WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 254 filers reported holding WADDELL & REED FINL INC in Q1 2018. The put-call ratio across all filers is 2.56 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $262,000 | +48.0% | 10,444 | -12.6% | 0.00% | 0.0% |
| Q3 2020 | $177,000 | -1.7% | 11,944 | +2.1% | 0.00% | 0.0% |
| Q2 2020 | $180,000 | +5.9% | 11,695 | +15.1% | 0.00% | 0.0% |
| Q2 2019 | $170,000 | -2.9% | 10,159 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $175,000 | -5.4% | 10,159 | -0.7% | 0.00% | 0.0% |
| Q4 2018 | $185,000 | -59.3% | 10,226 | -52.1% | 0.00% | -66.7% |
| Q3 2018 | $454,000 | +118.3% | 21,359 | +84.0% | 0.00% | +50.0% |
| Q2 2018 | $208,000 | -63.8% | 11,608 | -59.4% | 0.00% | -60.0% |
| Q1 2018 | $574,000 | -14.1% | 28,602 | -4.6% | 0.01% | 0.0% |
| Q4 2017 | $668,000 | +17.6% | 29,985 | +5.8% | 0.01% | 0.0% |
| Q3 2017 | $568,000 | -5.5% | 28,335 | -11.3% | 0.01% | 0.0% |
| Q2 2017 | $601,000 | +10.1% | 31,949 | +0.1% | 0.01% | 0.0% |
| Q1 2017 | $546,000 | -71.4% | 31,909 | -67.3% | 0.01% | -76.2% |
| Q4 2016 | $1,908,000 | +254.0% | 97,604 | +228.7% | 0.02% | +250.0% |
| Q3 2016 | $539,000 | +32.1% | 29,696 | +25.2% | 0.01% | +20.0% |
| Q2 2016 | $408,000 | +37.8% | 23,714 | +89.0% | 0.01% | +400.0% |
| Q1 2016 | $296,000 | -76.0% | 12,546 | -70.9% | 0.00% | -93.3% |
| Q4 2015 | $1,232,000 | -11.5% | 43,050 | +7.3% | 0.02% | -16.7% |
| Q3 2015 | $1,392,000 | -26.7% | 40,118 | -0.2% | 0.02% | -40.0% |
| Q2 2015 | $1,900,000 | +24.0% | 40,182 | +29.9% | 0.03% | +30.4% |
| Q1 2015 | $1,532,000 | +1.9% | 30,923 | +2.5% | 0.02% | 0.0% |
| Q4 2014 | $1,503,000 | +22.0% | 30,173 | +26.6% | 0.02% | +9.5% |
| Q3 2014 | $1,232,000 | +31.2% | 23,833 | +58.9% | 0.02% | +31.2% |
| Q2 2014 | $939,000 | -40.9% | 14,999 | -30.5% | 0.02% | -48.4% |
| Q1 2014 | $1,589,000 | +15.6% | 21,583 | +2.3% | 0.03% | +10.7% |
| Q4 2013 | $1,374,000 | +383.8% | 21,095 | +281.9% | 0.03% | +300.0% |
| Q3 2013 | $284,000 | +41.3% | 5,524 | +19.2% | 0.01% | +40.0% |
| Q2 2013 | $201,000 | – | 4,633 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kellner Capital, LLC | 364,958 | $9,142,000 | 3.32% |
| ALPINE ASSOCIATES MANAGEMENT INC. | 1,970,010 | $49,348,000 | 1.34% |
| Chicago Capital Management, LLC | 101,877 | $2,552,000 | 1.19% |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | 427,580 | $10,711,000 | 1.10% |
| Weather Gauge Advisory, LLC | 35,549 | $890,000 | 1.05% |
| Burgundy Asset Management Ltd. | 3,353,441 | $84,004,000 | 0.86% |
| SPRING CREEK CAPITAL LLC | 562,291 | $14,085,000 | 0.61% |
| AQR Arbitrage LLC | 630,797 | $15,801,000 | 0.57% |
| NEXPOINT ASSET MANAGEMENT, L.P. | 81,954 | $2,053,000 | 0.54% |
| Factorial Partners, LLC | 755,450 | $755,450,000 | 0.52% |