WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 250 filers reported holding WADDELL & REED FINL INC in Q3 2018. The put-call ratio across all filers is 0.37 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $302,000 | +3.1% | 17,584 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $293,000 | -3.6% | 17,584 | 0.0% | 0.01% | -9.1% |
| Q1 2019 | $304,000 | -4.4% | 17,584 | 0.0% | 0.01% | -15.4% |
| Q4 2018 | $318,000 | -14.5% | 17,584 | 0.0% | 0.01% | +8.3% |
| Q3 2018 | $372,000 | +47.0% | 17,584 | +25.1% | 0.01% | +33.3% |
| Q2 2018 | $253,000 | +19.3% | 14,056 | +34.2% | 0.01% | +28.6% |
| Q1 2018 | $212,000 | -9.4% | 10,472 | 0.0% | 0.01% | -12.5% |
| Q4 2017 | $234,000 | +33.7% | 10,472 | +19.9% | 0.01% | +33.3% |
| Q3 2017 | $175,000 | +25.0% | 8,736 | +17.7% | 0.01% | +20.0% |
| Q2 2017 | $140,000 | +100.0% | 7,420 | +80.3% | 0.01% | +66.7% |
| Q1 2017 | $70,000 | -6.7% | 4,116 | +7.3% | 0.00% | 0.0% |
| Q4 2016 | $75,000 | – | 3,836 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Dean Capital Management | 72,920 | $1,717,000 | 2.38% |
| HERNDON CAPITAL MANAGEMENT LLC | 3,464,095 | $81,545,000 | 2.04% |
| CONTINENTAL ADVISORS LLC | 287,802 | $6,775,000 | 1.92% |
| Peloton Wealth Strategists | 62,700 | $1,476,000 | 1.25% |
| DEAN INVESTMENT ASSOCIATES, LLC | 229,700 | $5,407,000 | 1.10% |
| RAMSEY QUANTITATIVE SYSTEMS | 44,435 | $1,046,000 | 1.07% |
| LOMBARDIA CAPITAL PARTNERS LLC | 847,214 | $19,943,000 | 1.04% |
| Hodges Capital Management Inc. | 726,360 | $17,099,000 | 0.79% |
| VALLEY NATIONAL ADVISERS INC | 61,138 | $1,439,000 | 0.77% |
| Matarin Capital Management, LLC | 206,126 | $4,852,206,000 | 0.68% |