WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 256 filers reported holding WADDELL & REED FINL INC in Q1 2016. The put-call ratio across all filers is 1.34 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $282,000 | -21.7% | 13,938 | -13.6% | 0.12% | -18.9% |
| Q4 2017 | $360,000 | +11.1% | 16,134 | 0.0% | 0.14% | +20.2% |
| Q3 2017 | $324,000 | -16.1% | 16,134 | -28.0% | 0.12% | -17.4% |
| Q2 2016 | $386,000 | -26.9% | 22,418 | 0.0% | 0.14% | -19.1% |
| Q1 2016 | $528,000 | -17.9% | 22,418 | 0.0% | 0.18% | -32.1% |
| Q4 2015 | $643,000 | -70.4% | 22,418 | -64.1% | 0.26% | -70.6% |
| Q3 2015 | $2,173,000 | +13.5% | 62,484 | +54.3% | 0.89% | +22.1% |
| Q2 2015 | $1,915,000 | -4.5% | 40,484 | 0.0% | 0.73% | -3.3% |
| Q1 2015 | $2,006,000 | – | 40,484 | – | 0.76% | – |
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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% |