WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $58,000 | +107.1% | 2,378 | -63.9% | 0.00% | +50.0% |
| Q3 2020 | $28,000 | +833.3% | 6,586 | +229.3% | 0.00% | – |
| Q2 2020 | $3,000 | -97.2% | 2,000 | -84.8% | 0.00% | -100.0% |
| Q1 2020 | $109,000 | +127.1% | 13,199 | +333.9% | 0.01% | +50.0% |
| Q3 2019 | $48,000 | +380.0% | 3,042 | +407.0% | 0.00% | +300.0% |
| Q1 2019 | $10,000 | +900.0% | 600 | +50.0% | 0.00% | – |
| Q4 2018 | $1,000 | – | 400 | +300.0% | 0.00% | – |
| Q3 2018 | $0 | -100.0% | 100 | -66.7% | 0.00% | – |
| Q2 2018 | $1,000 | -98.7% | 300 | -97.7% | 0.00% | -100.0% |
| Q1 2018 | $75,000 | +108.3% | 12,900 | +76.7% | 0.01% | +500.0% |
| Q4 2017 | $36,000 | +227.3% | 7,300 | +10.0% | 0.00% | – |
| Q3 2017 | $11,000 | -91.5% | 6,639 | -43.0% | 0.00% | -100.0% |
| Q2 2017 | $130,000 | -63.0% | 11,652 | -87.1% | 0.01% | -66.7% |
| Q1 2017 | $351,000 | +9.0% | 90,322 | -31.6% | 0.02% | +25.0% |
| Q4 2016 | $322,000 | +3.5% | 131,978 | +261.2% | 0.01% | -14.3% |
| Q3 2016 | $311,000 | +78.7% | 36,535 | +62.2% | 0.01% | +55.6% |
| Q2 2016 | $174,000 | +5700.0% | 22,531 | +236.3% | 0.01% | – |
| Q1 2016 | $3,000 | -78.6% | 6,700 | -24.7% | 0.00% | -100.0% |
| Q4 2015 | $14,000 | – | 8,900 | – | 0.00% | – |
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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% |