WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $1,054,000 | -14.9% | 42,089 | -13.5% | 0.01% | -21.4% |
| Q4 2020 | $1,239,000 | +36.9% | 48,656 | -20.2% | 0.01% | +27.3% |
| Q3 2020 | $905,000 | -5.7% | 60,972 | -1.5% | 0.01% | -8.3% |
| Q2 2020 | $960,000 | +36.0% | 61,902 | -0.3% | 0.01% | +9.1% |
| Q1 2020 | $706,000 | -20.4% | 62,102 | +16.9% | 0.01% | -8.3% |
| Q4 2019 | $887,000 | -8.0% | 53,102 | -5.4% | 0.01% | -7.7% |
| Q3 2019 | $964,000 | +60.1% | 56,136 | +55.2% | 0.01% | +30.0% |
| Q2 2019 | $602,000 | -3.7% | 36,170 | -0.1% | 0.01% | -9.1% |
| Q1 2019 | $625,000 | -6.0% | 36,210 | -1.8% | 0.01% | -15.4% |
| Q4 2018 | $665,000 | -15.9% | 36,871 | -1.4% | 0.01% | 0.0% |
| Q3 2018 | $791,000 | +63.4% | 37,379 | +38.5% | 0.01% | +44.4% |
| Q2 2018 | $484,000 | -10.7% | 26,984 | +0.6% | 0.01% | -18.2% |
| Q1 2018 | $542,000 | +2.3% | 26,834 | +12.8% | 0.01% | -15.4% |
| Q4 2017 | $530,000 | +11.8% | 23,784 | +0.5% | 0.01% | -45.8% |
| Q3 2017 | $474,000 | +6.3% | 23,674 | +0.1% | 0.02% | -20.0% |
| Q2 2017 | $446,000 | +305.5% | 23,644 | +263.8% | 0.03% | +275.0% |
| Q1 2017 | $110,000 | -12.7% | 6,500 | 0.0% | 0.01% | -33.3% |
| Q4 2016 | $126,000 | +6.8% | 6,500 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $118,000 | +6.3% | 6,500 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $111,000 | -27.5% | 6,500 | 0.0% | 0.01% | -25.0% |
| Q1 2016 | $153,000 | +7.7% | 6,500 | +30.8% | 0.02% | -20.0% |
| Q4 2015 | $142,000 | +52.7% | 4,970 | +84.8% | 0.02% | 0.0% |
| Q3 2015 | $93,000 | -26.8% | 2,690 | 0.0% | 0.02% | -28.6% |
| Q2 2015 | $127,000 | -4.5% | 2,690 | 0.0% | 0.03% | +3.7% |
| Q1 2015 | $133,000 | -0.7% | 2,690 | 0.0% | 0.03% | -3.6% |
| Q4 2014 | $134,000 | -3.6% | 2,690 | 0.0% | 0.03% | -12.5% |
| Q3 2014 | $139,000 | -17.3% | 2,690 | 0.0% | 0.03% | -5.9% |
| Q2 2014 | $168,000 | -15.2% | 2,690 | 0.0% | 0.03% | -20.9% |
| Q1 2014 | $198,000 | – | 2,690 | – | 0.04% | – |
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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% |