WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2015 | $1,723,000 | -23.9% | 34,817 | -23.5% | 0.15% | -18.9% |
| Q4 2014 | $2,265,000 | +5.8% | 45,494 | +9.9% | 0.18% | -4.3% |
| Q3 2014 | $2,140,000 | +10.9% | 41,404 | +34.2% | 0.19% | +14.6% |
| Q2 2014 | $1,930,000 | -13.5% | 30,842 | +1.9% | 0.16% | -18.0% |
| Q1 2014 | $2,230,000 | +25.8% | 30,269 | +11.1% | 0.20% | +26.6% |
| Q4 2013 | $1,773,000 | +20.1% | 27,240 | -5.1% | 0.16% | +16.2% |
| Q3 2013 | $1,476,000 | +23.8% | 28,690 | +3.6% | 0.14% | +17.2% |
| Q2 2013 | $1,192,000 | – | 27,680 | – | 0.12% | – |
Download | ||||||
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% |