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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $18,584,000 | -1.7% | 741,842 | -0.0% | 0.00% | 0.0% |
| Q4 2020 | $18,899,000 | +5.0% | 742,003 | -38.8% | 0.00% | 0.0% |
| Q3 2020 | $17,994,000 | -10.1% | 1,211,647 | -6.1% | 0.00% | -20.0% |
| Q2 2020 | $20,011,000 | +30.4% | 1,290,228 | -4.3% | 0.01% | 0.0% |
| Q1 2020 | $15,347,000 | -35.2% | 1,348,583 | -4.8% | 0.01% | -16.7% |
| Q4 2019 | $23,696,000 | +2.3% | 1,417,239 | +5.2% | 0.01% | 0.0% |
| Q3 2019 | $23,152,000 | +0.5% | 1,347,649 | -2.4% | 0.01% | 0.0% |
| Q2 2019 | $23,026,000 | +3.9% | 1,381,305 | +7.7% | 0.01% | 0.0% |
| Q1 2019 | $22,169,000 | -5.4% | 1,282,127 | -1.1% | 0.01% | -14.3% |
| Q4 2018 | $23,434,000 | -14.0% | 1,296,103 | +0.7% | 0.01% | 0.0% |
| Q3 2018 | $27,251,000 | +20.6% | 1,286,659 | +2.3% | 0.01% | +16.7% |
| Q2 2018 | $22,597,000 | -11.4% | 1,257,488 | -0.4% | 0.01% | -14.3% |
| Q1 2018 | $25,512,000 | -9.5% | 1,262,318 | +0.0% | 0.01% | 0.0% |
| Q4 2017 | $28,200,000 | -7.6% | 1,262,284 | -17.0% | 0.01% | -12.5% |
| Q3 2017 | $30,515,000 | +3.9% | 1,520,435 | -2.3% | 0.01% | 0.0% |
| Q2 2017 | $29,376,000 | +12.8% | 1,555,870 | +1.5% | 0.01% | +14.3% |
| Q1 2017 | $26,052,000 | -8.7% | 1,532,434 | +4.8% | 0.01% | -12.5% |
| Q4 2016 | $28,542,000 | +46.8% | 1,462,866 | +36.6% | 0.01% | +33.3% |
| Q3 2016 | $19,443,000 | -5.3% | 1,070,718 | -10.2% | 0.01% | 0.0% |
| Q2 2016 | $20,534,000 | -45.5% | 1,192,472 | -25.5% | 0.01% | -45.5% |
| Q1 2016 | $37,674,000 | -22.2% | 1,600,452 | -5.3% | 0.01% | -26.7% |
| Q4 2015 | $48,449,000 | -22.0% | 1,690,464 | -5.4% | 0.02% | -21.1% |
| Q3 2015 | $62,115,000 | -36.2% | 1,786,473 | -13.2% | 0.02% | -29.6% |
| Q2 2015 | $97,391,000 | -12.0% | 2,058,581 | -7.9% | 0.03% | -6.9% |
| Q1 2015 | $110,729,000 | -3.3% | 2,235,160 | -2.8% | 0.03% | -3.3% |
| Q4 2014 | $114,508,000 | +5.7% | 2,298,435 | +9.6% | 0.03% | +3.4% |
| Q3 2014 | $108,383,000 | -57.4% | 2,096,760 | -48.4% | 0.03% | -14.7% |
| Q2 2014 | $254,582,000 | +99.0% | 4,067,416 | +134.1% | 0.03% | -2.9% |
| Q1 2014 | $127,929,000 | +2.1% | 1,737,661 | -9.7% | 0.04% | 0.0% |
| Q4 2013 | $125,317,000 | -38.8% | 1,924,419 | -51.7% | 0.04% | +12.9% |
| Q3 2013 | $204,906,000 | +231.4% | 3,980,256 | +180.1% | 0.03% | +63.2% |
| Q2 2013 | $61,823,000 | – | 1,421,209 | – | 0.02% | – |
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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% |