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 | $14,000 | +27.3% | 561 | +29.3% | 0.00% | 0.0% |
| Q4 2020 | $11,000 | +83.3% | 434 | +9.9% | 0.00% | +100.0% |
| Q3 2020 | $6,000 | 0.0% | 395 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $6,000 | +20.0% | 395 | -10.8% | 0.00% | 0.0% |
| Q1 2020 | $5,000 | – | 443 | +3927.3% | 0.00% | – |
| Q4 2019 | $0 | -100.0% | 11 | -95.5% | 0.00% | -100.0% |
| Q4 2018 | $4,000 | -71.4% | 242 | -63.7% | 0.00% | -75.0% |
| Q3 2018 | $14,000 | +27.3% | 666 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $11,000 | -56.0% | 666 | -47.6% | 0.00% | -55.6% |
| Q1 2018 | $25,000 | -10.7% | 1,272 | 0.0% | 0.01% | -18.2% |
| Q4 2017 | $28,000 | +12.0% | 1,272 | 0.0% | 0.01% | +10.0% |
| Q3 2017 | $25,000 | +4.2% | 1,272 | 0.0% | 0.01% | -9.1% |
| Q2 2017 | $24,000 | +14.3% | 1,272 | 0.0% | 0.01% | +22.2% |
| Q1 2017 | $21,000 | +31.2% | 1,272 | +47.2% | 0.01% | +12.5% |
| Q4 2016 | $16,000 | -5.9% | 864 | -14.3% | 0.01% | -27.3% |
| Q3 2016 | $17,000 | +88.9% | 1,008 | +61.3% | 0.01% | +83.3% |
| Q2 2016 | $9,000 | – | 625 | – | 0.01% | – |
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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% |