WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 226 filers reported holding WADDELL & REED FINL INC in Q4 2020. The put-call ratio across all filers is 0.18 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $1,279,000 | -3.0% | 51,077 | -1.3% | 0.00% | 0.0% |
| Q4 2020 | $1,318,000 | +64.3% | 51,741 | -4.2% | 0.00% | +50.0% |
| Q3 2020 | $802,000 | -5.9% | 54,033 | -1.6% | 0.00% | -33.3% |
| Q2 2020 | $852,000 | +27.0% | 54,928 | -6.8% | 0.00% | +50.0% |
| Q1 2020 | $671,000 | -28.3% | 58,937 | +5.3% | 0.00% | -33.3% |
| Q4 2019 | $936,000 | -6.2% | 55,995 | -3.6% | 0.00% | 0.0% |
| Q3 2019 | $998,000 | +2.0% | 58,062 | -1.0% | 0.00% | 0.0% |
| Q2 2019 | $978,000 | -5.5% | 58,653 | -2.1% | 0.00% | 0.0% |
| Q1 2019 | $1,035,000 | +3.5% | 59,887 | +8.3% | 0.00% | -25.0% |
| Q4 2018 | $1,000,000 | -12.7% | 55,319 | +2.2% | 0.00% | 0.0% |
| Q3 2018 | $1,146,000 | +13.4% | 54,103 | -3.9% | 0.00% | +33.3% |
| Q2 2018 | $1,011,000 | -10.6% | 56,276 | +0.5% | 0.00% | -25.0% |
| Q1 2018 | $1,131,000 | -2.4% | 55,970 | +7.9% | 0.00% | 0.0% |
| Q4 2017 | $1,159,000 | +13.5% | 51,893 | +2.0% | 0.00% | 0.0% |
| Q3 2017 | $1,021,000 | +7.2% | 50,870 | +0.9% | 0.00% | 0.0% |
| Q2 2017 | $952,000 | +248.7% | 50,430 | +214.6% | 0.00% | +300.0% |
| Q1 2017 | $273,000 | -1.4% | 16,030 | +12.8% | 0.00% | 0.0% |
| Q4 2016 | $277,000 | +17.9% | 14,210 | +9.6% | 0.00% | 0.0% |
| Q3 2016 | $235,000 | +19.3% | 12,960 | +13.3% | 0.00% | 0.0% |
| Q2 2016 | $197,000 | -93.8% | 11,440 | -91.5% | 0.00% | -93.3% |
| Q1 2016 | $3,168,000 | +1052.0% | 134,580 | +1301.9% | 0.02% | +1400.0% |
| Q4 2015 | $275,000 | -15.4% | 9,600 | +2.8% | 0.00% | -50.0% |
| Q3 2015 | $325,000 | -20.5% | 9,340 | +8.1% | 0.00% | 0.0% |
| Q2 2015 | $409,000 | +24.3% | 8,640 | +30.1% | 0.00% | 0.0% |
| Q1 2015 | $329,000 | +0.9% | 6,640 | +1.5% | 0.00% | 0.0% |
| Q4 2014 | $326,000 | -4.4% | 6,540 | -0.8% | 0.00% | 0.0% |
| Q3 2014 | $341,000 | -17.2% | 6,590 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $412,000 | -15.1% | 6,590 | 0.0% | 0.00% | -33.3% |
| Q1 2014 | $485,000 | +12.3% | 6,590 | -0.8% | 0.00% | 0.0% |
| Q4 2013 | $432,000 | +26.3% | 6,640 | 0.0% | 0.00% | +50.0% |
| Q3 2013 | $342,000 | +26.2% | 6,640 | +6.4% | 0.00% | 0.0% |
| Q2 2013 | $271,000 | – | 6,240 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VALLEY NATIONAL ADVISERS INC | 64,630 | $4,209,000 | 3.17% |
| HAHN CAPITAL MANAGEMENT LLC | 435,125 | $21,677,921,000 | 2.47% |
| HERNDON CAPITAL MANAGEMENT LLC | 3,184,704 | $158,662,000 | 2.16% |
| Monarch Partners Asset Management LLC | 164,172 | $8,179,000 | 1.78% |
| First Allied Asset Management, Inc. | 157,741 | $7,876,000 | 1.10% |
| Alpine Partners USVI, LLC | 6,108 | $304,000 | 1.01% |
| MIDAS MANAGEMENT CORP | 33,000 | $1,644,000 | 0.86% |
| Jupiter Investment Management Ltd | 475,996 | $23,714,000 | 0.84% |
| TIVERTON ASSET MANAGEMENT LLC | 800,000 | $39,858,000 | 0.83% |
| Lombard Odier Asset Management (Europe) Ltd | 71,288 | $3,569,000 | 0.78% |