WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 247 filers reported holding WADDELL & REED FINL INC in Q2 2016. The put-call ratio across all filers is 2.55 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $110,000 | -18.5% | 4,379 | -17.4% | 0.00% | -33.3% |
| Q4 2020 | $135,000 | +40.6% | 5,302 | -18.2% | 0.01% | -40.0% |
| Q3 2020 | $96,000 | +23.1% | 6,480 | -5.6% | 0.01% | -70.6% |
| Q1 2020 | $78,000 | +7700.0% | 6,865 | +9849.3% | 0.03% | – |
| Q4 2019 | $1,000 | -66.7% | 69 | -43.0% | 0.00% | -100.0% |
| Q4 2017 | $3,000 | -66.7% | 121 | -75.4% | 0.00% | -77.8% |
| Q2 2017 | $9,000 | -89.4% | 491 | -88.8% | 0.01% | -89.4% |
| Q4 2016 | $85,000 | +46.6% | 4,374 | +36.7% | 0.08% | +165.6% |
| Q3 2016 | $58,000 | +205.3% | 3,200 | +300.0% | 0.03% | -13.5% |
| Q1 2016 | $19,000 | -63.5% | 800 | -55.6% | 0.04% | -78.5% |
| Q4 2015 | $52,000 | -70.8% | 1,800 | -49.7% | 0.17% | -2.3% |
| Q4 2014 | $178,000 | +3460.0% | 3,581 | +3835.2% | 0.18% | +5766.7% |
| Q3 2014 | $5,000 | – | 91 | – | 0.00% | – |
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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% |