WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $892,000 | -62.3% | 35,584 | +110.5% | 0.00% | +100.0% |
| Q4 2020 | $2,368,000 | +839.7% | 16,908 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $252,000 | -68.3% | 16,908 | -67.0% | 0.00% | -66.7% |
| Q2 2020 | $794,000 | +172.9% | 51,178 | +100.0% | 0.00% | +50.0% |
| Q1 2020 | $291,000 | -79.0% | 25,589 | -69.1% | 0.00% | -77.8% |
| Q4 2019 | $1,385,000 | -2.7% | 82,812 | 0.0% | 0.01% | -10.0% |
| Q3 2019 | $1,423,000 | +3.1% | 82,812 | 0.0% | 0.01% | -9.1% |
| Q2 2019 | $1,380,000 | -14.9% | 82,812 | -11.7% | 0.01% | -15.4% |
| Q1 2019 | $1,621,000 | -40.0% | 93,738 | -37.3% | 0.01% | -56.7% |
| Q4 2018 | $2,702,000 | -66.2% | 149,442 | -60.4% | 0.03% | -50.0% |
| Q3 2018 | $8,001,000 | +27.6% | 377,772 | +8.3% | 0.06% | +9.1% |
| Q2 2018 | $6,270,000 | -11.1% | 348,924 | 0.0% | 0.06% | -15.4% |
| Q1 2018 | $7,052,000 | +63.9% | 348,924 | +58.2% | 0.06% | +51.2% |
| Q4 2016 | $4,302,000 | -37.5% | 220,519 | -41.8% | 0.04% | -46.9% |
| Q3 2016 | $6,878,000 | +63.0% | 378,717 | +54.5% | 0.08% | +35.0% |
| Q2 2016 | $4,220,000 | +268.9% | 245,062 | +404.2% | 0.06% | +215.8% |
| Q1 2016 | $1,144,000 | +2058.5% | 48,607 | +2524.6% | 0.02% | +1800.0% |
| Q4 2015 | $53,000 | -97.9% | 1,852 | -96.2% | 0.00% | -98.9% |
| Q3 2014 | $2,487,000 | – | 48,118 | – | 0.09% | – |
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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% |