WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 247 filers reported holding WADDELL & REED FINL INC in Q2 2016. The put-call ratio across all filers is 2.55 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $709,000 | -3.4% | 28,300 | -1.7% | 0.02% | -9.5% |
| Q4 2020 | $734,000 | +63.8% | 28,800 | -4.6% | 0.02% | 0.0% |
| Q3 2020 | $448,000 | +62.3% | 30,200 | +69.8% | 0.02% | +31.2% |
| Q2 2020 | $276,000 | +24.9% | 17,790 | -8.3% | 0.02% | 0.0% |
| Q1 2020 | $221,000 | -45.0% | 19,390 | -19.3% | 0.02% | -20.0% |
| Q4 2019 | $402,000 | -13.4% | 24,040 | -11.0% | 0.02% | -16.7% |
| Q3 2019 | $464,000 | -1.3% | 27,000 | -3.6% | 0.02% | 0.0% |
| Q2 2019 | $470,000 | -4.7% | 28,000 | -1.8% | 0.02% | -4.0% |
| Q1 2019 | $493,000 | -7.3% | 28,500 | -3.1% | 0.02% | -16.7% |
| Q4 2018 | $532,000 | -28.7% | 29,401 | -16.5% | 0.03% | -6.2% |
| Q3 2018 | $746,000 | +13.2% | 35,200 | -4.1% | 0.03% | +6.7% |
| Q2 2018 | $659,000 | -11.7% | 36,700 | -0.5% | 0.03% | -11.8% |
| Q1 2018 | $746,000 | -7.0% | 36,900 | +2.8% | 0.03% | -5.6% |
| Q4 2017 | $802,000 | +17.9% | 35,900 | +5.9% | 0.04% | +12.5% |
| Q3 2017 | $680,000 | +5.6% | 33,900 | -0.6% | 0.03% | 0.0% |
| Q2 2017 | $644,000 | +77.9% | 34,100 | +60.1% | 0.03% | +77.8% |
| Q1 2017 | $362,000 | -9.5% | 21,300 | +3.9% | 0.02% | -14.3% |
| Q4 2016 | $400,000 | +2.8% | 20,500 | -4.2% | 0.02% | +5.0% |
| Q3 2016 | $389,000 | +4.0% | 21,400 | -1.4% | 0.02% | 0.0% |
| Q2 2016 | $374,000 | -30.0% | 21,700 | -4.4% | 0.02% | -28.6% |
| Q1 2016 | $534,000 | -18.6% | 22,700 | -0.9% | 0.03% | -15.2% |
| Q4 2015 | $656,000 | -16.5% | 22,900 | +1.3% | 0.03% | -19.5% |
| Q3 2015 | $786,000 | -25.1% | 22,600 | +1.8% | 0.04% | -18.0% |
| Q2 2015 | $1,050,000 | -0.9% | 22,200 | +3.7% | 0.05% | -2.0% |
| Q1 2015 | $1,060,000 | -6.7% | 21,400 | -6.1% | 0.05% | -1.9% |
| Q4 2014 | $1,136,000 | -4.1% | 22,800 | -0.4% | 0.05% | -8.8% |
| Q3 2014 | $1,184,000 | -17.4% | 22,900 | 0.0% | 0.06% | -13.6% |
| Q2 2014 | $1,433,000 | -14.7% | 22,900 | +0.4% | 0.07% | -17.5% |
| Q1 2014 | $1,679,000 | +10.7% | 22,800 | -2.1% | 0.08% | +11.1% |
| Q4 2013 | $1,517,000 | – | 23,300 | – | 0.07% | – |
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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% |