WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 314 filers reported holding WADDELL & REED FINL INC in Q4 2014. The put-call ratio across all filers is 0.76 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $1,000 | -80.0% | 49 | -81.9% | 0.00% | – |
| Q3 2019 | $5,000 | 0.0% | 271 | 0.0% | 0.00% | – |
| Q2 2019 | $5,000 | 0.0% | 271 | 0.0% | 0.00% | – |
| Q1 2019 | $5,000 | 0.0% | 271 | 0.0% | 0.00% | – |
| Q4 2018 | $5,000 | -16.7% | 271 | 0.0% | 0.00% | – |
| Q3 2018 | $6,000 | +20.0% | 271 | 0.0% | 0.00% | – |
| Q2 2018 | $5,000 | 0.0% | 271 | 0.0% | 0.00% | – |
| Q1 2018 | $5,000 | -16.7% | 271 | 0.0% | 0.00% | -100.0% |
| Q4 2017 | $6,000 | +20.0% | 271 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $5,000 | 0.0% | 271 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $5,000 | 0.0% | 271 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $5,000 | 0.0% | 271 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $5,000 | 0.0% | 271 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $5,000 | -37.5% | 271 | -24.9% | 0.00% | -50.0% |
| Q1 2016 | $8,000 | -33.3% | 361 | -15.9% | 0.00% | -50.0% |
| Q4 2015 | $12,000 | -20.0% | 429 | 0.0% | 0.00% | -20.0% |
| Q3 2015 | $15,000 | -11.8% | 429 | +18.8% | 0.01% | 0.0% |
| Q2 2015 | $17,000 | -5.6% | 361 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $18,000 | 0.0% | 361 | -18.0% | 0.01% | -16.7% |
| Q4 2014 | $18,000 | -21.7% | 440 | +25.4% | 0.01% | -50.0% |
| Q4 2013 | $23,000 | – | 351 | – | 0.01% | – |
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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% |