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 Q3 2019. The put-call ratio across all filers is 4.64 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $168,000 | -68.2% | 14,763 | -53.4% | 0.04% | -28.8% |
| Q2 2019 | $528,000 | +65.0% | 31,700 | +100.1% | 0.06% | +247.1% |
| Q1 2018 | $320,000 | +18.5% | 15,842 | +17.9% | 0.02% | -5.6% |
| Q3 2017 | $270,000 | -44.4% | 13,434 | -46.0% | 0.02% | -37.9% |
| Q4 2016 | $486,000 | -12.9% | 24,900 | +27.9% | 0.03% | +7.4% |
| Q4 2015 | $558,000 | -25.2% | 19,469 | +23.4% | 0.03% | -6.9% |
| Q2 2015 | $746,000 | +101.1% | 15,774 | +110.9% | 0.03% | +93.3% |
| Q1 2015 | $371,000 | -15.5% | 7,480 | -15.2% | 0.02% | -51.6% |
| Q4 2014 | $439,000 | -61.5% | 8,818 | -51.6% | 0.03% | -39.2% |
| Q2 2014 | $1,141,000 | +220.5% | 18,225 | +277.1% | 0.05% | +104.0% |
| Q1 2014 | $356,000 | -74.8% | 4,833 | -77.7% | 0.02% | -77.7% |
| Q4 2013 | $1,413,000 | +579.3% | 21,699 | +353.3% | 0.11% | +348.0% |
| Q2 2013 | $208,000 | – | 4,787 | – | 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% |