WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 328 filers reported holding WADDELL & REED FINL INC in Q1 2014. The put-call ratio across all filers is 4.08 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2016 | $434,000 | -74.7% | 18,418 | -69.3% | 0.00% | -66.7% |
| Q4 2015 | $1,713,000 | -53.7% | 59,940 | -43.7% | 0.00% | -57.1% |
| Q3 2015 | $3,703,000 | +14.8% | 106,494 | +56.2% | 0.01% | +40.0% |
| Q2 2015 | $3,225,000 | +165.9% | 68,170 | +178.4% | 0.01% | +150.0% |
| Q1 2015 | $1,213,000 | -9.7% | 24,482 | -9.8% | 0.00% | 0.0% |
| Q4 2014 | $1,343,000 | -59.1% | 27,134 | -57.3% | 0.00% | -66.7% |
| Q3 2014 | $3,286,000 | -86.8% | 63,549 | -85.8% | 0.01% | -86.0% |
| Q2 2014 | $24,866,000 | -12.0% | 446,861 | +6.6% | 0.04% | -14.0% |
| Q1 2014 | $28,242,000 | +118.9% | 419,380 | +110.3% | 0.05% | +108.3% |
| Q4 2013 | $12,903,000 | +93.5% | 199,397 | +54.0% | 0.02% | +100.0% |
| Q3 2013 | $6,668,000 | +8.1% | 129,510 | -8.7% | 0.01% | +9.1% |
| Q2 2013 | $6,169,000 | – | 141,831 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Dean Capital Management | 72,920 | $1,717,000 | 2.38% |
| HERNDON CAPITAL MANAGEMENT LLC | 3,464,095 | $81,545,000 | 2.04% |
| CONTINENTAL ADVISORS LLC | 287,802 | $6,775,000 | 1.92% |
| Peloton Wealth Strategists | 62,700 | $1,476,000 | 1.25% |
| DEAN INVESTMENT ASSOCIATES, LLC | 229,700 | $5,407,000 | 1.10% |
| RAMSEY QUANTITATIVE SYSTEMS | 44,435 | $1,046,000 | 1.07% |
| LOMBARDIA CAPITAL PARTNERS LLC | 847,214 | $19,943,000 | 1.04% |
| Hodges Capital Management Inc. | 726,360 | $17,099,000 | 0.79% |
| VALLEY NATIONAL ADVISERS INC | 61,138 | $1,439,000 | 0.77% |
| Matarin Capital Management, LLC | 206,126 | $4,852,206,000 | 0.68% |