WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2015 | $4,000 | -20.0% | 92 | 0.0% | 0.00% | – |
| Q4 2014 | $5,000 | -99.9% | 92 | -99.9% | 0.00% | -100.0% |
| Q3 2014 | $9,479,000 | -17.1% | 183,381 | +0.3% | 0.01% | -23.1% |
| Q2 2014 | $11,441,000 | -48.9% | 182,795 | -39.9% | 0.01% | -51.9% |
| Q1 2014 | $22,407,000 | +14.2% | 304,358 | +1.0% | 0.03% | +12.5% |
| Q4 2013 | $19,616,000 | +31.7% | 301,236 | +4.1% | 0.02% | +14.3% |
| Q3 2013 | $14,895,000 | +13.6% | 289,343 | -4.0% | 0.02% | +5.0% |
| Q2 2013 | $13,117,000 | – | 301,531 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HAHN CAPITAL MANAGEMENT LLC | 368,823 | $23,084,654,000 | 3.05% |
| HERNDON CAPITAL MANAGEMENT LLC | 3,318,544 | $207,707,669,000 | 2.61% |
| NEW AMSTERDAM PARTNERS LLC/NY | 522,883 | $32,727,000 | 2.13% |
| Jupiter Investment Management Ltd | 404,786 | $25,335,000 | 1.42% |
| Monarch Partners Asset Management LLC | 76,399 | $4,782,000 | 1.25% |
| TIVERTON ASSET MANAGEMENT LLC | 800,000 | $50,075,000 | 1.12% |
| PINNACLE ASSOCIATES LTD | 730,376 | $45,714,000 | 0.89% |
| AJO, LP | 2,789,020 | $174,565,000 | 0.75% |
| HERMES INVESTMENT MANAGEMENT LTD | 430,204 | $26,926,000 | 0.74% |
| GRIMES & COMPANY, INC. | 43,624 | $2,730,000 | 0.72% |