WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 216 filers reported holding WADDELL & REED FINL INC in Q3 2020. The put-call ratio across all filers is 0.44 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $585,000 | -82.8% | 23,368 | -82.5% | 0.00% | – |
| Q4 2020 | $3,396,000 | +109.4% | 133,290 | +22.0% | 0.00% | – |
| Q3 2020 | $1,622,000 | +17.3% | 109,261 | +22.6% | 0.00% | – |
| Q2 2020 | $1,383,000 | -9.5% | 89,122 | -33.6% | 0.00% | – |
| Q1 2020 | $1,528,000 | -17.6% | 134,297 | +21.1% | 0.00% | – |
| Q4 2019 | $1,854,000 | -40.7% | 110,900 | -39.0% | 0.00% | – |
| Q3 2019 | $3,125,000 | -59.1% | 181,904 | -60.3% | 0.00% | -100.0% |
| Q2 2019 | $7,637,000 | +619.1% | 458,150 | +646.2% | 0.00% | – |
| Q1 2019 | $1,062,000 | -54.8% | 61,400 | -52.7% | 0.00% | – |
| Q4 2018 | $2,348,000 | +0.5% | 129,896 | +17.8% | 0.00% | – |
| Q3 2018 | $2,336,000 | -26.1% | 110,300 | -37.3% | 0.00% | – |
| Q2 2018 | $3,163,000 | +9.2% | 176,035 | +22.8% | 0.00% | -100.0% |
| Q1 2018 | $2,896,000 | -1.5% | 143,300 | +8.9% | 0.00% | – |
| Q4 2017 | $2,940,000 | -37.4% | 131,597 | -43.7% | 0.00% | -100.0% |
| Q3 2017 | $4,695,000 | -11.6% | 233,900 | -16.9% | 0.00% | 0.0% |
| Q2 2017 | $5,313,000 | -38.7% | 281,440 | -44.8% | 0.00% | -50.0% |
| Q1 2017 | $8,674,000 | +18.0% | 510,230 | +35.4% | 0.00% | 0.0% |
| Q4 2016 | $7,352,000 | +204.3% | 376,798 | +183.3% | 0.00% | +300.0% |
| Q3 2016 | $2,416,000 | -49.3% | 133,000 | -52.0% | 0.00% | -50.0% |
| Q2 2016 | $4,769,000 | +145.6% | 276,945 | +235.7% | 0.00% | +100.0% |
| Q1 2016 | $1,942,000 | -20.0% | 82,500 | -2.6% | 0.00% | – |
| Q4 2015 | $2,427,000 | -41.2% | 84,703 | -28.7% | 0.00% | -100.0% |
| Q3 2015 | $4,128,000 | -40.6% | 118,730 | -19.2% | 0.00% | 0.0% |
| Q2 2015 | $6,954,000 | -10.4% | 146,977 | -6.1% | 0.00% | -33.3% |
| Q1 2015 | $7,758,000 | +15.2% | 156,595 | +15.8% | 0.00% | +50.0% |
| Q4 2014 | $6,736,000 | -11.9% | 135,206 | -8.6% | 0.00% | -33.3% |
| Q3 2014 | $7,643,000 | -26.6% | 147,853 | -11.1% | 0.00% | -40.0% |
| Q2 2014 | $10,410,000 | +71.0% | 166,302 | +101.1% | 0.01% | +150.0% |
| Q1 2014 | $6,088,000 | +423.5% | 82,692 | +363.0% | 0.00% | – |
| Q4 2013 | $1,163,000 | -31.5% | 17,859 | -45.9% | 0.00% | -100.0% |
| Q3 2013 | $1,698,000 | -2.1% | 32,992 | -17.3% | 0.00% | 0.0% |
| Q2 2013 | $1,735,000 | – | 39,886 | – | 0.00% | – |
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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% |