WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $1,518,000 | -9.4% | 60,586 | -7.9% | 0.02% | -10.0% |
| Q4 2020 | $1,676,000 | +16660.0% | 65,799 | +10866.5% | 0.02% | – |
| Q2 2020 | $10,000 | +42.9% | 600 | 0.0% | 0.00% | – |
| Q1 2020 | $7,000 | -30.0% | 600 | 0.0% | 0.00% | – |
| Q4 2019 | $10,000 | -9.1% | 600 | 0.0% | 0.00% | – |
| Q3 2019 | $11,000 | 0.0% | 600 | 0.0% | 0.00% | – |
| Q2 2019 | $11,000 | 0.0% | 600 | 0.0% | 0.00% | – |
| Q1 2019 | $11,000 | 0.0% | 600 | 0.0% | 0.00% | – |
| Q4 2018 | $11,000 | -15.4% | 600 | 0.0% | 0.00% | – |
| Q3 2018 | $13,000 | -94.2% | 600 | -95.2% | 0.00% | -100.0% |
| Q3 2016 | $225,000 | +47.1% | 12,377 | +39.4% | 0.00% | +100.0% |
| Q2 2016 | $153,000 | +292.3% | 8,876 | +438.3% | 0.00% | – |
| Q1 2016 | $39,000 | -56.7% | 1,649 | -47.8% | 0.00% | -100.0% |
| Q4 2015 | $90,000 | -6.2% | 3,156 | +14.8% | 0.00% | 0.0% |
| Q3 2015 | $96,000 | -26.2% | 2,750 | 0.0% | 0.00% | -50.0% |
| Q2 2015 | $130,000 | -4.4% | 2,750 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $136,000 | -1.4% | 2,750 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $138,000 | -99.4% | 2,750 | -99.2% | 0.00% | -99.7% |
| Q1 2014 | $24,625,000 | +1387.9% | 334,500 | +1216.9% | 0.74% | +1076.2% |
| Q4 2013 | $1,655,000 | -51.8% | 25,400 | -67.8% | 0.06% | -47.5% |
| Q2 2013 | $3,431,000 | – | 78,900 | – | 0.12% | – |
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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% |