WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 2 filers reported holding WADDELL & REED FINL INC in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $233,000 | +8.4% | 9,296 | +10.1% | 0.00% | – |
| Q4 2020 | $215,000 | +38.7% | 8,442 | -19.2% | 0.00% | – |
| Q3 2020 | $155,000 | -17.1% | 10,453 | +0.9% | 0.00% | – |
| Q4 2018 | $187,000 | +1977.8% | 10,362 | +2118.8% | 0.00% | – |
| Q2 2018 | $9,000 | +12.5% | 467 | +13.6% | 0.00% | – |
| Q1 2018 | $8,000 | -11.1% | 411 | -3.3% | 0.00% | – |
| Q4 2017 | $9,000 | -18.2% | 425 | -29.0% | 0.00% | – |
| Q3 2017 | $11,000 | +10.0% | 599 | +7.0% | 0.00% | – |
| Q2 2017 | $10,000 | -86.8% | 560 | -87.4% | 0.00% | – |
| Q1 2017 | $76,000 | -29.0% | 4,446 | -20.3% | 0.00% | – |
| Q4 2016 | $107,000 | +39.0% | 5,576 | +31.1% | 0.00% | – |
| Q3 2016 | $77,000 | -40.3% | 4,253 | -43.4% | 0.00% | -100.0% |
| Q2 2016 | $129,000 | -67.4% | 7,513 | -55.4% | 0.00% | -50.0% |
| Q1 2016 | $396,000 | -31.7% | 16,831 | -16.8% | 0.00% | -33.3% |
| Q4 2015 | $580,000 | -77.3% | 20,241 | -72.5% | 0.00% | -76.9% |
| Q3 2015 | $2,559,000 | -24.4% | 73,601 | +2.9% | 0.01% | -18.8% |
| Q2 2015 | $3,385,000 | -6.9% | 71,554 | -2.5% | 0.02% | -15.8% |
| Q1 2015 | $3,636,000 | +2201.3% | 73,400 | +2213.3% | 0.02% | +850.0% |
| Q4 2014 | $158,000 | -14.6% | 3,173 | -11.3% | 0.00% | 0.0% |
| Q3 2014 | $185,000 | -20.6% | 3,578 | -4.0% | 0.00% | 0.0% |
| Q2 2014 | $233,000 | -21.3% | 3,728 | -7.3% | 0.00% | -33.3% |
| Q1 2014 | $296,000 | +18.4% | 4,020 | +4.8% | 0.00% | 0.0% |
| Q4 2013 | $250,000 | +26.9% | 3,837 | +0.5% | 0.00% | +50.0% |
| Q3 2013 | $197,000 | -12.8% | 3,819 | -26.4% | 0.00% | -33.3% |
| Q2 2013 | $226,000 | – | 5,186 | – | 0.00% | – |
Download | ||||||
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% |