WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 226 filers reported holding WADDELL & REED FINL INC in Q4 2020. The put-call ratio across all filers is 0.18 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 ↓ |
|---|---|---|---|
| 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% |