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 | $2,238,000 | +131.2% | 89,349 | +135.1% | 0.44% | +35.3% |
| Q4 2020 | $968,000 | +62.7% | 38,003 | -5.1% | 0.33% | +49.5% |
| Q3 2020 | $595,000 | -1.7% | 40,057 | +2.6% | 0.22% | -1.8% |
| Q2 2020 | $605,000 | +12.5% | 39,030 | -17.4% | 0.22% | +11.4% |
| Q1 2020 | $538,000 | -45.0% | 47,246 | -19.3% | 0.20% | -22.1% |
| Q4 2019 | $979,000 | -10.5% | 58,543 | -8.0% | 0.26% | +57.3% |
| Q3 2019 | $1,094,000 | -5.4% | 63,666 | -8.3% | 0.16% | -7.9% |
| Q2 2019 | $1,157,000 | -16.1% | 69,399 | -13.0% | 0.18% | -16.8% |
| Q1 2019 | $1,379,000 | -11.4% | 79,734 | -7.3% | 0.21% | -18.9% |
| Q4 2018 | $1,556,000 | -10.8% | 86,055 | +4.5% | 0.26% | +3.1% |
| Q3 2018 | $1,744,000 | +19.6% | 82,335 | +1.4% | 0.26% | +18.5% |
| Q2 2018 | $1,458,000 | – | 81,159 | – | 0.22% | – |
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% |