WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 2 filers reported holding WADDELL & REED FINL INC in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $84,004,000 | -1.4% | 3,353,441 | +0.3% | 0.86% | -8.5% |
| Q4 2020 | $85,189,000 | +23.1% | 3,344,677 | -28.2% | 0.93% | +18.2% |
| Q3 2020 | $69,222,000 | +1.4% | 4,661,443 | +5.9% | 0.79% | -1.1% |
| Q2 2020 | $68,247,000 | +37.6% | 4,400,216 | +0.9% | 0.80% | +18.5% |
| Q1 2020 | $49,613,000 | -0.3% | 4,359,669 | +46.5% | 0.67% | +37.6% |
| Q4 2019 | $49,770,000 | -4.5% | 2,976,675 | -1.9% | 0.49% | -6.0% |
| Q3 2019 | $52,133,000 | +123.8% | 3,034,519 | +117.2% | 0.52% | +123.6% |
| Q2 2019 | $23,292,000 | -3.0% | 1,397,213 | +0.6% | 0.23% | -5.7% |
| Q1 2019 | $24,006,000 | -12.6% | 1,388,411 | -8.6% | 0.25% | -15.7% |
| Q4 2018 | $27,469,000 | +31.2% | 1,519,303 | +53.7% | 0.29% | +50.3% |
| Q3 2018 | $20,940,000 | +10.8% | 988,673 | -6.0% | 0.20% | +6.6% |
| Q2 2018 | $18,905,000 | -11.6% | 1,052,043 | -0.6% | 0.18% | -9.0% |
| Q1 2018 | $21,395,000 | -9.7% | 1,058,628 | -0.2% | 0.20% | -6.5% |
| Q4 2017 | $23,695,000 | +25.8% | 1,060,668 | +13.0% | 0.22% | +20.8% |
| Q3 2017 | $18,833,000 | +19.8% | 938,382 | +12.7% | 0.18% | +19.5% |
| Q2 2017 | $15,716,000 | +10.6% | 832,418 | -0.4% | 0.15% | +8.0% |
| Q1 2017 | $14,209,000 | -20.4% | 835,799 | -8.7% | 0.14% | -18.3% |
| Q4 2016 | $17,857,000 | -2.6% | 915,280 | -9.4% | 0.17% | -7.1% |
| Q3 2016 | $18,336,000 | +6.9% | 1,009,716 | +1.4% | 0.18% | +6.4% |
| Q2 2016 | $17,145,000 | -24.8% | 995,621 | +2.8% | 0.17% | -27.8% |
| Q1 2016 | $22,802,000 | +126.0% | 968,643 | +175.2% | 0.24% | +113.5% |
| Q4 2015 | $10,088,000 | -18.3% | 351,980 | -0.9% | 0.11% | -19.6% |
| Q3 2015 | $12,348,000 | -5.9% | 355,132 | +28.0% | 0.14% | -3.5% |
| Q2 2015 | $13,122,000 | -4.2% | 277,364 | +0.3% | 0.14% | -5.9% |
| Q1 2015 | $13,696,000 | – | 276,473 | – | 0.15% | – |
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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% |