WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 239 filers reported holding WADDELL & REED FINL INC in Q3 2019. The put-call ratio across all filers is 4.64 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $10,274,000 | +8.1% | 598,000 | +4.9% | 0.20% | +20.0% |
| Q2 2019 | $9,505,000 | -8.4% | 570,200 | -4.9% | 0.17% | -6.1% |
| Q1 2019 | $10,371,000 | -34.4% | 599,800 | -31.4% | 0.18% | -39.3% |
| Q4 2018 | $15,815,000 | -23.4% | 874,700 | -10.2% | 0.30% | -8.6% |
| Q3 2018 | $20,636,000 | +13.8% | 974,300 | -3.5% | 0.33% | +5.5% |
| Q2 2018 | $18,135,000 | +5.0% | 1,009,200 | +18.1% | 0.31% | +7.3% |
| Q1 2018 | $17,276,000 | -8.3% | 854,800 | +1.3% | 0.29% | -2.0% |
| Q4 2017 | $18,846,000 | +119.0% | 843,600 | +96.7% | 0.29% | +110.0% |
| Q3 2017 | $8,606,000 | +6.4% | 428,800 | +0.1% | 0.14% | +2.9% |
| Q2 2017 | $8,090,000 | +12.0% | 428,500 | +0.9% | 0.14% | +7.1% |
| Q1 2017 | $7,222,000 | +0.5% | 424,850 | +16.6% | 0.13% | -0.8% |
| Q4 2016 | $7,185,000 | +9.2% | 364,350 | +0.6% | 0.13% | +4.9% |
| Q3 2016 | $6,578,000 | +49.1% | 362,250 | +41.4% | 0.12% | +43.5% |
| Q2 2016 | $4,411,000 | -18.3% | 256,150 | +11.7% | 0.08% | -22.7% |
| Q1 2016 | $5,398,000 | +40.6% | 229,300 | +71.1% | 0.11% | +41.0% |
| Q4 2015 | $3,840,000 | -57.4% | 134,000 | -48.4% | 0.08% | -59.4% |
| Q3 2015 | $9,023,000 | -25.8% | 259,500 | +1.0% | 0.19% | -16.5% |
| Q2 2015 | $12,154,000 | -4.3% | 256,900 | +0.2% | 0.23% | -6.5% |
| Q1 2015 | $12,702,000 | -0.4% | 256,400 | +0.1% | 0.25% | -3.5% |
| Q4 2014 | $12,756,000 | -3.4% | 256,050 | +0.2% | 0.26% | -8.6% |
| Q3 2014 | $13,209,000 | -17.4% | 255,550 | 0.0% | 0.28% | -15.2% |
| Q2 2014 | $15,995,000 | -14.8% | 255,550 | +0.2% | 0.33% | -19.2% |
| Q1 2014 | $18,784,000 | +13.0% | 255,150 | -0.1% | 0.41% | +13.1% |
| Q4 2013 | $16,625,000 | +26.9% | 255,300 | +0.3% | 0.36% | +12.9% |
| Q3 2013 | $13,102,000 | +72.1% | 254,500 | +45.4% | 0.32% | +39.3% |
| Q2 2013 | $7,613,000 | – | 175,000 | – | 0.23% | – |
Download | ||||||
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% |