WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2015 | $339,000 | -1.5% | 6,851 | -0.9% | 0.01% | 0.0% |
| Q4 2014 | $344,000 | -17.5% | 6,913 | -14.4% | 0.01% | 0.0% |
| Q3 2014 | $417,000 | -19.2% | 8,074 | -2.1% | 0.01% | -25.0% |
| Q2 2014 | $516,000 | -15.8% | 8,251 | -0.9% | 0.02% | -15.8% |
| Q1 2014 | $613,000 | +11.9% | 8,330 | -1.1% | 0.02% | +26.7% |
| Q4 2013 | $548,000 | +8.3% | 8,419 | -14.4% | 0.02% | +15.4% |
| Q3 2013 | $506,000 | +3.3% | 9,835 | -12.7% | 0.01% | +18.2% |
| Q2 2013 | $490,000 | – | 11,271 | – | 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% |