WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 328 filers reported holding WADDELL & REED FINL INC in Q1 2014. The put-call ratio across all filers is 4.08 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $232,000 | +10.0% | 13,512 | +6.9% | 0.04% | +13.9% |
| Q2 2019 | $211,000 | -59.1% | 12,640 | -57.6% | 0.04% | -57.6% |
| Q1 2019 | $516,000 | -42.8% | 29,838 | -40.5% | 0.08% | -37.5% |
| Q2 2018 | $902,000 | +300.9% | 50,157 | +334.6% | 0.14% | +126.7% |
| Q4 2016 | $225,000 | -4.7% | 11,541 | -15.9% | 0.06% | -6.2% |
| Q2 2016 | $236,000 | -58.3% | 13,716 | -43.0% | 0.06% | -58.2% |
| Q1 2016 | $566,000 | +91.9% | 24,049 | +133.4% | 0.15% | +71.9% |
| Q4 2015 | $295,000 | -10.9% | 10,305 | +61.1% | 0.09% | -73.3% |
| Q3 2014 | $331,000 | -44.4% | 6,395 | -30.0% | 0.33% | -66.2% |
| Q4 2013 | $595,000 | – | 9,142 | – | 0.98% | – |
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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% |