WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 306 filers reported holding WADDELL & REED FINL INC in Q3 2014. The put-call ratio across all filers is 0.28 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $1,247,000 | +1.1% | 109,589 | +59.7% | 0.10% | +108.7% |
| Q2 2018 | $1,233,000 | -83.4% | 68,617 | -81.3% | 0.05% | -86.3% |
| Q1 2018 | $7,418,000 | -28.3% | 367,057 | -20.8% | 0.34% | -22.3% |
| Q4 2017 | $10,349,000 | +142.9% | 463,268 | +118.3% | 0.43% | +122.2% |
| Q3 2017 | $4,260,000 | +435.8% | 212,240 | +1230.7% | 0.19% | +61.7% |
| Q4 2014 | $795,000 | -50.0% | 15,949 | -48.1% | 0.12% | -64.0% |
| Q3 2014 | $1,590,000 | -22.4% | 30,753 | -6.1% | 0.33% | -29.4% |
| Q2 2014 | $2,050,000 | – | 32,753 | – | 0.47% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HAHN CAPITAL MANAGEMENT LLC | 368,823 | $23,084,654,000 | 3.05% |
| HERNDON CAPITAL MANAGEMENT LLC | 3,318,544 | $207,707,669,000 | 2.61% |
| NEW AMSTERDAM PARTNERS LLC/NY | 522,883 | $32,727,000 | 2.13% |
| Jupiter Investment Management Ltd | 404,786 | $25,335,000 | 1.42% |
| Monarch Partners Asset Management LLC | 76,399 | $4,782,000 | 1.25% |
| TIVERTON ASSET MANAGEMENT LLC | 800,000 | $50,075,000 | 1.12% |
| PINNACLE ASSOCIATES LTD | 730,376 | $45,714,000 | 0.89% |
| AJO, LP | 2,789,020 | $174,565,000 | 0.75% |
| HERMES INVESTMENT MANAGEMENT LTD | 430,204 | $26,926,000 | 0.74% |
| GRIMES & COMPANY, INC. | 43,624 | $2,730,000 | 0.72% |