WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 216 filers reported holding WADDELL & REED FINL INC in Q3 2020. The put-call ratio across all filers is 0.44 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $502,428 | -31.5% | 20,057 | -30.4% | 0.01% | -28.6% |
| Q4 2020 | $733,791 | +71.5% | 28,810 | 0.0% | 0.01% | +40.0% |
| Q3 2020 | $427,829 | -4.3% | 28,810 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $446,843 | +36.3% | 28,810 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $327,858 | -41.7% | 28,810 | -14.4% | 0.01% | -16.7% |
| Q4 2019 | $562,695 | -2.7% | 33,654 | 0.0% | 0.01% | -14.3% |
| Q3 2019 | $578,176 | +3.1% | 33,654 | 0.0% | 0.01% | +16.7% |
| Q2 2019 | $561,012 | -3.6% | 33,654 | 0.0% | 0.01% | -14.3% |
| Q1 2019 | $581,878 | -4.4% | 33,654 | 0.0% | 0.01% | -12.5% |
| Q4 2018 | $608,464 | -14.6% | 33,654 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $712,792 | +1.7% | 33,654 | -13.7% | 0.01% | 0.0% |
| Q2 2018 | $701,000 | -11.0% | 38,993 | 0.0% | 0.01% | -11.1% |
| Q1 2018 | $788,000 | -9.5% | 38,993 | 0.0% | 0.01% | -10.0% |
| Q4 2017 | $871,000 | – | 38,993 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Dean Capital Management | 72,920 | $1,717,000 | 2.38% |
| HERNDON CAPITAL MANAGEMENT LLC | 3,464,095 | $81,545,000 | 2.04% |
| CONTINENTAL ADVISORS LLC | 287,802 | $6,775,000 | 1.92% |
| Peloton Wealth Strategists | 62,700 | $1,476,000 | 1.25% |
| DEAN INVESTMENT ASSOCIATES, LLC | 229,700 | $5,407,000 | 1.10% |
| RAMSEY QUANTITATIVE SYSTEMS | 44,435 | $1,046,000 | 1.07% |
| LOMBARDIA CAPITAL PARTNERS LLC | 847,214 | $19,943,000 | 1.04% |
| Hodges Capital Management Inc. | 726,360 | $17,099,000 | 0.79% |
| VALLEY NATIONAL ADVISERS INC | 61,138 | $1,439,000 | 0.77% |
| Matarin Capital Management, LLC | 206,126 | $4,852,206,000 | 0.68% |