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 | $1,026,000 | -2.8% | 40,962 | -1.2% | 0.00% | 0.0% |
| Q4 2020 | $1,056,000 | +59.5% | 41,463 | -6.9% | 0.00% | +33.3% |
| Q3 2020 | $662,000 | -6.6% | 44,547 | -2.5% | 0.00% | 0.0% |
| Q2 2020 | $709,000 | +32.5% | 45,688 | -2.8% | 0.00% | 0.0% |
| Q1 2020 | $535,000 | -36.3% | 46,982 | -6.4% | 0.00% | 0.0% |
| Q4 2019 | $840,000 | -8.8% | 50,220 | -6.3% | 0.00% | -25.0% |
| Q3 2019 | $921,000 | -0.9% | 53,598 | -3.8% | 0.00% | 0.0% |
| Q2 2019 | $929,000 | -5.3% | 55,705 | -1.9% | 0.00% | 0.0% |
| Q1 2019 | $981,000 | -10.2% | 56,757 | -6.1% | 0.00% | 0.0% |
| Q4 2018 | $1,093,000 | -15.9% | 60,438 | -1.5% | 0.00% | 0.0% |
| Q3 2018 | $1,299,000 | +16.8% | 61,328 | -0.9% | 0.00% | 0.0% |
| Q2 2018 | $1,112,000 | +7.0% | 61,887 | +20.4% | 0.00% | 0.0% |
| Q1 2018 | $1,039,000 | -28.3% | 51,392 | -20.8% | 0.00% | -20.0% |
| Q4 2017 | $1,449,000 | +11.7% | 64,878 | +0.4% | 0.01% | 0.0% |
| Q3 2017 | $1,297,000 | +12.3% | 64,646 | +5.7% | 0.01% | +25.0% |
| Q2 2017 | $1,155,000 | -68.4% | 61,166 | -71.6% | 0.00% | -69.2% |
| Q1 2017 | $3,657,000 | -7.7% | 215,122 | +6.0% | 0.01% | -13.3% |
| Q4 2016 | $3,961,000 | -99.9% | 203,036 | -0.1% | 0.02% | 0.0% |
| Q3 2016 | $3,692,237,000 | -5.2% | 203,317 | -10.1% | 0.02% | -6.2% |
| Q2 2016 | $3,893,907,000 | -11.1% | 226,127 | +21.6% | 0.02% | -5.9% |
| Q1 2016 | $4,378,000,000 | -19.6% | 185,994 | -2.1% | 0.02% | -22.7% |
| Q4 2015 | $5,443,000,000 | +78944.4% | 189,934 | -4.1% | 0.02% | -26.7% |
| Q3 2015 | $6,886,000 | -99.9% | 198,043 | +18.3% | 0.03% | -6.2% |
| Q2 2015 | $7,918,558,000 | -3.8% | 167,376 | +0.8% | 0.03% | -5.9% |
| Q1 2015 | $8,227,900,000 | +0.4% | 166,086 | +1.0% | 0.03% | -2.9% |
| Q4 2014 | $8,196,138,000 | -5.8% | 164,515 | -2.3% | 0.04% | -7.9% |
| Q3 2014 | $8,704,958,000 | -18.5% | 168,407 | -1.3% | 0.04% | -19.1% |
| Q2 2014 | $10,677,854,000 | -16.5% | 170,600 | -1.8% | 0.05% | -21.7% |
| Q1 2014 | $12,795,009,000 | +12.3% | 173,798 | -0.7% | 0.06% | +9.1% |
| Q4 2013 | $11,395,544,000 | +22.3% | 174,993 | -3.3% | 0.06% | +7.8% |
| Q3 2013 | $9,317,777,000 | +18.8% | 180,998 | +0.4% | 0.05% | +8.5% |
| Q2 2013 | $7,841,615,000 | – | 180,267 | – | 0.05% | – |
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% |