WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 234 filers reported holding WADDELL & REED FINL INC in Q2 2019. The put-call ratio across all filers is 14.83 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $1,638,000 | +19.4% | 98,283 | +23.9% | 0.80% | +5.3% |
| Q1 2019 | $1,372,000 | -27.7% | 79,350 | -24.4% | 0.76% | -42.5% |
| Q4 2018 | $1,898,000 | +55.4% | 104,987 | +82.1% | 1.32% | +32.8% |
| Q3 2018 | $1,221,000 | +27.7% | 57,649 | +12.0% | 0.99% | +32.8% |
| Q2 2018 | $956,000 | +21.3% | 51,463 | +31.9% | 0.75% | -0.5% |
| Q1 2018 | $788,000 | +14.9% | 39,007 | +27.1% | 0.75% | +10.8% |
| Q4 2017 | $686,000 | +163.8% | 30,702 | +137.4% | 0.68% | +134.1% |
| Q3 2017 | $260,000 | +6.6% | 12,930 | 0.0% | 0.29% | +3.2% |
| Q2 2017 | $244,000 | – | 12,930 | – | 0.28% | – |
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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% |