WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 254 filers reported holding WADDELL & REED FINL INC in Q1 2018. The put-call ratio across all filers is 2.56 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $453,000 | -60.5% | 20,293 | -64.5% | 0.13% | -50.6% |
| Q3 2017 | $1,146,000 | +12.2% | 57,118 | +5.7% | 0.27% | +4.6% |
| Q2 2017 | $1,021,000 | +17.4% | 54,058 | +5.6% | 0.26% | +13.1% |
| Q1 2017 | $870,000 | +3.6% | 51,190 | +18.9% | 0.23% | -13.6% |
| Q4 2016 | $840,000 | +35.3% | 43,056 | +25.9% | 0.26% | +10.4% |
| Q3 2016 | $621,000 | +102.9% | 34,212 | +88.0% | 0.24% | +55.8% |
| Q2 2016 | $306,000 | +24.9% | 18,199 | +74.6% | 0.15% | +9.2% |
| Q1 2016 | $245,000 | +69.0% | 10,421 | +106.3% | 0.14% | +74.1% |
| Q4 2015 | $145,000 | – | 5,052 | – | 0.08% | – |
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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% |