WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 2 filers reported holding WADDELL & REED FINL INC in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $231,000 | -2.1% | 9,257 | +0.3% | 0.00% | -100.0% |
| Q4 2020 | $236,000 | +108.8% | 9,227 | +21.0% | 0.00% | – |
| Q3 2020 | $113,000 | +1.8% | 7,628 | +6.1% | 0.00% | – |
| Q2 2020 | $111,000 | +44.2% | 7,191 | +6.9% | 0.00% | – |
| Q1 2020 | $77,000 | -38.4% | 6,728 | -9.7% | 0.00% | – |
| Q4 2019 | $125,000 | -2.3% | 7,450 | 0.0% | 0.00% | – |
| Q3 2019 | $128,000 | +18.5% | 7,450 | +14.8% | 0.00% | – |
| Q2 2019 | $108,000 | -3.6% | 6,487 | 0.0% | 0.00% | – |
| Q1 2019 | $112,000 | +13.1% | 6,487 | +18.9% | 0.00% | – |
| Q4 2018 | $99,000 | -14.7% | 5,455 | 0.0% | 0.00% | – |
| Q3 2018 | $116,000 | +20.8% | 5,455 | +2.3% | 0.00% | – |
| Q2 2018 | $96,000 | -11.1% | 5,330 | 0.0% | 0.00% | – |
| Q1 2018 | $108,000 | -9.2% | 5,330 | 0.0% | 0.00% | – |
| Q4 2017 | $119,000 | +12.3% | 5,330 | +1.5% | 0.00% | – |
| Q3 2017 | $106,000 | +29.3% | 5,251 | +20.2% | 0.00% | – |
| Q2 2017 | $82,000 | +9.3% | 4,370 | -1.0% | 0.00% | – |
| Q1 2017 | $75,000 | -45.3% | 4,416 | -37.1% | 0.00% | – |
| Q4 2016 | $137,000 | +39.8% | 7,016 | +30.9% | 0.00% | – |
| Q3 2016 | $98,000 | +11.4% | 5,361 | +5.1% | 0.00% | – |
| Q2 2016 | $88,000 | -43.9% | 5,101 | -23.5% | 0.00% | -100.0% |
| Q1 2016 | $157,000 | -0.6% | 6,670 | +21.6% | 0.00% | 0.0% |
| Q4 2015 | $158,000 | -41.7% | 5,483 | -29.8% | 0.00% | 0.0% |
| Q3 2015 | $271,000 | -40.4% | 7,806 | -18.9% | 0.00% | -50.0% |
| Q2 2015 | $455,000 | +2.9% | 9,629 | +7.8% | 0.00% | 0.0% |
| Q1 2015 | $442,000 | +2.6% | 8,934 | +3.2% | 0.00% | 0.0% |
| Q4 2014 | $431,000 | +13.7% | 8,655 | +18.1% | 0.00% | 0.0% |
| Q3 2014 | $379,000 | -10.2% | 7,330 | +8.9% | 0.00% | 0.0% |
| Q2 2014 | $422,000 | -31.8% | 6,731 | -19.9% | 0.00% | -33.3% |
| Q1 2014 | $619,000 | -25.0% | 8,404 | -33.7% | 0.00% | 0.0% |
| Q4 2013 | $825,000 | +3.9% | 12,675 | -17.8% | 0.00% | -25.0% |
| Q3 2013 | $794,000 | +2.5% | 15,411 | -13.5% | 0.00% | 0.0% |
| Q2 2013 | $775,000 | – | 17,808 | – | 0.00% | – |
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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% |