WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 334 filers reported holding WADDELL & REED FINL INC in Q2 2014. The put-call ratio across all filers is 1.67 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $1,710,000 | +5.5% | 87,655 | -6.9% | 0.18% | -3.7% |
| Q2 2016 | $1,621,000 | +56.3% | 94,106 | +113.6% | 0.19% | -50.9% |
| Q1 2016 | $1,037,000 | +34.7% | 44,053 | +64.0% | 0.39% | +5.2% |
| Q4 2015 | $770,000 | -13.9% | 26,862 | +4.5% | 0.37% | +50.2% |
| Q3 2015 | $894,000 | +127.5% | 25,698 | +225.4% | 0.24% | +18.4% |
| Q4 2014 | $393,000 | -76.3% | 7,898 | -75.4% | 0.21% | -51.2% |
| Q3 2014 | $1,661,000 | -8.0% | 32,125 | +11.4% | 0.42% | -16.5% |
| Q2 2014 | $1,805,000 | +47.7% | 28,841 | +2.6% | 0.51% | +58.3% |
| Q2 2013 | $1,222,000 | – | 28,100 | – | 0.32% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Dean Capital Management | 72,920 | $1,717,000 | 2.38% |
| HERNDON CAPITAL MANAGEMENT LLC | 3,464,095 | $81,545,000 | 2.04% |
| CONTINENTAL ADVISORS LLC | 287,802 | $6,775,000 | 1.92% |
| Peloton Wealth Strategists | 62,700 | $1,476,000 | 1.25% |
| DEAN INVESTMENT ASSOCIATES, LLC | 229,700 | $5,407,000 | 1.10% |
| RAMSEY QUANTITATIVE SYSTEMS | 44,435 | $1,046,000 | 1.07% |
| LOMBARDIA CAPITAL PARTNERS LLC | 847,214 | $19,943,000 | 1.04% |
| Hodges Capital Management Inc. | 726,360 | $17,099,000 | 0.79% |
| VALLEY NATIONAL ADVISERS INC | 61,138 | $1,439,000 | 0.77% |
| Matarin Capital Management, LLC | 206,126 | $4,852,206,000 | 0.68% |