WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 296 filers reported holding WADDELL & REED FINL INC in Q1 2015. The put-call ratio across all filers is 0.39 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $4,524,000 | -55.9% | 180,577 | -55.2% | 0.00% | -50.0% |
| Q4 2020 | $10,266,000 | +101.3% | 403,068 | +17.3% | 0.00% | +100.0% |
| Q3 2020 | $5,101,000 | +37.5% | 343,557 | +43.6% | 0.00% | 0.0% |
| Q2 2020 | $3,711,000 | +114.3% | 239,270 | +57.2% | 0.00% | 0.0% |
| Q1 2020 | $1,732,000 | -53.5% | 152,169 | -31.6% | 0.00% | 0.0% |
| Q4 2019 | $3,722,000 | -73.3% | 222,607 | -72.6% | 0.00% | -75.0% |
| Q3 2019 | $13,965,000 | -10.4% | 812,811 | -13.0% | 0.00% | 0.0% |
| Q2 2019 | $15,582,000 | -11.6% | 934,715 | -8.3% | 0.00% | -20.0% |
| Q1 2019 | $17,624,000 | -11.3% | 1,019,272 | -7.2% | 0.01% | -28.6% |
| Q4 2018 | $19,859,000 | -17.4% | 1,098,401 | -3.2% | 0.01% | 0.0% |
| Q3 2018 | $24,043,000 | +318.7% | 1,135,212 | +255.3% | 0.01% | +250.0% |
| Q2 2018 | $5,742,000 | +48.1% | 319,543 | +66.6% | 0.00% | +100.0% |
| Q1 2018 | $3,877,000 | -2.7% | 191,842 | +7.6% | 0.00% | 0.0% |
| Q4 2017 | $3,983,000 | +6.4% | 178,236 | -4.4% | 0.00% | 0.0% |
| Q3 2017 | $3,742,000 | +52.4% | 186,379 | +43.3% | 0.00% | 0.0% |
| Q2 2017 | $2,456,000 | +12.6% | 130,072 | +1.4% | 0.00% | 0.0% |
| Q1 2017 | $2,182,000 | -21.8% | 128,337 | -10.2% | 0.00% | 0.0% |
| Q4 2016 | $2,789,000 | +27.5% | 142,961 | +18.6% | 0.00% | 0.0% |
| Q3 2016 | $2,188,000 | +32.0% | 120,498 | +25.2% | 0.00% | 0.0% |
| Q2 2016 | $1,657,000 | +131.1% | 96,212 | +215.9% | 0.00% | – |
| Q1 2016 | $717,000 | +14.9% | 30,460 | +40.0% | 0.00% | – |
| Q4 2015 | $624,000 | -52.8% | 21,763 | -42.8% | 0.00% | -100.0% |
| Q3 2015 | $1,323,000 | -95.4% | 38,020 | -93.8% | 0.00% | -90.9% |
| Q2 2015 | $29,000,000 | -50.7% | 612,972 | -48.4% | 0.01% | 0.0% |
| Q1 2015 | $58,824,000 | +84.7% | 1,187,418 | +85.8% | 0.01% | -8.3% |
| Q4 2014 | $31,847,000 | +3.9% | 639,242 | +7.8% | 0.01% | -7.7% |
| Q3 2014 | $30,647,000 | -5.2% | 592,934 | +14.9% | 0.01% | 0.0% |
| Q2 2014 | $32,312,000 | -19.8% | 516,217 | -5.6% | 0.01% | -23.5% |
| Q1 2014 | $40,267,000 | +20.0% | 546,944 | +6.1% | 0.02% | +13.3% |
| Q4 2013 | $33,558,000 | +29.4% | 515,321 | +2.3% | 0.02% | +25.0% |
| Q3 2013 | $25,934,000 | +13.4% | 503,786 | -4.2% | 0.01% | 0.0% |
| Q2 2013 | $22,868,000 | – | 525,699 | – | 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% |