WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 252 filers reported holding WADDELL & REED FINL INC in Q4 2016. The put-call ratio across all filers is 0.48 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2016 | $130,000 | +5.7% | 7,145 | 0.0% | 0.03% | +4.0% |
| Q2 2016 | $123,000 | -31.3% | 7,145 | -5.8% | 0.02% | -16.7% |
| Q1 2016 | $179,000 | -12.7% | 7,584 | +6.1% | 0.03% | -18.9% |
| Q4 2015 | $205,000 | -17.3% | 7,145 | 0.0% | 0.04% | -22.9% |
| Q3 2015 | $248,000 | -26.6% | 7,145 | 0.0% | 0.05% | -25.0% |
| Q2 2015 | $338,000 | +39.7% | 7,145 | +46.0% | 0.06% | +45.5% |
| Q1 2015 | $242,000 | -0.8% | 4,895 | 0.0% | 0.04% | -6.4% |
| Q4 2014 | $244,000 | -3.6% | 4,895 | 0.0% | 0.05% | -9.6% |
| Q3 2014 | $253,000 | -20.4% | 4,895 | -3.6% | 0.05% | -21.2% |
| Q2 2014 | $318,000 | -15.0% | 5,080 | 0.0% | 0.07% | -22.4% |
| Q1 2014 | $374,000 | +13.0% | 5,080 | 0.0% | 0.08% | +13.3% |
| Q4 2013 | $331,000 | +26.3% | 5,080 | 0.0% | 0.08% | +17.2% |
| Q3 2013 | $262,000 | +18.6% | 5,080 | 0.0% | 0.06% | +12.3% |
| Q2 2013 | $221,000 | – | 5,080 | – | 0.06% | – |
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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% |