WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 248 filers reported holding WADDELL & REED FINL INC in Q1 2019. The put-call ratio across all filers is 17.41 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 | 441,364 | $22,721,419,000 | 3.06% |
| HERNDON CAPITAL MANAGEMENT LLC | 3,814,134 | $196,351,618,000 | 2.58% |
| NEW AMSTERDAM PARTNERS LLC/NY | 1,065,942 | $54,874,000 | 1.83% |
| Channing Capital Management, LLC | 425,495 | $21,904,000 | 1.61% |
| HERMES INVESTMENT MANAGEMENT LTD | 853,827 | $43,955,000 | 1.48% |
| TIVERTON ASSET MANAGEMENT LLC | 950,000 | $48,906,000 | 1.18% |
| STERNE AGEE GROUP, INC. | 55,339 | $2,849,000 | 1.10% |
| LOMBARDIA CAPITAL PARTNERS LLC | 563,530 | $29,011,000 | 0.94% |
| PINNACLE ASSOCIATES LTD | 832,595 | $42,862,000 | 0.89% |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 1,449,350 | $74,613,000 | 0.87% |