WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 226 filers reported holding WADDELL & REED FINL INC in Q4 2020. The put-call ratio across all filers is 0.18 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $1,251,000 | +106.1% | 49,119 | +20.1% | 0.01% | +100.0% |
| Q3 2020 | $607,000 | -48.7% | 40,911 | -60.7% | 0.00% | -66.7% |
| Q1 2020 | $1,184,000 | +60.7% | 104,024 | +136.1% | 0.01% | +80.0% |
| Q4 2019 | $737,000 | +34.0% | 44,058 | +37.7% | 0.01% | 0.0% |
| Q3 2019 | $550,000 | +146.6% | 32,000 | +139.0% | 0.01% | +400.0% |
| Q2 2019 | $223,000 | +22.5% | 13,387 | +33.2% | 0.00% | 0.0% |
| Q4 2018 | $182,000 | -64.0% | 10,047 | -57.9% | 0.00% | -66.7% |
| Q3 2018 | $506,000 | +46.2% | 23,883 | +24.2% | 0.00% | +50.0% |
| Q2 2018 | $346,000 | -64.4% | 19,232 | -60.0% | 0.00% | -60.0% |
| Q1 2018 | $972,000 | -10.1% | 48,100 | -0.5% | 0.01% | +25.0% |
| Q4 2017 | $1,081,000 | +307.9% | 48,329 | +265.4% | 0.00% | +100.0% |
| Q3 2017 | $265,000 | -67.9% | 13,228 | -69.7% | 0.00% | -60.0% |
| Q2 2017 | $826,000 | -5.9% | 43,700 | -15.3% | 0.01% | -28.6% |
| Q1 2017 | $878,000 | +106.6% | 51,600 | +136.7% | 0.01% | +133.3% |
| Q4 2016 | $425,000 | +134.8% | 21,800 | +118.6% | 0.00% | +200.0% |
| Q3 2016 | $181,000 | +570.4% | 9,972 | +523.2% | 0.00% | – |
| Q2 2016 | $27,000 | -78.2% | 1,600 | -69.2% | 0.00% | -100.0% |
| Q1 2016 | $124,000 | -76.0% | 5,200 | -71.2% | 0.00% | -60.0% |
| Q4 2015 | $517,000 | +660.3% | 18,034 | +1262.1% | 0.01% | +400.0% |
| Q3 2014 | $68,000 | -37.0% | 1,324 | -23.3% | 0.00% | 0.0% |
| Q2 2014 | $108,000 | +0.9% | 1,726 | +19.0% | 0.00% | -50.0% |
| Q1 2014 | $107,000 | -8.5% | 1,450 | -19.2% | 0.00% | +100.0% |
| Q4 2013 | $117,000 | +7.3% | 1,795 | -28.1% | 0.00% | 0.0% |
| Q2 2013 | $109,000 | – | 2,496 | – | 0.00% | – |
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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% |