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 2019. The put-call ratio across all filers is 4.64 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $14,744,000 | -1.7% | 588,554 | -0.1% | 0.00% | 0.0% |
| Q4 2020 | $15,003,000 | -72.9% | 589,054 | -84.2% | 0.00% | -83.3% |
| Q3 2020 | $55,295,000 | -3.9% | 3,723,591 | +0.4% | 0.01% | 0.0% |
| Q2 2020 | $57,527,000 | +36.3% | 3,708,987 | -0.0% | 0.01% | 0.0% |
| Q1 2020 | $42,208,000 | -34.1% | 3,708,988 | -3.1% | 0.01% | -14.3% |
| Q4 2019 | $64,013,000 | -1.9% | 3,828,530 | +0.8% | 0.01% | -12.5% |
| Q3 2019 | $65,228,000 | +8.7% | 3,796,729 | +5.5% | 0.01% | +14.3% |
| Q2 2019 | $59,984,000 | -11.3% | 3,598,352 | -8.0% | 0.01% | -12.5% |
| Q1 2019 | $67,596,000 | -6.5% | 3,909,522 | -2.3% | 0.01% | -20.0% |
| Q4 2018 | $72,315,000 | -29.4% | 3,999,682 | -17.3% | 0.01% | -16.7% |
| Q3 2018 | $102,441,000 | +21.5% | 4,836,680 | +3.1% | 0.01% | +20.0% |
| Q2 2018 | $84,311,000 | -2.2% | 4,691,739 | +10.0% | 0.01% | 0.0% |
| Q1 2018 | $86,235,000 | -2.1% | 4,266,923 | +8.2% | 0.01% | 0.0% |
| Q4 2017 | $88,111,000 | +2.1% | 3,944,080 | -8.3% | 0.01% | 0.0% |
| Q3 2017 | $86,327,000 | -5.9% | 4,301,289 | -11.4% | 0.01% | -9.1% |
| Q2 2017 | $91,698,000 | +92.3% | 4,856,894 | +73.2% | 0.01% | +83.3% |
| Q1 2017 | $47,677,000 | -15.7% | 2,804,516 | -3.3% | 0.01% | -25.0% |
| Q4 2016 | $56,561,000 | +162.8% | 2,899,094 | +144.6% | 0.01% | +166.7% |
| Q3 2016 | $21,520,000 | -33.7% | 1,185,016 | -37.1% | 0.00% | -25.0% |
| Q2 2016 | $32,460,000 | -70.2% | 1,885,016 | -59.2% | 0.00% | -73.3% |
| Q1 2016 | $108,802,000 | -49.4% | 4,622,002 | -38.4% | 0.02% | -48.3% |
| Q4 2015 | $215,007,000 | -28.2% | 7,502,002 | -12.8% | 0.03% | -32.6% |
| Q3 2015 | $299,273,000 | -24.2% | 8,607,228 | +3.2% | 0.04% | -15.7% |
| Q2 2015 | $394,698,000 | -10.8% | 8,342,810 | -6.6% | 0.05% | -8.9% |
| Q1 2015 | $442,565,000 | +9.9% | 8,933,481 | +10.5% | 0.06% | +7.7% |
| Q4 2014 | $402,830,000 | +23.5% | 8,085,708 | +28.1% | 0.05% | +18.2% |
| Q3 2014 | $326,278,000 | +93.9% | 6,312,210 | +134.7% | 0.04% | +91.3% |
| Q2 2014 | $168,304,000 | -36.5% | 2,688,994 | -25.3% | 0.02% | -37.8% |
| Q1 2014 | $265,168,000 | -5.1% | 3,601,846 | -16.0% | 0.04% | -5.1% |
| Q4 2013 | $279,374,000 | +0.9% | 4,290,146 | -20.2% | 0.04% | -7.1% |
| Q3 2013 | $276,810,000 | +19.6% | 5,377,046 | +1.0% | 0.04% | +10.5% |
| Q2 2013 | $231,479,000 | – | 5,321,346 | – | 0.04% | – |
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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% |