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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $186,000 | -42.2% | 7,302 | -66.3% | 0.00% | 0.0% |
| Q3 2020 | $322,000 | -40.0% | 21,638 | -54.1% | 0.00% | -50.0% |
| Q1 2020 | $537,000 | -87.1% | 47,169 | -81.0% | 0.00% | -84.6% |
| Q4 2019 | $4,151,000 | +1.8% | 248,263 | +4.6% | 0.01% | +62.5% |
| Q3 2019 | $4,077,000 | -8.3% | 237,332 | -11.0% | 0.01% | 0.0% |
| Q2 2019 | $4,447,000 | -7.2% | 266,812 | -3.7% | 0.01% | -11.1% |
| Q1 2019 | $4,790,000 | +1.7% | 277,017 | +6.4% | 0.01% | 0.0% |
| Q4 2018 | $4,709,000 | -41.2% | 260,462 | -31.1% | 0.01% | -30.8% |
| Q3 2018 | $8,010,000 | +65.7% | 378,165 | +40.6% | 0.01% | +62.5% |
| Q2 2018 | $4,833,000 | -10.8% | 268,926 | +0.3% | 0.01% | -11.1% |
| Q1 2018 | $5,421,000 | -9.8% | 268,253 | -0.3% | 0.01% | 0.0% |
| Q4 2017 | $6,009,000 | +19.7% | 268,981 | +7.5% | 0.01% | +12.5% |
| Q3 2017 | $5,019,000 | +36.9% | 250,103 | +28.8% | 0.01% | +33.3% |
| Q2 2017 | $3,665,000 | +131.8% | 194,119 | +108.8% | 0.01% | +200.0% |
| Q1 2017 | $1,581,000 | -9.7% | 92,975 | +3.6% | 0.00% | -33.3% |
| Q4 2016 | $1,751,000 | +66.1% | 89,724 | +54.6% | 0.00% | +50.0% |
| Q3 2016 | $1,054,000 | – | 58,053 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HAHN CAPITAL MANAGEMENT LLC | 368,823 | $23,084,654,000 | 3.05% |
| HERNDON CAPITAL MANAGEMENT LLC | 3,318,544 | $207,707,669,000 | 2.61% |
| NEW AMSTERDAM PARTNERS LLC/NY | 522,883 | $32,727,000 | 2.13% |
| Jupiter Investment Management Ltd | 404,786 | $25,335,000 | 1.42% |
| Monarch Partners Asset Management LLC | 76,399 | $4,782,000 | 1.25% |
| TIVERTON ASSET MANAGEMENT LLC | 800,000 | $50,075,000 | 1.12% |
| PINNACLE ASSOCIATES LTD | 730,376 | $45,714,000 | 0.89% |
| AJO, LP | 2,789,020 | $174,565,000 | 0.75% |
| HERMES INVESTMENT MANAGEMENT LTD | 430,204 | $26,926,000 | 0.74% |
| GRIMES & COMPANY, INC. | 43,624 | $2,730,000 | 0.72% |