WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 250 filers reported holding WADDELL & REED FINL INC in Q3 2018. The put-call ratio across all filers is 0.37 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $340,000 | +69.2% | 13,570 | +72.1% | 0.00% | – |
| Q4 2020 | $201,000 | -38.2% | 7,885 | -58.3% | 0.00% | -100.0% |
| Q3 2019 | $325,000 | +1.9% | 18,913 | -1.0% | 0.00% | 0.0% |
| Q2 2019 | $319,000 | -3.6% | 19,110 | -0.3% | 0.00% | 0.0% |
| Q1 2019 | $331,000 | -11.3% | 19,164 | -7.1% | 0.00% | 0.0% |
| Q4 2018 | $373,000 | +1.9% | 20,633 | +19.3% | 0.00% | 0.0% |
| Q3 2018 | $366,000 | +36.1% | 17,292 | +15.7% | 0.00% | 0.0% |
| Q2 2018 | $269,000 | -39.0% | 14,949 | -23.8% | 0.00% | 0.0% |
| Q1 2016 | $441,000 | -6.0% | 19,614 | +108.3% | 0.00% | -66.7% |
| Q4 2014 | $469,000 | -54.2% | 9,415 | -32.2% | 0.00% | -50.0% |
| Q1 2014 | $1,023,000 | +155.1% | 13,889 | +125.6% | 0.01% | +100.0% |
| Q4 2013 | $401,000 | +10.5% | 6,157 | -5.9% | 0.00% | +50.0% |
| Q3 2013 | $363,000 | – | 6,546 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HAHN CAPITAL MANAGEMENT LLC | 441,364 | $22,721,419,000 | 3.06% |
| HERNDON CAPITAL MANAGEMENT LLC | 3,814,134 | $196,351,618,000 | 2.58% |
| NEW AMSTERDAM PARTNERS LLC/NY | 1,065,942 | $54,874,000 | 1.83% |
| Channing Capital Management, LLC | 425,495 | $21,904,000 | 1.61% |
| HERMES INVESTMENT MANAGEMENT LTD | 853,827 | $43,955,000 | 1.48% |
| TIVERTON ASSET MANAGEMENT LLC | 950,000 | $48,906,000 | 1.18% |
| STERNE AGEE GROUP, INC. | 55,339 | $2,849,000 | 1.10% |
| LOMBARDIA CAPITAL PARTNERS LLC | 563,530 | $29,011,000 | 0.94% |
| PINNACLE ASSOCIATES LTD | 832,595 | $42,862,000 | 0.89% |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 1,449,350 | $74,613,000 | 0.87% |