WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 216 filers reported holding WADDELL & REED FINL INC in Q3 2020. The put-call ratio across all filers is 0.44 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $555,000 | -9.8% | 22,162 | -8.2% | 0.00% | -33.3% |
| Q4 2020 | $615,000 | +75.7% | 24,134 | +2.5% | 0.00% | +50.0% |
| Q3 2020 | $350,000 | -4.1% | 23,547 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $365,000 | +35.7% | 23,547 | -0.5% | 0.00% | 0.0% |
| Q1 2020 | $269,000 | -39.0% | 23,661 | -10.2% | 0.00% | 0.0% |
| Q4 2019 | $441,000 | -25.0% | 26,356 | -23.0% | 0.00% | -33.3% |
| Q3 2019 | $588,000 | +11.8% | 34,234 | +8.5% | 0.00% | 0.0% |
| Q2 2019 | $526,000 | -3.5% | 31,543 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $545,000 | -45.6% | 31,543 | -43.0% | 0.00% | -40.0% |
| Q4 2018 | $1,001,000 | -8.6% | 55,380 | +7.1% | 0.01% | 0.0% |
| Q3 2018 | $1,095,000 | +6.3% | 51,702 | -9.8% | 0.01% | 0.0% |
| Q2 2018 | $1,030,000 | -16.5% | 57,320 | -6.1% | 0.01% | -16.7% |
| Q1 2018 | $1,234,000 | -18.2% | 61,069 | -9.5% | 0.01% | -14.3% |
| Q4 2017 | $1,508,000 | +0.4% | 67,482 | -9.8% | 0.01% | -12.5% |
| Q3 2017 | $1,502,000 | 0.0% | 74,830 | -5.9% | 0.01% | +14.3% |
| Q2 2017 | $1,502,000 | -36.2% | 79,560 | -20.4% | 0.01% | -50.0% |
| Q1 2016 | $2,354,000 | -45.2% | 100,000 | -33.3% | 0.01% | -44.0% |
| Q4 2015 | $4,299,000 | -17.6% | 150,000 | 0.0% | 0.02% | -21.9% |
| Q3 2015 | $5,216,000 | +264.8% | 150,000 | +422.6% | 0.03% | +300.0% |
| Q4 2014 | $1,430,000 | -68.3% | 28,700 | -67.1% | 0.01% | -69.2% |
| Q3 2014 | $4,507,000 | -70.9% | 87,200 | -64.8% | 0.03% | -70.5% |
| Q2 2014 | $15,510,000 | -12.5% | 247,800 | +2.9% | 0.09% | -14.6% |
| Q1 2014 | $17,721,000 | +23.4% | 240,700 | +9.1% | 0.10% | +25.6% |
| Q4 2013 | $14,366,000 | +64.1% | 220,600 | +29.8% | 0.08% | +54.7% |
| Q3 2013 | $8,752,000 | – | 170,000 | – | 0.05% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CONTINENTAL ADVISORS LLC | 230,410 | $2,622,000 | 1.95% |
| Gyon Technologies Capital Management, LP | 74,520 | $848,000 | 1.63% |
| Factorial Partners, LLC | 76,500 | $870,570,000 | 1.16% |
| Matarin Capital Management, LLC | 502,058 | $5,713,000 | 0.89% |
| Weather Gauge Advisory, LLC | 53,133 | $605,000 | 0.73% |
| Van Berkom & Associates Inc. | 1,699,174 | $19,337,000 | 0.69% |
| Burgundy Asset Management Ltd. | 4,359,669 | $49,613,000 | 0.67% |
| HEARTLAND ADVISORS INC | 514,250 | $5,852,000 | 0.62% |
| MALTESE CAPITAL MANAGEMENT LLC | 291,000 | $3,312,000 | 0.47% |
| Invenomic Capital Management LP | 42,479 | $483,000 | 0.40% |