WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 215 filers reported holding WADDELL & REED FINL INC in Q1 2020. The put-call ratio across all filers is 1.61 and the average weighting 0.1%.
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 ↓ |
|---|---|---|---|
| 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% |