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 | $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 ↓ |
|---|---|---|---|
| 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% |