WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 201 filers reported holding WADDELL & REED FINL INC in Q1 2021. The put-call ratio across all filers is - 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 ↓ |
|---|---|---|---|
| HAHN CAPITAL MANAGEMENT LLC | 441,364 | $22,721,419,000 | 3.06% |
| HERNDON CAPITAL MANAGEMENT LLC | 3,814,134 | $196,351,618,000 | 2.58% |
| NEW AMSTERDAM PARTNERS LLC/NY | 1,065,942 | $54,874,000 | 1.83% |
| Channing Capital Management, LLC | 425,495 | $21,904,000 | 1.61% |
| HERMES INVESTMENT MANAGEMENT LTD | 853,827 | $43,955,000 | 1.48% |
| TIVERTON ASSET MANAGEMENT LLC | 950,000 | $48,906,000 | 1.18% |
| STERNE AGEE GROUP, INC. | 55,339 | $2,849,000 | 1.10% |
| LOMBARDIA CAPITAL PARTNERS LLC | 563,530 | $29,011,000 | 0.94% |
| PINNACLE ASSOCIATES LTD | 832,595 | $42,862,000 | 0.89% |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 1,449,350 | $74,613,000 | 0.87% |