WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 215 filers reported holding WADDELL & REED FINL INC in Q1 2020. The put-call ratio across all filers is 1.61 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $171,000 | -31.9% | 15,032 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $251,000 | -2.7% | 15,032 | 0.0% | 0.00% | -20.0% |
| Q3 2019 | $258,000 | +2.8% | 15,032 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $251,000 | -3.5% | 15,032 | 0.0% | 0.01% | -16.7% |
| Q1 2019 | $260,000 | -4.4% | 15,032 | 0.0% | 0.01% | -14.3% |
| Q4 2018 | $272,000 | -14.5% | 15,032 | 0.0% | 0.01% | +40.0% |
| Q3 2018 | $318,000 | +17.8% | 15,032 | 0.0% | 0.01% | -16.7% |
| Q2 2018 | $270,000 | -11.2% | 15,032 | 0.0% | 0.01% | -14.3% |
| Q1 2018 | $304,000 | +35.7% | 15,032 | +49.8% | 0.01% | +133.3% |
| Q4 2017 | $224,000 | – | 10,032 | – | 0.00% | – |
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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% |