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 | $12,258,000 | +27.1% | 489,335 | +29.3% | 0.00% | +100.0% |
| Q4 2020 | $9,641,000 | +77.0% | 378,552 | +1.9% | 0.00% | 0.0% |
| Q3 2020 | $5,447,000 | -47.6% | 371,324 | -44.6% | 0.00% | -50.0% |
| Q2 2020 | $10,392,000 | +119.1% | 670,035 | +60.8% | 0.00% | +100.0% |
| Q1 2020 | $4,744,000 | +62.3% | 416,794 | +138.4% | 0.00% | 0.0% |
| Q4 2019 | $2,923,000 | -68.9% | 174,846 | -68.1% | 0.00% | -50.0% |
| Q3 2019 | $9,403,000 | +103.4% | 547,330 | +96.8% | 0.00% | +100.0% |
| Q2 2019 | $4,624,000 | +72.5% | 278,059 | +79.5% | 0.00% | 0.0% |
| Q1 2019 | $2,680,000 | -56.7% | 154,949 | -54.8% | 0.00% | 0.0% |
| Q4 2018 | $6,195,000 | -44.5% | 342,668 | -35.0% | 0.00% | -50.0% |
| Q3 2018 | $11,160,000 | +95.2% | 526,889 | +65.6% | 0.00% | +100.0% |
| Q2 2018 | $5,718,000 | -35.9% | 318,190 | -27.9% | 0.00% | -50.0% |
| Q1 2018 | $8,916,000 | -17.0% | 441,149 | -8.3% | 0.00% | 0.0% |
| Q4 2017 | $10,745,000 | +118.1% | 480,943 | +94.2% | 0.00% | +100.0% |
| Q3 2017 | $4,926,000 | +23.8% | 247,639 | +17.5% | 0.00% | 0.0% |
| Q2 2017 | $3,978,000 | +90.4% | 210,712 | +71.4% | 0.00% | – |
| Q1 2017 | $2,089,000 | -62.8% | 122,932 | -57.3% | 0.00% | -100.0% |
| Q4 2016 | $5,615,000 | -24.4% | 287,820 | -29.6% | 0.00% | -50.0% |
| Q3 2016 | $7,426,000 | +23.0% | 408,907 | +16.6% | 0.00% | 0.0% |
| Q2 2016 | $6,039,000 | +330.1% | 350,641 | +488.3% | 0.00% | – |
| Q1 2016 | $1,404,000 | -21.6% | 59,598 | -4.7% | 0.00% | – |
| Q4 2015 | $1,791,000 | -70.0% | 62,524 | -63.6% | 0.00% | -100.0% |
| Q3 2015 | $5,971,000 | +7.2% | 171,734 | +45.9% | 0.00% | +100.0% |
| Q2 2015 | $5,570,000 | +20.1% | 117,708 | +25.8% | 0.00% | 0.0% |
| Q1 2015 | $4,636,000 | -81.3% | 93,578 | -81.2% | 0.00% | -83.3% |
| Q4 2014 | $24,797,000 | +54.6% | 497,748 | +60.4% | 0.01% | +50.0% |
| Q3 2014 | $16,039,000 | +2.3% | 310,273 | +23.9% | 0.00% | 0.0% |
| Q2 2014 | $15,672,000 | -13.6% | 250,394 | +1.6% | 0.00% | -20.0% |
| Q1 2014 | $18,138,000 | +38.2% | 246,366 | +22.3% | 0.01% | +25.0% |
| Q4 2013 | $13,120,000 | -7.6% | 201,474 | -27.0% | 0.00% | 0.0% |
| Q3 2013 | $14,201,000 | +86.7% | 275,845 | +57.8% | 0.00% | +100.0% |
| Q2 2013 | $7,605,000 | – | 174,830 | – | 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% |