WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 254 filers reported holding WADDELL & REED FINL INC in Q1 2018. The put-call ratio across all filers is 2.56 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $575,000 | -13.8% | 27,152 | -26.8% | 0.01% | -14.3% |
| Q2 2018 | $667,000 | -39.9% | 37,102 | -32.4% | 0.01% | -36.4% |
| Q1 2018 | $1,109,000 | -12.9% | 54,895 | -3.7% | 0.02% | -8.3% |
| Q4 2017 | $1,273,000 | -1.3% | 56,995 | -11.3% | 0.02% | 0.0% |
| Q3 2017 | $1,290,000 | +5.7% | 64,260 | -0.6% | 0.02% | +4.3% |
| Q2 2017 | $1,220,000 | -91.2% | 64,645 | -92.0% | 0.02% | -91.3% |
| Q1 2017 | $13,811,000 | -12.8% | 812,432 | +0.1% | 0.26% | -17.2% |
| Q4 2016 | $15,834,000 | -4.7% | 811,592 | -11.3% | 0.32% | -4.2% |
| Q3 2016 | $16,610,000 | -1.8% | 914,643 | -6.8% | 0.33% | -8.5% |
| Q2 2016 | $16,906,000 | -27.5% | 981,783 | -0.9% | 0.36% | -27.1% |
| Q1 2016 | $23,315,000 | +1.5% | 990,425 | +23.5% | 0.50% | +3.5% |
| Q4 2015 | $22,976,000 | -22.5% | 801,690 | -6.0% | 0.48% | -26.5% |
| Q3 2015 | $29,650,000 | -11.9% | 852,734 | +19.9% | 0.66% | +5.0% |
| Q2 2015 | $33,652,000 | -7.5% | 711,299 | -3.1% | 0.62% | -8.0% |
| Q1 2015 | $36,363,000 | -1.0% | 734,019 | -0.5% | 0.68% | -5.7% |
| Q4 2014 | $36,735,000 | +1.2% | 737,349 | +5.0% | 0.72% | -2.6% |
| Q3 2014 | $36,306,000 | -20.6% | 702,384 | -3.8% | 0.74% | -17.2% |
| Q2 2014 | $45,714,000 | -19.4% | 730,376 | -5.2% | 0.89% | -19.3% |
| Q1 2014 | $56,708,000 | +7.3% | 770,277 | -5.1% | 1.11% | +7.2% |
| Q4 2013 | $52,834,000 | +23.3% | 811,337 | -2.6% | 1.03% | +16.3% |
| Q3 2013 | $42,862,000 | +16.2% | 832,595 | -1.8% | 0.89% | +7.0% |
| Q2 2013 | $36,878,000 | – | 847,775 | – | 0.83% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HERNDON CAPITAL MANAGEMENT LLC | 3,504,129 | $228,188,880,000 | 2.88% |
| NEW AMSTERDAM PARTNERS LLC/NY | 636,862 | $41,472,000 | 2.75% |
| HAHN CAPITAL MANAGEMENT LLC | 299,147 | $19,480,453,000 | 2.70% |
| BlueMar Capital Management, LLC | 40,000 | $2,605,000 | 1.45% |
| STERNE AGEE GROUP, INC. | 60,272 | $3,925,000 | 1.29% |
| Jupiter Investment Management Ltd | 220,179 | $14,338,000 | 1.21% |
| HERMES INVESTMENT MANAGEMENT LTD | 600,176 | $39,083,000 | 1.19% |
| TIVERTON ASSET MANAGEMENT LLC | 800,000 | $52,096,000 | 1.15% |
| PINNACLE ASSOCIATES LTD | 811,337 | $52,834,000 | 1.03% |
| Dynamic Technology Lab Private Ltd | 9,142 | $595,000 | 0.98% |