WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 234 filers reported holding WADDELL & REED FINL INC in Q2 2019. The put-call ratio across all filers is 14.83 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $890,000 | -13.3% | 35,549 | -11.8% | 1.05% | -11.8% |
| Q4 2020 | $1,026,000 | +42.1% | 40,295 | -17.1% | 1.19% | +40.0% |
| Q3 2020 | $722,000 | -3.7% | 48,606 | +0.5% | 0.85% | -4.9% |
| Q2 2020 | $750,000 | +24.0% | 48,360 | -9.0% | 0.90% | +22.3% |
| Q1 2020 | $605,000 | -33.1% | 53,133 | -1.8% | 0.73% | -8.3% |
| Q4 2019 | $905,000 | -2.5% | 54,098 | +0.2% | 0.80% | -8.1% |
| Q3 2019 | $928,000 | +2.8% | 53,999 | -0.4% | 0.87% | +0.2% |
| Q2 2019 | $903,000 | -4.0% | 54,195 | -0.5% | 0.87% | -5.1% |
| Q1 2019 | $941,000 | -2.2% | 54,453 | +2.3% | 0.91% | -13.2% |
| Q4 2018 | $962,000 | – | 53,228 | – | 1.05% | – |
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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% |