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 | $702,000 | +4.0% | 28,018 | +5.7% | 0.00% | 0.0% |
| Q4 2020 | $675,000 | +150.0% | 26,518 | +46.1% | 0.00% | 0.0% |
| Q3 2020 | $270,000 | -1.8% | 18,145 | +2.3% | 0.00% | 0.0% |
| Q2 2020 | $275,000 | +10.4% | 17,744 | -19.1% | 0.00% | 0.0% |
| Q1 2020 | $249,000 | -47.5% | 21,921 | -22.8% | 0.00% | 0.0% |
| Q4 2019 | $474,000 | -18.8% | 28,379 | -16.5% | 0.00% | 0.0% |
| Q3 2019 | $584,000 | -10.3% | 34,004 | -12.9% | 0.00% | -50.0% |
| Q2 2019 | $651,000 | -3.8% | 39,036 | -0.3% | 0.00% | 0.0% |
| Q1 2019 | $677,000 | -4.4% | 39,136 | -0.0% | 0.00% | 0.0% |
| Q4 2018 | $708,000 | -14.6% | 39,155 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $829,000 | +15.6% | 39,155 | -1.8% | 0.00% | 0.0% |
| Q2 2018 | $717,000 | -53.9% | 39,892 | -48.2% | 0.00% | -60.0% |
| Q1 2018 | $1,557,000 | +72.6% | 77,072 | +90.7% | 0.01% | +66.7% |
| Q4 2017 | $902,000 | +11.6% | 40,408 | +0.3% | 0.00% | 0.0% |
| Q3 2017 | $808,000 | +5.9% | 40,305 | -0.4% | 0.00% | 0.0% |
| Q2 2017 | $763,000 | +9.5% | 40,455 | -1.3% | 0.00% | 0.0% |
| Q1 2017 | $697,000 | -38.2% | 41,005 | -29.1% | 0.00% | -40.0% |
| Q4 2016 | $1,128,000 | +5.3% | 57,813 | -2.0% | 0.01% | 0.0% |
| Q3 2016 | $1,071,000 | -60.0% | 58,996 | -62.0% | 0.01% | -58.3% |
| Q2 2016 | $2,677,000 | -17.0% | 155,380 | +13.4% | 0.01% | -29.4% |
| Q1 2016 | $3,227,000 | -40.3% | 137,073 | -27.3% | 0.02% | -39.3% |
| Q4 2015 | $5,404,000 | -19.0% | 188,597 | -1.7% | 0.03% | -24.3% |
| Q3 2015 | $6,668,000 | -64.2% | 191,793 | -51.3% | 0.04% | -24.5% |
| Q2 2015 | $18,615,000 | +178.8% | 393,860 | +192.2% | 0.05% | +32.4% |
| Q1 2015 | $6,678,000 | +83.6% | 134,807 | +84.6% | 0.04% | +85.0% |
| Q4 2014 | $3,637,000 | -20.1% | 73,033 | -17.1% | 0.02% | -50.0% |
| Q3 2014 | $4,553,000 | +207.8% | 88,094 | +272.8% | 0.04% | +207.7% |
| Q2 2014 | $1,479,000 | +34.1% | 23,631 | +57.5% | 0.01% | +18.2% |
| Q1 2014 | $1,103,000 | – | 15,000 | – | 0.01% | – |
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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% |