WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 250 filers reported holding WADDELL & REED FINL INC in Q3 2018. The put-call ratio across all filers is 0.37 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $235,000 | +126.0% | 9,211 | +32.1% | 0.00% | 0.0% |
| Q3 2020 | $104,000 | -3.7% | 6,973 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $108,000 | +36.7% | 6,973 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $79,000 | 0.0% | 6,973 | +48.2% | 0.00% | 0.0% |
| Q4 2019 | $79,000 | -2.5% | 4,705 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $81,000 | +3.8% | 4,705 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $78,000 | -6.0% | 4,705 | -1.7% | 0.00% | 0.0% |
| Q1 2019 | $83,000 | -32.0% | 4,784 | -29.1% | 0.00% | 0.0% |
| Q4 2018 | $122,000 | +0.8% | 6,744 | +17.7% | 0.00% | 0.0% |
| Q3 2018 | $121,000 | +17.5% | 5,732 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $103,000 | -11.2% | 5,732 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $116,000 | +33.3% | 5,732 | +47.5% | 0.00% | 0.0% |
| Q4 2017 | $87,000 | +55.4% | 3,886 | +38.9% | 0.00% | 0.0% |
| Q3 2017 | $56,000 | +5.7% | 2,797 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $53,000 | +39.5% | 2,797 | +25.1% | 0.00% | – |
| Q1 2017 | $38,000 | -13.6% | 2,235 | 0.0% | 0.00% | – |
| Q4 2016 | $44,000 | +7.3% | 2,235 | 0.0% | 0.00% | – |
| Q3 2016 | $41,000 | -85.9% | 2,235 | -86.7% | 0.00% | -100.0% |
| Q2 2016 | $290,000 | -26.8% | 16,840 | 0.0% | 0.00% | -20.0% |
| Q1 2016 | $396,000 | -18.0% | 16,840 | 0.0% | 0.01% | -16.7% |
| Q4 2015 | $483,000 | +3.6% | 16,840 | +25.6% | 0.01% | -14.3% |
| Q3 2015 | $466,000 | -22.1% | 13,412 | +6.1% | 0.01% | -12.5% |
| Q2 2015 | $598,000 | -4.6% | 12,645 | 0.0% | 0.01% | -11.1% |
| Q1 2015 | $627,000 | – | 12,645 | – | 0.01% | – |
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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% |