WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 223 filers reported holding WADDELL & REED FINL INC in Q2 2017. The put-call ratio across all filers is 0.25 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $273,000 | -16.3% | 16,377 | +6.4% | 0.02% | -62.3% |
| Q3 2018 | $326,000 | -56.0% | 15,396 | -62.7% | 0.06% | -60.1% |
| Q2 2018 | $741,000 | -50.3% | 41,243 | -44.0% | 0.15% | -15.0% |
| Q1 2018 | $1,490,000 | +36.6% | 73,712 | +51.0% | 0.18% | +106.9% |
| Q4 2017 | $1,091,000 | +162.3% | 48,807 | +135.2% | 0.09% | +180.6% |
| Q3 2017 | $416,000 | -37.1% | 20,750 | -40.8% | 0.03% | -40.4% |
| Q2 2017 | $661,000 | +196.4% | 35,035 | +166.9% | 0.05% | +205.9% |
| Q1 2017 | $223,000 | -12.2% | 13,127 | +0.8% | 0.02% | 0.0% |
| Q4 2016 | $254,000 | -83.4% | 13,023 | -84.5% | 0.02% | -82.1% |
| Q3 2016 | $1,527,000 | -3.3% | 84,068 | -8.3% | 0.10% | -14.4% |
| Q2 2016 | $1,579,000 | +5.1% | 91,696 | +43.6% | 0.11% | -21.8% |
| Q1 2016 | $1,502,000 | +601.9% | 63,836 | +758.0% | 0.14% | +373.3% |
| Q4 2015 | $214,000 | -81.3% | 7,440 | -67.6% | 0.03% | -89.8% |
| Q4 2014 | $1,143,000 | -18.8% | 22,946 | -15.7% | 0.30% | -18.1% |
| Q3 2014 | $1,407,000 | +52.9% | 27,215 | +85.1% | 0.36% | +21.2% |
| Q2 2014 | $920,000 | – | 14,704 | – | 0.30% | – |
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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% |