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 | $2,463,000 | +137.1% | 98,308 | +141.1% | 0.01% | +116.7% |
| Q4 2020 | $1,039,000 | +22.7% | 40,782 | -28.5% | 0.01% | +20.0% |
| Q3 2020 | $847,000 | -34.4% | 57,019 | -31.6% | 0.01% | -54.5% |
| Q2 2020 | $1,292,000 | +282.2% | 83,318 | +180.9% | 0.01% | +266.7% |
| Q1 2020 | $338,000 | +27.5% | 29,660 | +101.2% | 0.00% | +50.0% |
| Q2 2018 | $265,000 | -14.2% | 14,741 | -3.5% | 0.00% | 0.0% |
| Q1 2018 | $309,000 | +132.3% | 15,276 | +156.2% | 0.00% | +100.0% |
| Q4 2017 | $133,000 | -90.5% | 5,963 | -91.5% | 0.00% | -91.7% |
| Q3 2017 | $1,405,000 | +10.9% | 70,026 | +4.4% | 0.01% | +9.1% |
| Q2 2017 | $1,267,000 | +129.5% | 67,090 | +106.4% | 0.01% | +120.0% |
| Q1 2017 | $552,000 | +35.6% | 32,499 | +55.8% | 0.01% | +66.7% |
| Q4 2016 | $407,000 | -23.1% | 20,863 | -28.4% | 0.00% | -50.0% |
| Q3 2016 | $529,000 | +4.3% | 29,122 | -1.2% | 0.01% | +50.0% |
| Q2 2016 | $507,000 | -14.1% | 29,471 | +17.6% | 0.00% | 0.0% |
| Q1 2016 | $590,000 | -14.6% | 25,066 | +4.0% | 0.00% | -20.0% |
| Q4 2015 | $691,000 | -62.6% | 24,108 | -38.3% | 0.01% | -58.3% |
| Q2 2015 | $1,849,000 | +431.3% | 39,086 | +459.1% | 0.01% | +500.0% |
| Q4 2014 | $348,000 | +10.1% | 6,991 | +14.2% | 0.00% | 0.0% |
| Q3 2014 | $316,000 | -87.3% | 6,122 | -84.6% | 0.00% | -85.7% |
| Q2 2014 | $2,485,000 | +245.6% | 39,697 | +306.6% | 0.01% | +366.7% |
| Q1 2014 | $719,000 | -55.1% | 9,764 | -60.3% | 0.00% | -57.1% |
| Q4 2013 | $1,600,000 | -16.1% | 24,569 | -33.7% | 0.01% | -12.5% |
| Q3 2013 | $1,908,000 | +492.5% | 37,065 | +400.8% | 0.01% | +300.0% |
| Q2 2013 | $322,000 | – | 7,401 | – | 0.00% | – |
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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% |