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 | $412,123 | -5.5% | 16,452 | -3.9% | 0.01% | -14.3% |
| Q4 2020 | $435,995 | +45.1% | 17,118 | -15.4% | 0.01% | +40.0% |
| Q3 2020 | $300,579 | -4.3% | 20,241 | 0.0% | 0.01% | -16.7% |
| Q2 2020 | $313,938 | +36.3% | 20,241 | 0.0% | 0.01% | +20.0% |
| Q1 2020 | $230,343 | -38.2% | 20,241 | -9.2% | 0.01% | -16.7% |
| Q4 2019 | $372,756 | -9.9% | 22,294 | -7.4% | 0.01% | -14.3% |
| Q3 2019 | $413,660 | +3.1% | 24,078 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $401,380 | -3.6% | 24,078 | 0.0% | 0.01% | -12.5% |
| Q1 2019 | $416,309 | -4.4% | 24,078 | 0.0% | 0.01% | -11.1% |
| Q4 2018 | $435,330 | -23.3% | 24,078 | -10.2% | 0.01% | -10.0% |
| Q3 2018 | $567,836 | -99.9% | 26,810 | 0.0% | 0.01% | +25.0% |
| Q2 2018 | $481,775,000 | -11.1% | 26,810 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $541,830,000 | +92048.0% | 26,810 | +1.8% | 0.01% | 0.0% |
| Q4 2017 | $588,000 | -47.9% | 26,337 | -53.2% | 0.01% | +14.3% |
| Q3 2017 | $1,129,000 | +6.3% | 56,262 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $1,062,000 | -52.8% | 56,262 | -57.5% | 0.01% | -56.2% |
| Q1 2017 | $2,251,000 | -12.1% | 132,389 | +0.9% | 0.02% | -11.1% |
| Q4 2016 | $2,561,000 | +6.0% | 131,266 | -1.3% | 0.02% | 0.0% |
| Q3 2016 | $2,416,000 | +6.4% | 133,015 | +0.9% | 0.02% | +5.9% |
| Q2 2016 | $2,271,000 | +24.0% | 131,878 | +69.5% | 0.02% | +21.4% |
| Q1 2016 | $1,831,000 | -16.8% | 77,790 | +1.4% | 0.01% | -17.6% |
| Q4 2015 | $2,200,000 | -17.8% | 76,746 | -0.2% | 0.02% | -10.5% |
| Q3 2015 | $2,675,000 | -27.5% | 76,922 | -1.4% | 0.02% | -26.9% |
| Q2 2015 | $3,691,000 | -3.4% | 78,025 | +1.1% | 0.03% | -7.1% |
| Q1 2015 | $3,822,000 | +2.8% | 77,145 | +3.4% | 0.03% | +7.7% |
| Q4 2014 | $3,718,000 | -3.5% | 74,633 | +0.1% | 0.03% | -7.1% |
| Q3 2014 | $3,853,000 | -17.6% | 74,545 | -0.3% | 0.03% | -12.5% |
| Q2 2014 | $4,677,000 | -14.5% | 74,732 | +0.5% | 0.03% | -15.8% |
| Q1 2014 | $5,472,000 | +14.5% | 74,324 | +1.2% | 0.04% | +11.8% |
| Q4 2013 | $4,781,000 | +26.6% | 73,421 | +0.1% | 0.03% | +17.2% |
| Q3 2013 | $3,777,000 | +19.3% | 73,362 | +0.8% | 0.03% | +16.0% |
| Q2 2013 | $3,165,000 | – | 72,762 | – | 0.02% | – |
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% |