WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 229 filers reported holding WADDELL & REED FINL INC in Q1 2017. The put-call ratio across all filers is 0.47 and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2016 | $6,000 | +20.0% | 282 | 0.0% | 0.00% | -100.0% |
Q3 2016 | $5,000 | 0.0% | 282 | 0.0% | 0.00% | 0.0% |
Q2 2016 | $5,000 | -28.6% | 282 | 0.0% | 0.00% | 0.0% |
Q1 2016 | $7,000 | -53.3% | 282 | -44.5% | 0.00% | -50.0% |
Q4 2015 | $15,000 | -16.7% | 508 | 0.0% | 0.00% | 0.0% |
Q3 2015 | $18,000 | -25.0% | 508 | 0.0% | 0.00% | -33.3% |
Q2 2015 | $24,000 | -4.0% | 508 | 0.0% | 0.00% | 0.0% |
Q1 2015 | $25,000 | -60.3% | 508 | -59.7% | 0.00% | -66.7% |
Q4 2014 | $63,000 | +57.5% | 1,262 | +65.6% | 0.01% | +50.0% |
Q3 2014 | $40,000 | -33.3% | 762 | -20.8% | 0.01% | -40.0% |
Q2 2014 | $60,000 | -14.3% | 962 | 0.0% | 0.01% | -23.1% |
Q1 2014 | $70,000 | +40.0% | 962 | +23.7% | 0.01% | +30.0% |
Q4 2013 | $50,000 | +22.0% | 778 | 0.0% | 0.01% | 0.0% |
Q3 2013 | $41,000 | +20.6% | 778 | 0.0% | 0.01% | 0.0% |
Q2 2013 | $34,000 | – | 778 | – | 0.01% | – |
Download |
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% |