WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 218 filers reported holding WADDELL & REED FINL INC in Q3 2017. The put-call ratio across all filers is 0.62 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $32,000 | +33.3% | 2,091 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $24,000 | -31.4% | 2,091 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $35,000 | -12.5% | 2,091 | -9.8% | 0.00% | 0.0% |
| Q3 2019 | $40,000 | +2.6% | 2,318 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $39,000 | -2.5% | 2,318 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $40,000 | -4.8% | 2,318 | 0.0% | 0.00% | -33.3% |
| Q4 2018 | $42,000 | -17.6% | 2,318 | -4.4% | 0.00% | 0.0% |
| Q3 2018 | $51,000 | +15.9% | 2,424 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $44,000 | -10.2% | 2,424 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $49,000 | -9.3% | 2,424 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $54,000 | +5.9% | 2,424 | -3.9% | 0.00% | 0.0% |
| Q3 2017 | $51,000 | -10.5% | 2,522 | -16.2% | 0.00% | 0.0% |
| Q2 2017 | $57,000 | -39.4% | 3,010 | -45.7% | 0.00% | -50.0% |
| Q1 2017 | $94,000 | -13.0% | 5,540 | 0.0% | 0.01% | -25.0% |
| Q4 2016 | $108,000 | +11.3% | 5,540 | +4.2% | 0.01% | +14.3% |
| Q3 2016 | $97,000 | +15.5% | 5,319 | +8.8% | 0.01% | +16.7% |
| Q2 2016 | $84,000 | +31.2% | 4,890 | +80.0% | 0.01% | +20.0% |
| Q1 2016 | $64,000 | -17.9% | 2,716 | 0.0% | 0.01% | -16.7% |
| Q4 2015 | $78,000 | -17.0% | 2,716 | 0.0% | 0.01% | -25.0% |
| Q3 2015 | $94,000 | -26.6% | 2,716 | 0.0% | 0.01% | -20.0% |
| Q2 2015 | $128,000 | – | 2,716 | – | 0.01% | – |
Download | ||||||
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% |