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 | 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% |