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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $2,533,000 | +62.1% | 99,447 | -5.5% | 0.10% | +32.1% |
| Q3 2020 | $1,563,000 | -17.0% | 105,247 | -13.4% | 0.08% | -21.2% |
| Q2 2020 | $1,884,000 | +17.4% | 121,481 | -13.9% | 0.10% | -5.7% |
| Q1 2020 | $1,605,000 | -28.9% | 141,036 | +4.5% | 0.10% | -25.0% |
| Q4 2019 | $2,257,000 | -3.5% | 135,008 | -0.2% | 0.14% | +11.1% |
| Q1 2019 | $2,340,000 | -12.9% | 135,330 | -8.9% | 0.13% | -16.6% |
| Q4 2018 | $2,687,000 | -37.1% | 148,625 | -26.4% | 0.15% | -9.6% |
| Q3 2018 | $4,275,000 | +25.2% | 201,860 | +6.2% | 0.17% | +23.7% |
| Q2 2018 | $3,415,000 | +5.3% | 190,051 | +18.4% | 0.14% | +2.3% |
| Q1 2018 | $3,243,000 | +6.2% | 160,582 | +17.5% | 0.13% | -3.6% |
| Q4 2017 | $3,053,000 | +20.9% | 136,689 | +8.6% | 0.14% | 0.0% |
| Q3 2017 | $2,525,000 | +805.0% | 125,807 | +1465.7% | 0.14% | +251.3% |
| Q3 2015 | $279,000 | – | 8,035 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HAHN CAPITAL MANAGEMENT LLC | 368,823 | $23,084,654,000 | 3.05% |
| HERNDON CAPITAL MANAGEMENT LLC | 3,318,544 | $207,707,669,000 | 2.61% |
| NEW AMSTERDAM PARTNERS LLC/NY | 522,883 | $32,727,000 | 2.13% |
| Jupiter Investment Management Ltd | 404,786 | $25,335,000 | 1.42% |
| Monarch Partners Asset Management LLC | 76,399 | $4,782,000 | 1.25% |
| TIVERTON ASSET MANAGEMENT LLC | 800,000 | $50,075,000 | 1.12% |
| PINNACLE ASSOCIATES LTD | 730,376 | $45,714,000 | 0.89% |
| AJO, LP | 2,789,020 | $174,565,000 | 0.75% |
| HERMES INVESTMENT MANAGEMENT LTD | 430,204 | $26,926,000 | 0.74% |
| GRIMES & COMPANY, INC. | 43,624 | $2,730,000 | 0.72% |