WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $6,198,000 | -48.4% | 370,679 | -47.0% | 0.23% | -52.9% |
| Q3 2019 | $12,013,000 | +12.4% | 699,246 | +9.0% | 0.50% | +17.9% |
| Q2 2019 | $10,691,000 | +3.6% | 641,333 | +7.5% | 0.42% | +1.4% |
| Q1 2019 | $10,315,000 | -66.4% | 596,583 | -62.0% | 0.41% | -34.4% |
| Q4 2018 | $30,655,000 | +95.9% | 1,568,871 | +112.4% | 0.63% | +6.2% |
| Q3 2018 | $15,646,000 | +52.9% | 738,720 | +29.7% | 0.59% | +41.8% |
| Q2 2018 | $10,232,000 | -0.8% | 569,380 | +11.6% | 0.42% | -4.6% |
| Q1 2018 | $10,314,000 | +250.2% | 510,366 | +238.1% | 0.44% | +245.7% |
| Q4 2016 | $2,945,000 | +7.4% | 150,969 | 0.0% | 0.13% | -11.8% |
| Q3 2016 | $2,742,000 | +10.9% | 150,969 | +5.1% | 0.14% | +2.9% |
| Q2 2016 | $2,473,000 | – | 143,637 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kellner Capital, LLC | 364,958 | $9,142,000 | 3.32% |
| ALPINE ASSOCIATES MANAGEMENT INC. | 1,970,010 | $49,348,000 | 1.34% |
| Chicago Capital Management, LLC | 101,877 | $2,552,000 | 1.19% |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | 427,580 | $10,711,000 | 1.10% |
| Weather Gauge Advisory, LLC | 35,549 | $890,000 | 1.05% |
| Burgundy Asset Management Ltd. | 3,353,441 | $84,004,000 | 0.86% |
| SPRING CREEK CAPITAL LLC | 562,291 | $14,085,000 | 0.61% |
| AQR Arbitrage LLC | 630,797 | $15,801,000 | 0.57% |
| NEXPOINT ASSET MANAGEMENT, L.P. | 81,954 | $2,053,000 | 0.54% |
| Factorial Partners, LLC | 755,450 | $755,450,000 | 0.52% |