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 | $289,000 | -3.3% | 11,540 | -1.6% | 0.04% | -11.6% |
| Q4 2020 | $299,000 | +49.5% | 11,725 | -13.1% | 0.04% | +19.4% |
| Q3 2020 | $200,000 | -10.7% | 13,487 | -6.1% | 0.04% | -16.3% |
| Q2 2020 | $224,000 | +37.4% | 14,361 | +0.3% | 0.04% | +13.2% |
| Q1 2020 | $163,000 | -47.6% | 14,320 | -23.1% | 0.04% | -32.1% |
| Q4 2019 | $311,000 | -6.0% | 18,620 | -3.3% | 0.06% | -17.6% |
| Q3 2019 | $331,000 | -7.0% | 19,256 | -9.8% | 0.07% | -16.0% |
| Q2 2019 | $356,000 | -12.3% | 21,356 | -9.1% | 0.08% | -19.8% |
| Q1 2019 | $406,000 | +1.2% | 23,506 | +6.1% | 0.10% | -13.7% |
| Q4 2018 | $401,000 | -20.9% | 22,156 | -7.5% | 0.12% | -10.7% |
| Q3 2018 | $507,000 | +10.5% | 23,958 | -6.3% | 0.13% | +2.3% |
| Q2 2018 | $459,000 | -15.0% | 25,558 | -4.4% | 0.13% | -5.2% |
| Q1 2018 | $540,000 | -10.7% | 26,738 | -1.3% | 0.14% | -11.8% |
| Q4 2017 | $605,000 | +9.2% | 27,101 | -1.8% | 0.15% | -16.8% |
| Q3 2017 | $554,000 | +9.7% | 27,608 | +3.2% | 0.18% | +15.7% |
| Q2 2017 | $505,000 | +14.8% | 26,753 | +3.3% | 0.16% | -7.0% |
| Q1 2017 | $440,000 | +3.3% | 25,909 | +18.6% | 0.17% | -15.8% |
| Q4 2016 | $426,000 | -7.8% | 21,838 | -14.1% | 0.20% | -9.8% |
| Q3 2016 | $462,000 | +2.2% | 25,415 | -3.2% | 0.22% | -6.2% |
| Q2 2016 | $452,000 | – | 26,247 | – | 0.24% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HERNDON CAPITAL MANAGEMENT LLC | 3,504,129 | $228,188,880,000 | 2.88% |
| NEW AMSTERDAM PARTNERS LLC/NY | 636,862 | $41,472,000 | 2.75% |
| HAHN CAPITAL MANAGEMENT LLC | 299,147 | $19,480,453,000 | 2.70% |
| BlueMar Capital Management, LLC | 40,000 | $2,605,000 | 1.45% |
| STERNE AGEE GROUP, INC. | 60,272 | $3,925,000 | 1.29% |
| Jupiter Investment Management Ltd | 220,179 | $14,338,000 | 1.21% |
| HERMES INVESTMENT MANAGEMENT LTD | 600,176 | $39,083,000 | 1.19% |
| TIVERTON ASSET MANAGEMENT LLC | 800,000 | $52,096,000 | 1.15% |
| PINNACLE ASSOCIATES LTD | 811,337 | $52,834,000 | 1.03% |
| Dynamic Technology Lab Private Ltd | 9,142 | $595,000 | 0.98% |