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 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HAHN CAPITAL MANAGEMENT LLC | 368,823 | $23,084,654,000 | 3.05% |
| HERNDON CAPITAL MANAGEMENT LLC | 3,318,544 | $207,707,669,000 | 2.61% |
| NEW AMSTERDAM PARTNERS LLC/NY | 522,883 | $32,727,000 | 2.13% |
| Jupiter Investment Management Ltd | 404,786 | $25,335,000 | 1.42% |
| Monarch Partners Asset Management LLC | 76,399 | $4,782,000 | 1.25% |
| TIVERTON ASSET MANAGEMENT LLC | 800,000 | $50,075,000 | 1.12% |
| PINNACLE ASSOCIATES LTD | 730,376 | $45,714,000 | 0.89% |
| AJO, LP | 2,789,020 | $174,565,000 | 0.75% |
| HERMES INVESTMENT MANAGEMENT LTD | 430,204 | $26,926,000 | 0.74% |
| GRIMES & COMPANY, INC. | 43,624 | $2,730,000 | 0.72% |