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 ↓ |
|---|---|---|---|
| Dean Capital Management | 72,920 | $1,717,000 | 2.38% |
| HERNDON CAPITAL MANAGEMENT LLC | 3,464,095 | $81,545,000 | 2.04% |
| CONTINENTAL ADVISORS LLC | 287,802 | $6,775,000 | 1.92% |
| Peloton Wealth Strategists | 62,700 | $1,476,000 | 1.25% |
| DEAN INVESTMENT ASSOCIATES, LLC | 229,700 | $5,407,000 | 1.10% |
| RAMSEY QUANTITATIVE SYSTEMS | 44,435 | $1,046,000 | 1.07% |
| LOMBARDIA CAPITAL PARTNERS LLC | 847,214 | $19,943,000 | 1.04% |
| Hodges Capital Management Inc. | 726,360 | $17,099,000 | 0.79% |
| VALLEY NATIONAL ADVISERS INC | 61,138 | $1,439,000 | 0.77% |
| Matarin Capital Management, LLC | 206,126 | $4,852,206,000 | 0.68% |