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 | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $1,000 | 0.0% | 128 | 0.0% | 0.00% | – |
| Q2 2020 | $1,000 | 0.0% | 128 | 0.0% | 0.00% | – |
| Q1 2020 | $1,000 | -66.7% | 128 | -33.7% | 0.00% | – |
| Q4 2019 | $3,000 | 0.0% | 193 | 0.0% | 0.00% | – |
| Q3 2019 | $3,000 | 0.0% | 193 | -13.5% | 0.00% | – |
| Q2 2019 | $3,000 | -25.0% | 223 | -12.2% | 0.00% | – |
| Q1 2019 | $4,000 | 0.0% | 254 | +1.2% | 0.00% | -100.0% |
| Q4 2016 | $4,000 | 0.0% | 251 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $4,000 | -81.8% | 251 | -75.0% | 0.00% | -50.0% |
| Q1 2016 | $22,000 | -26.7% | 1,005 | -6.9% | 0.00% | -60.0% |
| Q4 2015 | $30,000 | +3.4% | 1,080 | +30.0% | 0.01% | +25.0% |
| Q3 2015 | $29,000 | -23.7% | 831 | +1.5% | 0.00% | -33.3% |
| Q2 2015 | $38,000 | +2.7% | 819 | +7.6% | 0.01% | +20.0% |
| Q1 2015 | $37,000 | 0.0% | 761 | +1.5% | 0.01% | -16.7% |
| Q4 2014 | $37,000 | -5.1% | 750 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $39,000 | -11.4% | 750 | -1.3% | 0.01% | 0.0% |
| Q2 2014 | $44,000 | -12.0% | 760 | +9.2% | 0.01% | -14.3% |
| Q1 2014 | $50,000 | +11.1% | 696 | +1.2% | 0.01% | 0.0% |
| Q4 2013 | $45,000 | +200.0% | 688 | +133.2% | 0.01% | +250.0% |
| Q3 2013 | $15,000 | +7.1% | 295 | -10.6% | 0.00% | -71.4% |
| Q2 2013 | $14,000 | -6.7% | 330 | -4.6% | 0.01% | -12.5% |
| Q1 2013 | $15,000 | +7.1% | 346 | -12.6% | 0.01% | -20.0% |
| Q4 2012 | $14,000 | 0.0% | 396 | -3.9% | 0.01% | -9.1% |
| Q3 2012 | $14,000 | -48.1% | 412 | -44.5% | 0.01% | -47.6% |
| Q2 2012 | $27,000 | -3.6% | 742 | 0.0% | 0.02% | -8.7% |
| Q1 2012 | $28,000 | – | 742 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VALLEY NATIONAL ADVISERS INC | 64,630 | $4,209,000 | 3.17% |
| HAHN CAPITAL MANAGEMENT LLC | 435,125 | $21,677,921,000 | 2.47% |
| HERNDON CAPITAL MANAGEMENT LLC | 3,184,704 | $158,662,000 | 2.16% |
| Monarch Partners Asset Management LLC | 164,172 | $8,179,000 | 1.78% |
| First Allied Asset Management, Inc. | 157,741 | $7,876,000 | 1.10% |
| Alpine Partners USVI, LLC | 6,108 | $304,000 | 1.01% |
| MIDAS MANAGEMENT CORP | 33,000 | $1,644,000 | 0.86% |
| Jupiter Investment Management Ltd | 475,996 | $23,714,000 | 0.84% |
| TIVERTON ASSET MANAGEMENT LLC | 800,000 | $39,858,000 | 0.83% |
| Lombard Odier Asset Management (Europe) Ltd | 71,288 | $3,569,000 | 0.78% |