WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 218 filers reported holding WADDELL & REED FINL INC in Q3 2017. The put-call ratio across all filers is 0.62 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $10,279,000 | +139.4% | 410,308 | +143.4% | 0.00% | +200.0% |
| Q4 2020 | $4,293,000 | +56.9% | 168,547 | -8.5% | 0.00% | 0.0% |
| Q3 2020 | $2,737,000 | +47.4% | 184,304 | +53.9% | 0.00% | 0.0% |
| Q2 2020 | $1,857,000 | +247.8% | 119,743 | +155.2% | 0.00% | – |
| Q1 2020 | $534,000 | -88.2% | 46,924 | -82.7% | 0.00% | -100.0% |
| Q4 2019 | $4,528,000 | +306.1% | 270,855 | +317.2% | 0.00% | – |
| Q3 2019 | $1,115,000 | +222.3% | 64,920 | +213.4% | 0.00% | – |
| Q2 2019 | $346,000 | +170.3% | 20,713 | +179.5% | 0.00% | – |
| Q1 2019 | $128,000 | -48.6% | 7,410 | -46.2% | 0.00% | – |
| Q4 2018 | $249,000 | -84.3% | 13,765 | -81.6% | 0.00% | -100.0% |
| Q3 2018 | $1,582,000 | -26.6% | 74,694 | -37.7% | 0.00% | 0.0% |
| Q2 2018 | $2,155,000 | -23.4% | 119,922 | -13.8% | 0.00% | 0.0% |
| Q1 2018 | $2,813,000 | -56.3% | 139,188 | -51.7% | 0.00% | -66.7% |
| Q4 2017 | $6,432,000 | +83.4% | 287,895 | +64.8% | 0.00% | +50.0% |
| Q3 2017 | $3,508,000 | +18.3% | 174,745 | +11.3% | 0.00% | 0.0% |
| Q2 2017 | $2,966,000 | +2164.1% | 157,062 | +1943.5% | 0.00% | – |
| Q1 2017 | $131,000 | -95.1% | 7,686 | -94.4% | 0.00% | -100.0% |
| Q4 2016 | $2,669,000 | +44.2% | 136,798 | +34.1% | 0.00% | 0.0% |
| Q3 2016 | $1,851,000 | +521.1% | 101,974 | +490.6% | 0.00% | – |
| Q2 2016 | $298,000 | -81.7% | 17,265 | -75.0% | 0.00% | -100.0% |
| Q1 2016 | $1,625,000 | +685.0% | 69,030 | +856.8% | 0.00% | – |
| Q4 2015 | $207,000 | -89.7% | 7,215 | -87.5% | 0.00% | -100.0% |
| Q3 2015 | $2,012,000 | -47.2% | 57,836 | -28.2% | 0.00% | -66.7% |
| Q2 2015 | $3,809,000 | -4.8% | 80,503 | -0.3% | 0.00% | 0.0% |
| Q1 2015 | $3,999,000 | -3.5% | 80,730 | -2.9% | 0.00% | 0.0% |
| Q4 2014 | $4,143,000 | – | 83,174 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HAHN CAPITAL MANAGEMENT LLC | 441,364 | $22,721,419,000 | 3.06% |
| HERNDON CAPITAL MANAGEMENT LLC | 3,814,134 | $196,351,618,000 | 2.58% |
| NEW AMSTERDAM PARTNERS LLC/NY | 1,065,942 | $54,874,000 | 1.83% |
| Channing Capital Management, LLC | 425,495 | $21,904,000 | 1.61% |
| HERMES INVESTMENT MANAGEMENT LTD | 853,827 | $43,955,000 | 1.48% |
| TIVERTON ASSET MANAGEMENT LLC | 950,000 | $48,906,000 | 1.18% |
| STERNE AGEE GROUP, INC. | 55,339 | $2,849,000 | 1.10% |
| LOMBARDIA CAPITAL PARTNERS LLC | 563,530 | $29,011,000 | 0.94% |
| PINNACLE ASSOCIATES LTD | 832,595 | $42,862,000 | 0.89% |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 1,449,350 | $74,613,000 | 0.87% |