WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $24,936,000 | +29.0% | 1,607,731 | -5.4% | 0.73% | +5.6% |
| Q1 2020 | $19,337,000 | -49.0% | 1,699,174 | -25.1% | 0.69% | -32.4% |
| Q4 2019 | $37,916,000 | -14.9% | 2,267,703 | -12.6% | 1.02% | -6.4% |
| Q3 2019 | $44,565,000 | +3.0% | 2,593,999 | -0.0% | 1.09% | -12.7% |
| Q2 2019 | $43,248,000 | -4.0% | 2,594,388 | -0.5% | 1.25% | -12.3% |
| Q1 2019 | $45,063,000 | -5.6% | 2,606,279 | -1.3% | 1.43% | -15.2% |
| Q4 2018 | $47,747,000 | -17.5% | 2,640,848 | -3.4% | 1.69% | +2.6% |
| Q3 2018 | $57,899,000 | +31.7% | 2,733,654 | +11.7% | 1.64% | +28.5% |
| Q2 2018 | $43,978,000 | -10.5% | 2,447,291 | +0.7% | 1.28% | -14.2% |
| Q1 2018 | $49,129,000 | -6.0% | 2,430,950 | +3.9% | 1.49% | -12.6% |
| Q4 2017 | $52,289,000 | +10.1% | 2,340,580 | -1.1% | 1.70% | 0.0% |
| Q3 2017 | $47,504,000 | +6.0% | 2,366,910 | -0.3% | 1.70% | +5.0% |
| Q2 2017 | $44,819,000 | +29.6% | 2,373,900 | +16.7% | 1.62% | +25.4% |
| Q1 2017 | $34,591,000 | +11.2% | 2,034,742 | +27.6% | 1.30% | +3.7% |
| Q4 2016 | $31,118,000 | – | 1,594,966 | – | 1.25% | – |
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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% |