WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 328 filers reported holding WADDELL & REED FINL INC in Q1 2014. The put-call ratio across all filers is 4.08 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2015 | $201,000 | -35.4% | 5,786 | -8.0% | 0.16% | -31.9% |
| Q1 2015 | $311,000 | -0.6% | 6,286 | 0.0% | 0.23% | -0.9% |
| Q4 2014 | $313,000 | -3.7% | 6,286 | 0.0% | 0.23% | -6.5% |
| Q3 2014 | $325,000 | -20.0% | 6,286 | -3.1% | 0.25% | -19.5% |
| Q2 2014 | $406,000 | -14.9% | 6,486 | 0.0% | 0.31% | -19.4% |
| Q1 2014 | $477,000 | +7.9% | 6,486 | -4.4% | 0.38% | +10.8% |
| Q4 2013 | $442,000 | +26.6% | 6,786 | 0.0% | 0.34% | +19.4% |
| Q3 2013 | $349,000 | +18.3% | 6,786 | 0.0% | 0.29% | +15.7% |
| Q2 2013 | $295,000 | – | 6,786 | – | 0.25% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HAHN CAPITAL MANAGEMENT LLC | 368,823 | $23,084,654,000 | 3.05% |
| HERNDON CAPITAL MANAGEMENT LLC | 3,318,544 | $207,707,669,000 | 2.61% |
| NEW AMSTERDAM PARTNERS LLC/NY | 522,883 | $32,727,000 | 2.13% |
| Jupiter Investment Management Ltd | 404,786 | $25,335,000 | 1.42% |
| Monarch Partners Asset Management LLC | 76,399 | $4,782,000 | 1.25% |
| TIVERTON ASSET MANAGEMENT LLC | 800,000 | $50,075,000 | 1.12% |
| PINNACLE ASSOCIATES LTD | 730,376 | $45,714,000 | 0.89% |
| AJO, LP | 2,789,020 | $174,565,000 | 0.75% |
| HERMES INVESTMENT MANAGEMENT LTD | 430,204 | $26,926,000 | 0.74% |
| GRIMES & COMPANY, INC. | 43,624 | $2,730,000 | 0.72% |