WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 239 filers reported holding WADDELL & REED FINL INC in Q3 2016. The put-call ratio across all filers is 0.84 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 ↓ |
---|---|---|---|
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% |