WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 223 filers reported holding WADDELL & REED FINL INC in Q2 2017. The put-call ratio across all filers is 0.25 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $33,000 | 0.0% | 1,308 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $33,000 | -76.4% | 1,308 | -86.1% | 0.00% | -75.0% |
| Q3 2020 | $140,000 | -15.7% | 9,425 | -11.9% | 0.00% | -20.0% |
| Q2 2020 | $166,000 | -56.2% | 10,693 | -67.9% | 0.01% | -61.5% |
| Q1 2020 | $379,000 | -53.4% | 33,317 | -31.5% | 0.01% | -27.8% |
| Q4 2019 | $814,000 | -67.9% | 48,659 | -67.0% | 0.02% | -70.0% |
| Q3 2019 | $2,534,000 | -9.8% | 147,470 | -12.5% | 0.06% | -9.1% |
| Q2 2019 | $2,810,000 | -15.7% | 168,558 | -12.6% | 0.07% | -16.5% |
| Q1 2019 | $3,335,000 | +28.7% | 192,912 | +34.6% | 0.08% | +19.7% |
| Q4 2018 | $2,591,000 | +141.9% | 143,282 | +183.4% | 0.07% | +200.0% |
| Q3 2018 | $1,071,000 | +20.1% | 50,552 | +1.6% | 0.02% | +15.8% |
| Q2 2018 | $892,000 | +11.5% | 49,733 | +25.7% | 0.02% | +5.6% |
| Q1 2018 | $800,000 | +1.9% | 39,572 | +12.7% | 0.02% | 0.0% |
| Q4 2017 | $785,000 | +0.1% | 35,125 | -10.1% | 0.02% | 0.0% |
| Q3 2017 | $784,000 | +14.0% | 39,066 | +7.2% | 0.02% | +12.5% |
| Q2 2017 | $688,000 | +95.5% | 36,456 | +76.1% | 0.02% | +100.0% |
| Q1 2017 | $352,000 | +27.5% | 20,699 | +46.2% | 0.01% | +14.3% |
| Q4 2016 | $276,000 | +131.9% | 14,162 | +115.7% | 0.01% | +133.3% |
| Q3 2016 | $119,000 | +45.1% | 6,565 | +37.7% | 0.00% | +50.0% |
| Q2 2016 | $82,000 | +22.4% | 4,767 | +68.2% | 0.00% | 0.0% |
| Q1 2016 | $67,000 | +1016.7% | 2,834 | +2030.8% | 0.00% | – |
| Q3 2015 | $6,000 | 0.0% | 133 | 0.0% | 0.00% | – |
| Q2 2015 | $6,000 | – | 133 | +1377.8% | 0.00% | – |
| Q4 2014 | $0 | -100.0% | 9 | -99.8% | 0.00% | -100.0% |
| Q3 2014 | $298,000 | -17.5% | 5,774 | -0.0% | 0.01% | -28.6% |
| Q2 2014 | $361,000 | -15.9% | 5,775 | -1.1% | 0.01% | -22.2% |
| Q1 2014 | $429,000 | +5.7% | 5,837 | -6.7% | 0.01% | 0.0% |
| Q4 2013 | $406,000 | +28.5% | 6,256 | +1.8% | 0.01% | +12.5% |
| Q3 2013 | $316,000 | +17.9% | 6,144 | 0.0% | 0.01% | +14.3% |
| Q2 2013 | $268,000 | – | 6,144 | – | 0.01% | – |
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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% |