 0.09% | – |
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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% |