WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 226 filers reported holding WADDELL & REED FINL INC in Q4 2020. The put-call ratio across all filers is 0.18 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $517,000 | +7.0% | 20,635 | +8.9% | 0.00% | -25.0% |
| Q4 2020 | $483,000 | -61.3% | 18,947 | -77.4% | 0.00% | -76.5% |
| Q3 2020 | $1,247,000 | +197.6% | 83,942 | +210.5% | 0.02% | +142.9% |
| Q2 2020 | $419,000 | -83.3% | 27,033 | -82.0% | 0.01% | -53.3% |
| Q4 2019 | $2,515,000 | +472.9% | 150,405 | +488.8% | 0.02% | +275.0% |
| Q3 2019 | $439,000 | -67.6% | 25,545 | -63.2% | 0.00% | -92.7% |
| Q4 2016 | $1,356,000 | +609.9% | 69,482 | +559.4% | 0.06% | +323.1% |
| Q3 2016 | $191,000 | -7.3% | 10,537 | +20.1% | 0.01% | -18.8% |
| Q1 2016 | $206,000 | -63.9% | 8,771 | -56.0% | 0.02% | -74.6% |
| Q4 2015 | $571,000 | – | 19,921 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VALLEY NATIONAL ADVISERS INC | 64,630 | $4,209,000 | 3.17% |
| HAHN CAPITAL MANAGEMENT LLC | 435,125 | $21,677,921,000 | 2.47% |
| HERNDON CAPITAL MANAGEMENT LLC | 3,184,704 | $158,662,000 | 2.16% |
| Monarch Partners Asset Management LLC | 164,172 | $8,179,000 | 1.78% |
| First Allied Asset Management, Inc. | 157,741 | $7,876,000 | 1.10% |
| Alpine Partners USVI, LLC | 6,108 | $304,000 | 1.01% |
| MIDAS MANAGEMENT CORP | 33,000 | $1,644,000 | 0.86% |
| Jupiter Investment Management Ltd | 475,996 | $23,714,000 | 0.84% |
| TIVERTON ASSET MANAGEMENT LLC | 800,000 | $39,858,000 | 0.83% |
| Lombard Odier Asset Management (Europe) Ltd | 71,288 | $3,569,000 | 0.78% |