WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 256 filers reported holding WADDELL & REED FINL INC in Q1 2016. The put-call ratio across all filers is 1.34 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $6,519,000 | -0.9% | 260,233 | +0.7% | 0.00% | -33.3% |
| Q4 2020 | $6,581,000 | +61.3% | 258,410 | -5.9% | 0.00% | +50.0% |
| Q3 2020 | $4,079,000 | -5.4% | 274,692 | -1.2% | 0.00% | 0.0% |
| Q2 2020 | $4,313,000 | +38.6% | 278,066 | +1.7% | 0.00% | 0.0% |
| Q1 2020 | $3,111,000 | -35.2% | 273,443 | -4.7% | 0.00% | 0.0% |
| Q4 2019 | $4,800,000 | 0.0% | 287,071 | +2.8% | 0.00% | -33.3% |
| Q3 2019 | $4,800,000 | +17.3% | 279,378 | +13.8% | 0.00% | +50.0% |
| Q2 2019 | $4,093,000 | -8.7% | 245,509 | -5.3% | 0.00% | -33.3% |
| Q1 2019 | $4,481,000 | +2.9% | 259,151 | +7.3% | 0.00% | 0.0% |
| Q4 2018 | $4,353,000 | -14.6% | 241,611 | +0.6% | 0.00% | -25.0% |
| Q3 2018 | $5,098,000 | +24.7% | 240,251 | +5.5% | 0.00% | +33.3% |
| Q2 2018 | $4,089,000 | -11.7% | 227,744 | -1.2% | 0.00% | -25.0% |
| Q1 2018 | $4,629,000 | -10.5% | 230,397 | -0.5% | 0.00% | 0.0% |
| Q4 2017 | $5,173,000 | +12.2% | 231,555 | +0.8% | 0.00% | +33.3% |
| Q3 2017 | $4,611,000 | +9.6% | 229,740 | +3.1% | 0.00% | 0.0% |
| Q2 2017 | $4,207,000 | +125.0% | 222,784 | +102.5% | 0.00% | +50.0% |
| Q1 2017 | $1,870,000 | -1.9% | 109,993 | +12.5% | 0.00% | 0.0% |
| Q4 2016 | $1,906,000 | +91.2% | 97,761 | +77.3% | 0.00% | +100.0% |
| Q3 2016 | $997,000 | +3.4% | 55,152 | -2.2% | 0.00% | 0.0% |
| Q2 2016 | $964,000 | +12.4% | 56,374 | +54.6% | 0.00% | 0.0% |
| Q1 2016 | $858,000 | +29.6% | 36,467 | +57.9% | 0.00% | 0.0% |
| Q4 2015 | $662,000 | -14.2% | 23,088 | +4.0% | 0.00% | 0.0% |
| Q3 2015 | $772,000 | -24.4% | 22,194 | +2.8% | 0.00% | 0.0% |
| Q2 2015 | $1,021,000 | +12.3% | 21,580 | +17.7% | 0.00% | 0.0% |
| Q1 2015 | $909,000 | +43.6% | 18,342 | +44.4% | 0.00% | 0.0% |
| Q4 2014 | $633,000 | -8.9% | 12,699 | -5.5% | 0.00% | 0.0% |
| Q3 2014 | $695,000 | -17.4% | 13,436 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $841,000 | -15.0% | 13,436 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $989,000 | +13.0% | 13,436 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $875,000 | +26.4% | 13,436 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $692,000 | +244.3% | 13,436 | +191.5% | 0.00% | – |
| Q2 2013 | $201,000 | – | 4,610 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Dean Capital Management | 72,920 | $1,717,000 | 2.38% |
| HERNDON CAPITAL MANAGEMENT LLC | 3,464,095 | $81,545,000 | 2.04% |
| CONTINENTAL ADVISORS LLC | 287,802 | $6,775,000 | 1.92% |
| Peloton Wealth Strategists | 62,700 | $1,476,000 | 1.25% |
| DEAN INVESTMENT ASSOCIATES, LLC | 229,700 | $5,407,000 | 1.10% |
| RAMSEY QUANTITATIVE SYSTEMS | 44,435 | $1,046,000 | 1.07% |
| LOMBARDIA CAPITAL PARTNERS LLC | 847,214 | $19,943,000 | 1.04% |
| Hodges Capital Management Inc. | 726,360 | $17,099,000 | 0.79% |
| VALLEY NATIONAL ADVISERS INC | 61,138 | $1,439,000 | 0.77% |
| Matarin Capital Management, LLC | 206,126 | $4,852,206,000 | 0.68% |