WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 235 filers reported holding WADDELL & REED FINL INC in Q4 2017. The put-call ratio across all filers is 0.27 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 ↓ |
|---|---|---|---|
| HAHN CAPITAL MANAGEMENT LLC | 368,823 | $23,084,654,000 | 3.05% |
| HERNDON CAPITAL MANAGEMENT LLC | 3,318,544 | $207,707,669,000 | 2.61% |
| NEW AMSTERDAM PARTNERS LLC/NY | 522,883 | $32,727,000 | 2.13% |
| Jupiter Investment Management Ltd | 404,786 | $25,335,000 | 1.42% |
| Monarch Partners Asset Management LLC | 76,399 | $4,782,000 | 1.25% |
| TIVERTON ASSET MANAGEMENT LLC | 800,000 | $50,075,000 | 1.12% |
| PINNACLE ASSOCIATES LTD | 730,376 | $45,714,000 | 0.89% |
| AJO, LP | 2,789,020 | $174,565,000 | 0.75% |
| HERMES INVESTMENT MANAGEMENT LTD | 430,204 | $26,926,000 | 0.74% |
| GRIMES & COMPANY, INC. | 43,624 | $2,730,000 | 0.72% |