WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 239 filers reported holding WADDELL & REED FINL INC in Q2 2018. The put-call ratio across all filers is 0.67 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $401,000 | +19.0% | 27,000 | -8.9% | 0.29% | -2.3% |
| Q1 2020 | $337,000 | -31.5% | 29,640 | +0.8% | 0.30% | -4.8% |
| Q4 2019 | $492,000 | +5.4% | 29,400 | +8.2% | 0.31% | -0.6% |
| Q3 2019 | $467,000 | -2.3% | 27,180 | 0.0% | 0.32% | +2.9% |
| Q2 2019 | $478,000 | +3.2% | 27,180 | +1.6% | 0.31% | -0.6% |
| Q1 2019 | $463,000 | +4.0% | 26,760 | +8.8% | 0.31% | -5.5% |
| Q4 2018 | $445,000 | -19.1% | 24,600 | -5.3% | 0.33% | -0.9% |
| Q3 2018 | $550,000 | +19.3% | 25,980 | +1.2% | 0.33% | +16.2% |
| Q2 2018 | $461,000 | -3.8% | 25,680 | +8.4% | 0.28% | -4.7% |
| Q1 2018 | $479,000 | -20.6% | 23,700 | -12.2% | 0.30% | -17.2% |
| Q4 2017 | $603,000 | +16.6% | 27,000 | +4.9% | 0.36% | +12.9% |
| Q3 2017 | $517,000 | +4.2% | 25,740 | -2.1% | 0.32% | 0.0% |
| Q2 2017 | $496,000 | +1450.0% | 26,280 | +3924.5% | 0.32% | +1419.0% |
| Q1 2015 | $32,000 | -3.0% | 653 | 0.0% | 0.02% | -4.5% |
| Q4 2014 | $33,000 | -92.9% | 653 | -92.7% | 0.02% | -93.2% |
| Q3 2014 | $462,000 | -7.4% | 8,932 | +12.0% | 0.32% | -3.3% |
| Q2 2014 | $499,000 | -5.0% | 7,972 | +11.7% | 0.34% | -7.4% |
| Q1 2014 | $525,000 | +9.4% | 7,134 | -3.3% | 0.36% | +9.3% |
| Q4 2013 | $480,000 | +1.7% | 7,374 | -19.5% | 0.33% | -6.7% |
| Q3 2013 | $472,000 | +20.7% | 9,162 | +2.0% | 0.36% | +13.7% |
| Q2 2013 | $391,000 | – | 8,982 | – | 0.31% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HERNDON CAPITAL MANAGEMENT LLC | 3,504,129 | $228,188,880,000 | 2.88% |
| NEW AMSTERDAM PARTNERS LLC/NY | 636,862 | $41,472,000 | 2.75% |
| HAHN CAPITAL MANAGEMENT LLC | 299,147 | $19,480,453,000 | 2.70% |
| BlueMar Capital Management, LLC | 40,000 | $2,605,000 | 1.45% |
| STERNE AGEE GROUP, INC. | 60,272 | $3,925,000 | 1.29% |
| Jupiter Investment Management Ltd | 220,179 | $14,338,000 | 1.21% |
| HERMES INVESTMENT MANAGEMENT LTD | 600,176 | $39,083,000 | 1.19% |
| TIVERTON ASSET MANAGEMENT LLC | 800,000 | $52,096,000 | 1.15% |
| PINNACLE ASSOCIATES LTD | 811,337 | $52,834,000 | 1.03% |
| Dynamic Technology Lab Private Ltd | 9,142 | $595,000 | 0.98% |