WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 226 filers reported holding WADDELL & REED FINL INC in Q4 2020. The put-call ratio across all filers is 0.18 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $3,671,000 | -4.9% | 146,555 | -3.3% | 0.06% | -14.1% |
| Q4 2020 | $3,859,000 | +71.5% | 151,530 | 0.0% | 0.07% | +44.9% |
| Q3 2020 | $2,250,000 | -4.3% | 151,530 | 0.0% | 0.05% | -10.9% |
| Q2 2020 | $2,350,000 | +36.3% | 151,530 | 0.0% | 0.06% | +17.0% |
| Q1 2020 | $1,724,000 | -48.1% | 151,530 | -23.7% | 0.05% | -31.9% |
| Q4 2019 | $3,322,000 | -31.9% | 198,684 | -30.0% | 0.07% | -27.4% |
| Q3 2019 | $4,878,000 | +25.9% | 283,934 | +22.2% | 0.10% | +17.3% |
| Q2 2019 | $3,874,000 | -3.6% | 232,400 | 0.0% | 0.08% | -4.7% |
| Q1 2019 | $4,018,000 | -59.5% | 232,400 | -54.1% | 0.08% | -26.7% |
| Q4 2018 | $9,928,000 | +85.4% | 505,800 | +100.0% | 0.12% | -0.9% |
| Q3 2018 | $5,356,000 | -1.7% | 252,900 | -16.5% | 0.12% | -1.7% |
| Q2 2018 | $5,446,000 | -11.1% | 303,043 | 0.0% | 0.12% | -15.0% |
| Q1 2018 | $6,124,000 | -9.5% | 303,043 | 0.0% | 0.14% | -6.7% |
| Q4 2017 | $6,770,000 | -36.3% | 303,043 | -42.8% | 0.15% | -30.2% |
| Q3 2017 | $10,624,000 | +6.3% | 529,350 | 0.0% | 0.22% | +1.9% |
| Q2 2017 | $9,994,000 | +11.1% | 529,350 | 0.0% | 0.21% | +15.3% |
| Q1 2017 | $8,999,000 | -12.9% | 529,350 | 0.0% | 0.18% | -16.4% |
| Q4 2016 | $10,328,000 | -2.7% | 529,350 | -9.5% | 0.22% | -0.5% |
| Q3 2016 | $10,619,000 | +5.5% | 584,746 | 0.0% | 0.22% | -0.5% |
| Q2 2016 | $10,069,000 | +14.4% | 584,746 | +56.4% | 0.22% | +15.1% |
| Q1 2016 | $8,801,000 | -2.0% | 373,869 | +19.3% | 0.19% | -2.5% |
| Q4 2015 | $8,982,000 | +43.8% | 313,400 | +74.4% | 0.20% | +37.8% |
| Q3 2015 | $6,248,000 | -13.4% | 179,700 | +17.8% | 0.14% | -1.4% |
| Q2 2015 | $7,215,000 | -0.4% | 152,500 | +4.3% | 0.14% | +4.3% |
| Q1 2015 | $7,243,000 | +12.8% | 146,200 | +13.4% | 0.14% | +10.3% |
| Q4 2014 | $6,420,000 | +63.9% | 128,870 | +70.0% | 0.13% | +59.5% |
| Q3 2014 | $3,918,000 | – | 75,800 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VALLEY NATIONAL ADVISERS INC | 64,630 | $4,209,000 | 3.17% |
| HAHN CAPITAL MANAGEMENT LLC | 435,125 | $21,677,921,000 | 2.47% |
| HERNDON CAPITAL MANAGEMENT LLC | 3,184,704 | $158,662,000 | 2.16% |
| Monarch Partners Asset Management LLC | 164,172 | $8,179,000 | 1.78% |
| First Allied Asset Management, Inc. | 157,741 | $7,876,000 | 1.10% |
| Alpine Partners USVI, LLC | 6,108 | $304,000 | 1.01% |
| MIDAS MANAGEMENT CORP | 33,000 | $1,644,000 | 0.86% |
| Jupiter Investment Management Ltd | 475,996 | $23,714,000 | 0.84% |
| TIVERTON ASSET MANAGEMENT LLC | 800,000 | $39,858,000 | 0.83% |
| Lombard Odier Asset Management (Europe) Ltd | 71,288 | $3,569,000 | 0.78% |