WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 245 filers reported holding WADDELL & REED FINL INC in Q4 2018. The put-call ratio across all filers is 0.47 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $17,494,000 | -21.1% | 698,365 | -19.8% | 0.00% | -20.0% |
| Q4 2020 | $22,168,000 | +36.1% | 870,344 | -20.6% | 0.01% | +25.0% |
| Q3 2020 | $16,284,000 | -13.4% | 1,096,550 | -9.6% | 0.00% | -20.0% |
| Q2 2020 | $18,806,000 | +32.6% | 1,212,479 | -2.7% | 0.01% | 0.0% |
| Q1 2020 | $14,186,000 | -34.4% | 1,246,548 | -3.7% | 0.01% | -16.7% |
| Q4 2019 | $21,632,000 | -2.7% | 1,293,804 | 0.0% | 0.01% | -14.3% |
| Q3 2019 | $22,227,000 | +3.1% | 1,293,804 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $21,568,000 | -3.6% | 1,293,804 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $22,370,000 | -4.4% | 1,293,804 | 0.0% | 0.01% | -22.2% |
| Q4 2018 | $23,393,000 | -3.7% | 1,293,804 | +12.8% | 0.01% | +12.5% |
| Q3 2018 | $24,300,000 | +17.9% | 1,147,344 | 0.0% | 0.01% | +14.3% |
| Q2 2018 | $20,618,000 | +20.3% | 1,147,344 | +35.3% | 0.01% | +16.7% |
| Q1 2018 | $17,140,000 | -40.0% | 848,089 | -33.7% | 0.01% | -40.0% |
| Q4 2017 | $28,586,000 | +31.7% | 1,279,576 | +18.3% | 0.01% | +25.0% |
| Q3 2017 | $21,703,000 | +6.3% | 1,081,357 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $20,416,000 | +42.4% | 1,081,357 | +28.2% | 0.01% | +33.3% |
| Q1 2017 | $14,337,000 | -7.4% | 843,352 | +6.3% | 0.01% | -14.3% |
| Q4 2016 | $15,478,000 | +5.7% | 793,327 | -6.1% | 0.01% | 0.0% |
| Q3 2016 | $14,648,000 | +0.7% | 844,530 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $14,543,000 | -43.1% | 844,530 | -22.2% | 0.01% | -46.2% |
| Q1 2016 | $25,567,000 | -14.5% | 1,086,116 | +4.0% | 0.01% | -13.3% |
| Q4 2015 | $29,917,000 | -15.1% | 1,043,868 | +3.0% | 0.02% | -16.7% |
| Q3 2015 | $35,252,000 | -8.7% | 1,013,874 | +24.2% | 0.02% | -5.3% |
| Q2 2015 | $38,631,000 | +0.6% | 816,546 | +5.4% | 0.02% | 0.0% |
| Q1 2015 | $38,396,000 | -9.7% | 775,052 | -9.2% | 0.02% | -13.6% |
| Q4 2014 | $42,538,000 | -3.6% | 853,840 | 0.0% | 0.02% | -8.3% |
| Q3 2014 | $44,135,000 | -56.9% | 853,840 | -47.8% | 0.02% | -14.3% |
| Q2 2014 | $102,320,000 | +73.2% | 1,634,754 | +103.7% | 0.03% | -15.2% |
| Q1 2014 | $59,072,000 | +13.1% | 802,391 | 0.0% | 0.03% | +10.0% |
| Q4 2013 | $52,252,000 | +24.0% | 802,391 | -2.0% | 0.03% | +20.0% |
| Q3 2013 | $42,143,000 | +18.3% | 818,633 | 0.0% | 0.02% | +13.6% |
| Q2 2013 | $35,611,000 | -0.6% | 818,633 | 0.0% | 0.02% | -4.3% |
| Q1 2013 | $35,840,000 | -28.1% | 818,633 | -48.0% | 0.02% | -32.4% |
| Q3 2012 | $49,833,000 | +117.7% | 1,573,652 | +100.0% | 0.03% | +88.9% |
| Q2 2012 | $22,889,000 | – | 786,826 | – | 0.02% | – |
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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% |