WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 235 filers reported holding WADDELL & REED FINL INC in Q4 2017. The put-call ratio across all filers is 0.27 and the average weighting 0.1%.
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 ↓ |
|---|---|---|---|
| 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% |