WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 2 filers reported holding WADDELL & REED FINL INC in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $7,000 | -50.0% | 270 | -50.0% | 0.00% | 0.0% |
| Q4 2020 | $14,000 | +250.0% | 540 | +100.0% | 0.00% | – |
| Q3 2020 | $4,000 | 0.0% | 270 | 0.0% | 0.00% | – |
| Q2 2020 | $4,000 | +33.3% | 270 | 0.0% | 0.00% | – |
| Q1 2020 | $3,000 | -40.0% | 270 | 0.0% | 0.00% | -100.0% |
| Q4 2019 | $5,000 | 0.0% | 270 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $5,000 | 0.0% | 270 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $5,000 | 0.0% | 270 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $5,000 | -87.8% | 270 | -88.1% | 0.00% | -80.0% |
| Q4 2018 | $41,000 | -14.6% | 2,270 | 0.0% | 0.01% | -16.7% |
| Q3 2018 | $48,000 | +17.1% | 2,270 | 0.0% | 0.01% | +20.0% |
| Q2 2018 | $41,000 | -10.9% | 2,270 | 0.0% | 0.01% | -16.7% |
| Q1 2018 | $46,000 | -9.8% | 2,270 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $51,000 | +10.9% | 2,270 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $46,000 | +21.1% | 2,270 | +13.5% | 0.01% | +20.0% |
| Q2 2017 | $38,000 | +11.8% | 2,000 | 0.0% | 0.01% | +25.0% |
| Q1 2017 | $34,000 | -12.8% | 2,000 | 0.0% | 0.00% | -33.3% |
| Q4 2016 | $39,000 | – | 2,000 | – | 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% |