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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $3,499,000 | -67.4% | 137,372 | -81.0% | 0.01% | -72.7% |
| Q3 2020 | $10,735,000 | +45.2% | 722,838 | +51.6% | 0.03% | +32.0% |
| Q2 2020 | $7,392,000 | +11.9% | 476,649 | -17.9% | 0.02% | -3.8% |
| Q1 2020 | $6,605,000 | -40.5% | 580,318 | -12.6% | 0.03% | -27.8% |
| Q4 2019 | $11,102,000 | -23.3% | 664,018 | -21.2% | 0.04% | -29.4% |
| Q3 2019 | $14,473,000 | +0.2% | 842,465 | -2.8% | 0.05% | 0.0% |
| Q2 2019 | $14,449,000 | +25.5% | 866,664 | +30.2% | 0.05% | +21.4% |
| Q1 2019 | $11,512,000 | +49.0% | 665,810 | +55.5% | 0.04% | +20.0% |
| Q4 2018 | $7,725,000 | +12.9% | 428,287 | +32.6% | 0.04% | +29.6% |
| Q3 2018 | $6,842,000 | +38.3% | 323,040 | +17.4% | 0.03% | +17.4% |
| Q2 2018 | $4,948,000 | -56.8% | 275,266 | -51.5% | 0.02% | -57.4% |
| Q1 2018 | $11,462,000 | +212.7% | 567,072 | +245.6% | 0.05% | +184.2% |
| Q4 2017 | $3,666,000 | +11.3% | 164,092 | 0.0% | 0.02% | -5.0% |
| Q3 2017 | $3,294,000 | +6.3% | 164,092 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $3,098,000 | +11.1% | 164,092 | 0.0% | 0.02% | +5.3% |
| Q1 2017 | $2,789,000 | +15394.4% | 164,092 | +17028.6% | 0.02% | – |
| Q4 2016 | $18,000 | 0.0% | 958 | 0.0% | 0.00% | – |
| Q3 2016 | $18,000 | -96.3% | 958 | -87.7% | 0.00% | -100.0% |
| Q2 2014 | $488,000 | -52.3% | 7,800 | -43.8% | 0.00% | -62.5% |
| Q1 2014 | $1,022,000 | – | 13,874 | – | 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% |