WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 216 filers reported holding WADDELL & REED FINL INC in Q3 2020. The put-call ratio across all filers is 0.44 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $59,891,000 | -14.4% | 2,390,866 | -13.0% | 0.02% | -20.0% |
| Q4 2020 | $69,976,000 | +68.3% | 2,747,387 | -1.9% | 0.02% | +38.9% |
| Q3 2020 | $41,588,000 | -8.2% | 2,800,600 | -4.2% | 0.02% | -10.0% |
| Q2 2020 | $45,325,000 | +20.1% | 2,922,453 | -11.9% | 0.02% | 0.0% |
| Q1 2020 | $37,748,000 | -33.3% | 3,316,940 | -2.0% | 0.02% | -4.8% |
| Q4 2019 | $56,614,000 | -3.9% | 3,385,975 | -1.2% | 0.02% | -8.7% |
| Q3 2019 | $58,888,000 | +2.7% | 3,427,632 | -0.3% | 0.02% | +4.5% |
| Q2 2019 | $57,332,000 | -3.8% | 3,439,256 | -0.2% | 0.02% | -8.3% |
| Q1 2019 | $59,592,000 | -3.7% | 3,446,606 | +0.7% | 0.02% | -14.3% |
| Q4 2018 | $61,886,000 | -13.5% | 3,422,932 | +1.3% | 0.03% | +3.7% |
| Q3 2018 | $71,578,000 | +19.4% | 3,379,499 | +1.3% | 0.03% | +12.5% |
| Q2 2018 | $59,957,000 | -4.0% | 3,336,488 | +7.9% | 0.02% | -7.7% |
| Q1 2018 | $62,474,000 | -8.3% | 3,091,246 | +1.4% | 0.03% | -7.1% |
| Q4 2017 | $68,118,000 | +15.2% | 3,049,080 | +3.5% | 0.03% | +7.7% |
| Q3 2017 | $59,113,000 | +16.1% | 2,945,385 | +9.2% | 0.03% | +8.3% |
| Q2 2017 | $50,907,000 | +49.5% | 2,696,267 | +34.6% | 0.02% | +50.0% |
| Q1 2017 | $34,059,000 | +91.5% | 2,003,501 | +119.7% | 0.02% | +77.8% |
| Q4 2016 | $17,789,000 | +84.6% | 911,806 | +71.8% | 0.01% | +80.0% |
| Q3 2016 | $9,635,000 | +1.4% | 530,658 | -3.8% | 0.01% | 0.0% |
| Q2 2016 | $9,498,000 | -27.7% | 551,617 | -1.1% | 0.01% | -37.5% |
| Q1 2016 | $13,130,000 | -19.5% | 557,747 | -2.0% | 0.01% | -20.0% |
| Q4 2015 | $16,304,000 | -9.2% | 568,871 | +10.2% | 0.01% | -16.7% |
| Q3 2015 | $17,951,000 | -20.7% | 516,261 | +7.9% | 0.01% | -14.3% |
| Q2 2015 | $22,637,000 | +12.5% | 478,473 | +17.8% | 0.01% | +7.7% |
| Q1 2015 | $20,128,000 | +72.1% | 406,301 | +73.1% | 0.01% | +62.5% |
| Q4 2014 | $11,694,000 | -0.2% | 234,730 | +3.6% | 0.01% | 0.0% |
| Q3 2014 | $11,716,000 | -16.9% | 226,621 | +0.7% | 0.01% | -20.0% |
| Q2 2014 | $14,091,000 | +29.9% | 225,156 | +52.8% | 0.01% | +25.0% |
| Q1 2014 | $10,846,000 | +12.4% | 147,353 | -0.6% | 0.01% | 0.0% |
| Q4 2013 | $9,652,000 | +26.8% | 148,230 | +0.2% | 0.01% | +14.3% |
| Q3 2013 | $7,612,000 | +22.6% | 147,866 | +3.6% | 0.01% | +16.7% |
| Q2 2013 | $6,207,000 | – | 142,678 | – | 0.01% | – |
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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% |