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 | $458,000 | +21.2% | 18,274 | +23.0% | 0.00% | 0.0% |
| Q4 2020 | $378,000 | +97.9% | 14,853 | +30.3% | 0.00% | 0.0% |
| Q4 2019 | $191,000 | +9.8% | 11,395 | +12.5% | 0.00% | 0.0% |
| Q3 2019 | $174,000 | +3.0% | 10,133 | -0.3% | 0.00% | 0.0% |
| Q2 2019 | $169,000 | -6.1% | 10,165 | -2.6% | 0.00% | 0.0% |
| Q1 2019 | $180,000 | -5.3% | 10,437 | -0.4% | 0.00% | 0.0% |
| Q4 2018 | $190,000 | -22.8% | 10,482 | -9.8% | 0.00% | -50.0% |
| Q3 2018 | $246,000 | -45.8% | 11,625 | -54.0% | 0.00% | -33.3% |
| Q2 2018 | $454,000 | -10.6% | 25,245 | +0.5% | 0.00% | 0.0% |
| Q1 2018 | $508,000 | -15.5% | 25,121 | -6.7% | 0.00% | -25.0% |
| Q4 2017 | $601,000 | +58.6% | 26,924 | +42.6% | 0.00% | +33.3% |
| Q3 2017 | $379,000 | -2.3% | 18,881 | -8.2% | 0.00% | -25.0% |
| Q2 2017 | $388,000 | -20.5% | 20,564 | -28.3% | 0.00% | -20.0% |
| Q1 2017 | $488,000 | -21.9% | 28,688 | -10.5% | 0.01% | -28.6% |
| Q4 2016 | $625,000 | +35.3% | 32,046 | +25.8% | 0.01% | +16.7% |
| Q3 2016 | $462,000 | -4.3% | 25,464 | -9.2% | 0.01% | 0.0% |
| Q2 2016 | $483,000 | +4.8% | 28,051 | +43.3% | 0.01% | 0.0% |
| Q1 2016 | $461,000 | -24.4% | 19,575 | -8.1% | 0.01% | -14.3% |
| Q4 2015 | $610,000 | -11.7% | 21,296 | +7.1% | 0.01% | -30.0% |
| Q3 2015 | $691,000 | -39.8% | 19,885 | -18.0% | 0.01% | -37.5% |
| Q2 2015 | $1,147,000 | -9.0% | 24,247 | -4.7% | 0.02% | +6.7% |
| Q1 2015 | $1,261,000 | -11.2% | 25,446 | -10.7% | 0.02% | -11.8% |
| Q4 2014 | $1,420,000 | -52.6% | 28,504 | -50.8% | 0.02% | -57.5% |
| Q3 2014 | $2,997,000 | -12.4% | 57,980 | +6.1% | 0.04% | -9.1% |
| Q2 2014 | $3,421,000 | +88.7% | 54,663 | +122.0% | 0.04% | +91.3% |
| Q1 2014 | $1,813,000 | -63.7% | 24,621 | -67.9% | 0.02% | -68.9% |
| Q4 2013 | $4,994,000 | +316.2% | 76,696 | +229.0% | 0.07% | +164.3% |
| Q3 2013 | $1,200,000 | +36.7% | 23,312 | +15.5% | 0.03% | +64.7% |
| Q2 2013 | $878,000 | – | 20,178 | – | 0.02% | – |
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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% |