WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 226 filers reported holding WADDELL & REED FINL INC in Q4 2020. The put-call ratio across all filers is 0.18 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $4,996,000 | +14.2% | 196,143 | -33.4% | 1.22% | +33.2% |
| Q3 2020 | $4,375,000 | -15.5% | 294,613 | -11.8% | 0.92% | -11.3% |
| Q2 2020 | $5,180,000 | -9.3% | 333,970 | -33.5% | 1.03% | +16.6% |
| Q1 2020 | $5,713,000 | -35.6% | 502,058 | -5.4% | 0.89% | +4.5% |
| Q4 2019 | $8,877,000 | -32.7% | 530,895 | -30.8% | 0.85% | -14.8% |
| Q3 2019 | $13,184,000 | -0.7% | 767,383 | -3.7% | 1.00% | +4.9% |
| Q2 2019 | $13,278,000 | +17.5% | 796,518 | +21.9% | 0.95% | +15.6% |
| Q1 2019 | $11,298,000 | -99.9% | 653,453 | -12.3% | 0.82% | -24.5% |
| Q4 2018 | $13,468,533,000 | -13.4% | 744,941 | +1.4% | 1.09% | +8.6% |
| Q3 2018 | $15,556,435,000 | +58.0% | 734,487 | +34.1% | 1.00% | +40.9% |
| Q2 2018 | $9,842,852,000 | -12.9% | 547,738 | -2.1% | 0.71% | -15.9% |
| Q1 2018 | $11,301,957,000 | -4.2% | 559,226 | +5.9% | 0.85% | -7.7% |
| Q4 2017 | $11,792,169,000 | +17.9% | 527,850 | +5.9% | 0.92% | +8.0% |
| Q3 2017 | $10,004,172,000 | +21.0% | 498,464 | +13.8% | 0.85% | +11.1% |
| Q2 2017 | $8,267,722,000 | +23.0% | 437,909 | +10.8% | 0.76% | +15.7% |
| Q1 2017 | $6,721,239,000 | -2.8% | 395,367 | +11.6% | 0.66% | -14.9% |
| Q4 2016 | $6,914,091,000 | +13.2% | 354,387 | +5.3% | 0.78% | +15.5% |
| Q3 2016 | $6,109,660,000 | +27.2% | 336,435 | +20.6% | 0.67% | +3.1% |
| Q2 2016 | $4,804,466,000 | -1.0% | 279,005 | +35.4% | 0.65% | -3.7% |
| Q1 2016 | $4,852,206,000 | +12.8% | 206,126 | +37.3% | 0.68% | +5.4% |
| Q4 2015 | $4,301,924,000 | +0.5% | 150,102 | +21.9% | 0.64% | -26.7% |
| Q3 2015 | $4,280,222,000 | – | 123,101 | – | 0.88% | – |
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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% |