WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2021 | $3,080,000 | +24.0% | 122,964 | +26.1% | 0.00% | 0.0% |
Q4 2020 | $2,483,000 | +5.7% | 97,485 | -38.4% | 0.00% | 0.0% |
Q3 2020 | $2,349,000 | +5.8% | 158,198 | +10.5% | 0.00% | 0.0% |
Q2 2020 | $2,220,000 | +21.3% | 143,132 | -11.0% | 0.00% | 0.0% |
Q1 2020 | $1,830,000 | +46.3% | 160,785 | +114.8% | 0.00% | +100.0% |
Q4 2019 | $1,251,000 | -51.6% | 74,836 | -50.2% | 0.00% | -66.7% |
Q3 2019 | $2,583,000 | -43.2% | 150,328 | -44.9% | 0.00% | -40.0% |
Q2 2019 | $4,550,000 | +3.9% | 272,945 | +7.7% | 0.01% | +25.0% |
Q1 2019 | $4,381,000 | -3.5% | 253,368 | +0.9% | 0.00% | -20.0% |
Q4 2018 | $4,540,000 | +591.0% | 251,125 | +710.1% | 0.01% | +400.0% |
Q3 2018 | $657,000 | +18.0% | 30,998 | 0.0% | 0.00% | 0.0% |
Q2 2018 | $557,000 | -15.1% | 30,998 | -4.5% | 0.00% | 0.0% |
Q1 2018 | $656,000 | -9.5% | 32,448 | 0.0% | 0.00% | 0.0% |
Q4 2017 | $725,000 | +12.2% | 32,448 | +0.7% | 0.00% | 0.0% |
Q3 2017 | $646,000 | +13.9% | 32,208 | +7.2% | 0.00% | 0.0% |
Q2 2017 | $567,000 | -91.2% | 30,055 | -89.0% | 0.00% | -87.5% |
Q1 2016 | $6,441,000 | -59.2% | 273,610 | -39.8% | 0.01% | -57.9% |
Q3 2015 | $15,798,000 | -57.4% | 454,362 | -42.0% | 0.02% | -54.8% |
Q2 2015 | $37,093,000 | -24.9% | 784,036 | -21.4% | 0.04% | -23.6% |
Q1 2015 | $49,399,000 | +7.2% | 997,147 | +7.8% | 0.06% | +5.8% |
Q4 2014 | $46,062,000 | +9.6% | 924,573 | +13.7% | 0.05% | +6.1% |
Q3 2014 | $42,046,000 | +97.3% | 813,418 | +138.9% | 0.05% | +104.2% |
Q2 2014 | $21,312,000 | +7351.7% | 340,507 | +6030.8% | 0.02% | – |
Q3 2013 | $286,000 | -99.4% | 5,554 | -99.5% | 0.00% | -100.0% |
Q2 2013 | $45,325,000 | – | 1,041,961 | – | 0.06% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Kellner Capital, LLC | 364,958 | $9,142,000 | 3.32% |
ALPINE ASSOCIATES MANAGEMENT INC. | 1,970,010 | $49,348,000 | 1.34% |
Chicago Capital Management, LLC | 101,877 | $2,552,000 | 1.19% |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 427,580 | $10,711,000 | 1.10% |
Weather Gauge Advisory, LLC | 35,549 | $890,000 | 1.05% |
Burgundy Asset Management Ltd. | 3,353,441 | $84,004,000 | 0.86% |
SPRING CREEK CAPITAL LLC | 562,291 | $14,085,000 | 0.61% |
AQR Arbitrage LLC | 630,797 | $15,801,000 | 0.57% |
NEXPOINT ASSET MANAGEMENT, L.P. | 81,954 | $2,053,000 | 0.54% |
Factorial Partners, LLC | 755,450 | $755,450,000 | 0.52% |