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 Q4 2019. The put-call ratio across all filers is 0.26 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $270,000 | +3.1% | 15,721 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $262,000 | -3.7% | 15,721 | 0.0% | 0.01% | -9.1% |
| Q1 2019 | $272,000 | -4.2% | 15,721 | 0.0% | 0.01% | -15.4% |
| Q4 2018 | $284,000 | -14.7% | 15,721 | 0.0% | 0.01% | +8.3% |
| Q3 2018 | $333,000 | +46.7% | 15,721 | +24.6% | 0.01% | +33.3% |
| Q2 2018 | $227,000 | +19.5% | 12,621 | +34.0% | 0.01% | +12.5% |
| Q1 2018 | $190,000 | -9.5% | 9,421 | 0.0% | 0.01% | -11.1% |
| Q4 2017 | $210,000 | +33.8% | 9,421 | +20.5% | 0.01% | +28.6% |
| Q3 2017 | $157,000 | +25.6% | 7,821 | +18.1% | 0.01% | +16.7% |
| Q2 2017 | $125,000 | +98.4% | 6,624 | +79.0% | 0.01% | +100.0% |
| Q1 2017 | $63,000 | -4.5% | 3,700 | +8.8% | 0.00% | -25.0% |
| Q4 2016 | $66,000 | +6.5% | 3,400 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $62,000 | -97.8% | 3,400 | -91.9% | 0.00% | -90.7% |
| Q2 2016 | $2,756,000 | +786.2% | 42,207 | +219.8% | 0.04% | +975.0% |
| Q1 2016 | $311,000 | -27.7% | 13,200 | -12.0% | 0.00% | -33.3% |
| Q4 2015 | $430,000 | +225.8% | 15,000 | +294.7% | 0.01% | +200.0% |
| Q3 2015 | $132,000 | – | 3,800 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HERNDON CAPITAL MANAGEMENT LLC | 3,504,129 | $228,188,880,000 | 2.88% |
| NEW AMSTERDAM PARTNERS LLC/NY | 636,862 | $41,472,000 | 2.75% |
| HAHN CAPITAL MANAGEMENT LLC | 299,147 | $19,480,453,000 | 2.70% |
| BlueMar Capital Management, LLC | 40,000 | $2,605,000 | 1.45% |
| STERNE AGEE GROUP, INC. | 60,272 | $3,925,000 | 1.29% |
| Jupiter Investment Management Ltd | 220,179 | $14,338,000 | 1.21% |
| HERMES INVESTMENT MANAGEMENT LTD | 600,176 | $39,083,000 | 1.19% |
| TIVERTON ASSET MANAGEMENT LLC | 800,000 | $52,096,000 | 1.15% |
| PINNACLE ASSOCIATES LTD | 811,337 | $52,834,000 | 1.03% |
| Dynamic Technology Lab Private Ltd | 9,142 | $595,000 | 0.98% |