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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $714,000 | -24.0% | 28,023 | -53.7% | 0.00% | -100.0% |
| Q2 2020 | $940,000 | +149.3% | 60,562 | +175.8% | 0.00% | 0.0% |
| Q3 2019 | $377,000 | -9.6% | 21,957 | +11.5% | 0.00% | 0.0% |
| Q3 2018 | $417,000 | -90.8% | 19,687 | -91.2% | 0.00% | -90.9% |
| Q1 2018 | $4,537,000 | +1178.0% | 224,508 | +1094.2% | 0.01% | +1000.0% |
| Q2 2017 | $355,000 | -38.2% | 18,800 | -36.1% | 0.00% | -66.7% |
| Q4 2016 | $574,000 | +13.9% | 29,400 | +0.5% | 0.00% | +50.0% |
| Q2 2016 | $504,000 | +78.1% | 29,259 | +143.5% | 0.00% | 0.0% |
| Q1 2016 | $283,000 | -73.7% | 12,014 | -17.8% | 0.00% | -83.3% |
| Q1 2014 | $1,076,000 | – | 14,615 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HAHN CAPITAL MANAGEMENT LLC | 331,543 | $14,422,000 | 2.84% |
| HERNDON CAPITAL MANAGEMENT LLC | 3,572,559 | $155,406,318,000 | 2.32% |
| TAMRO Capital Partners LLC | 762,650 | $33,175,000 | 1.48% |
| Family Management Corp | 54,700 | $2,379,000 | 1.45% |
| Channing Capital Management, LLC | 345,595 | $15,033,000 | 1.35% |
| HERMES INVESTMENT MANAGEMENT LTD | 765,488 | $33,299,000 | 1.30% |
| LOMBARDIA CAPITAL PARTNERS LLC | 756,909 | $32,926,000 | 1.10% |
| TIVERTON ASSET MANAGEMENT LLC | 950,000 | $41,328,000 | 1.07% |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 1,633,600 | $71,062,000 | 0.93% |
| STERNE AGEE GROUP, INC. | 55,339 | $2,407,000 | 0.86% |