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 | $3,228,000 | -8.3% | 128,880 | -6.8% | 0.02% | -22.2% |
| Q4 2020 | $3,522,000 | +64.4% | 138,280 | -4.1% | 0.03% | +58.8% |
| Q3 2020 | $2,142,000 | -5.9% | 144,260 | -1.7% | 0.02% | -19.0% |
| Q2 2020 | $2,276,000 | +26.9% | 146,760 | -6.9% | 0.02% | 0.0% |
| Q1 2020 | $1,793,000 | -60.3% | 157,560 | -41.7% | 0.02% | -25.0% |
| Q4 2019 | $4,522,000 | +41.8% | 270,458 | +45.8% | 0.03% | +33.3% |
| Q3 2019 | $3,188,000 | +15.3% | 185,560 | +11.9% | 0.02% | -4.5% |
| Q2 2019 | $2,765,000 | +129.3% | 165,868 | +137.7% | 0.02% | +100.0% |
| Q1 2019 | $1,206,000 | -4.5% | 69,768 | -0.1% | 0.01% | 0.0% |
| Q4 2018 | $1,263,000 | +3.6% | 69,868 | +21.4% | 0.01% | +22.2% |
| Q3 2018 | $1,219,000 | +28.5% | 57,568 | +9.0% | 0.01% | +50.0% |
| Q2 2018 | $949,000 | -11.1% | 52,838 | 0.0% | 0.01% | -14.3% |
| Q1 2018 | $1,068,000 | -9.5% | 52,838 | 0.0% | 0.01% | -12.5% |
| Q4 2017 | $1,180,000 | +11.3% | 52,838 | 0.0% | 0.01% | +60.0% |
| Q3 2017 | $1,060,000 | +30.5% | 52,838 | +22.9% | 0.01% | -28.6% |
| Q2 2017 | $812,000 | – | 43,000 | – | 0.01% | – |
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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% |