WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $2,984,000 | +15.0% | 119,112 | +16.9% | 0.05% | +8.5% |
| Q4 2020 | $2,595,000 | +386.9% | 101,869 | +183.8% | 0.05% | +193.8% |
| Q3 2020 | $533,000 | -5.3% | 35,897 | +6.5% | 0.02% | -78.4% |
| Q4 2019 | $563,000 | +4.1% | 33,700 | +7.0% | 0.07% | +12.1% |
| Q3 2019 | $541,000 | -71.3% | 31,500 | -69.8% | 0.07% | -80.0% |
| Q4 2018 | $1,887,000 | -18.0% | 104,379 | -3.9% | 0.33% | -15.4% |
| Q3 2018 | $2,300,000 | +137.8% | 108,588 | +101.8% | 0.39% | +172.7% |
| Q2 2018 | $967,000 | – | 53,805 | – | 0.14% | – |
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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% |