WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $17,000 | -37.0% | 667 | -36.7% | 0.00% | -20.0% |
| Q4 2020 | $27,000 | +68.8% | 1,053 | -0.4% | 0.01% | +66.7% |
| Q3 2020 | $16,000 | +14.3% | 1,057 | +18.1% | 0.00% | 0.0% |
| Q2 2020 | $14,000 | +16.7% | 895 | -14.5% | 0.00% | 0.0% |
| Q1 2020 | $12,000 | 0.0% | 1,047 | +39.0% | 0.00% | 0.0% |
| Q4 2019 | $12,000 | +9.1% | 753 | +23.0% | 0.00% | +50.0% |
| Q3 2019 | $11,000 | +37.5% | 612 | +30.5% | 0.00% | 0.0% |
| Q2 2019 | $8,000 | -27.3% | 469 | -25.2% | 0.00% | 0.0% |
| Q1 2019 | $11,000 | 0.0% | 627 | +2.8% | 0.00% | 0.0% |
| Q4 2018 | $11,000 | +22.2% | 610 | +30.1% | 0.00% | 0.0% |
| Q3 2018 | $9,000 | +12.5% | 469 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $8,000 | +700.0% | 469 | +600.0% | 0.00% | – |
| Q4 2017 | $1,000 | – | 67 | – | 0.00% | – |
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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% |