WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 286 filers reported holding WADDELL & REED FINL INC in Q4 2015. The put-call ratio across all filers is 1.57 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $3,017,000 | -15.1% | 120,459 | -13.7% | 0.01% | -25.0% |
| Q4 2020 | $3,555,000 | +64.6% | 139,559 | -4.1% | 0.01% | +60.0% |
| Q3 2020 | $2,160,000 | -15.5% | 145,459 | -11.8% | 0.01% | -16.7% |
| Q2 2020 | $2,557,000 | +23.3% | 164,859 | -9.5% | 0.01% | 0.0% |
| Q1 2020 | $2,073,000 | -42.8% | 182,139 | -15.9% | 0.01% | -25.0% |
| Q4 2019 | $3,621,000 | +9.9% | 216,558 | +12.9% | 0.01% | 0.0% |
| Q3 2019 | $3,295,000 | -1.8% | 191,782 | -4.8% | 0.01% | -11.1% |
| Q2 2019 | $3,357,000 | -0.4% | 201,382 | +3.3% | 0.01% | 0.0% |
| Q1 2019 | $3,370,000 | -4.4% | 194,882 | -0.1% | 0.01% | -10.0% |
| Q4 2018 | $3,525,000 | -14.8% | 194,982 | -0.2% | 0.01% | 0.0% |
| Q3 2018 | $4,136,000 | +22.9% | 195,282 | +4.3% | 0.01% | +25.0% |
| Q2 2018 | $3,365,000 | -11.1% | 187,282 | 0.0% | 0.01% | -11.1% |
| Q1 2018 | $3,785,000 | -9.5% | 187,282 | 0.0% | 0.01% | -10.0% |
| Q4 2017 | $4,184,000 | +11.3% | 187,282 | 0.0% | 0.01% | +11.1% |
| Q3 2017 | $3,759,000 | +6.3% | 187,282 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $3,536,000 | +36.0% | 187,282 | +22.4% | 0.01% | +28.6% |
| Q1 2017 | $2,600,000 | -12.9% | 152,954 | 0.0% | 0.01% | -12.5% |
| Q4 2016 | $2,984,000 | +7.4% | 152,954 | 0.0% | 0.01% | +14.3% |
| Q3 2016 | $2,778,000 | +5.5% | 152,954 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $2,634,000 | -26.9% | 152,954 | -0.1% | 0.01% | -30.0% |
| Q1 2016 | $3,605,000 | -17.9% | 153,154 | 0.0% | 0.01% | -16.7% |
| Q4 2015 | $4,389,000 | -17.6% | 153,154 | 0.0% | 0.01% | -20.0% |
| Q3 2015 | $5,325,000 | -26.5% | 153,154 | 0.0% | 0.02% | -21.1% |
| Q2 2015 | $7,246,000 | -7.8% | 153,154 | -3.4% | 0.02% | -5.0% |
| Q1 2015 | $7,855,000 | -50.7% | 158,554 | -50.4% | 0.02% | 0.0% |
| Q4 2014 | $15,918,000 | +91.3% | 319,508 | +98.5% | 0.02% | -9.1% |
| Q3 2014 | $8,320,000 | -17.8% | 160,954 | -0.5% | 0.02% | -15.4% |
| Q2 2014 | $10,124,000 | -19.1% | 161,754 | -4.9% | 0.03% | -21.2% |
| Q1 2014 | $12,519,000 | +8.9% | 170,054 | -3.6% | 0.03% | +10.0% |
| Q4 2013 | $11,491,000 | +16.9% | 176,454 | -7.6% | 0.03% | +11.1% |
| Q3 2013 | $9,830,000 | +10.8% | 190,954 | -6.3% | 0.03% | +8.0% |
| Q2 2013 | $8,868,000 | – | 203,854 | – | 0.02% | – |
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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% |