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 | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $1,000 | 0.0% | 54 | 0.0% | 0.00% | – |
| Q2 2020 | $1,000 | -50.0% | 54 | -67.9% | 0.00% | -100.0% |
| Q1 2020 | $2,000 | -33.3% | 168 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $3,000 | 0.0% | 168 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $3,000 | 0.0% | 168 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $3,000 | -40.0% | 168 | -38.0% | 0.00% | 0.0% |
| Q1 2019 | $5,000 | 0.0% | 271 | 0.0% | 0.00% | -50.0% |
| Q4 2018 | $5,000 | -16.7% | 271 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $6,000 | -50.0% | 271 | -59.1% | 0.00% | -60.0% |
| Q2 2018 | $12,000 | -97.4% | 662 | -97.1% | 0.01% | -97.1% |
| Q1 2018 | $468,000 | -11.5% | 23,181 | -2.0% | 0.17% | -5.4% |
| Q4 2017 | $529,000 | +6.7% | 23,664 | -4.2% | 0.18% | +8.9% |
| Q3 2017 | $496,000 | 0.0% | 24,691 | -6.0% | 0.17% | -5.1% |
| Q2 2017 | $496,000 | -1.2% | 26,273 | -11.1% | 0.18% | -6.8% |
| Q1 2017 | $502,000 | -42.7% | 29,549 | -34.2% | 0.19% | -52.6% |
| Q4 2016 | $876,000 | -19.0% | 44,885 | -24.6% | 0.40% | -27.8% |
| Q3 2016 | $1,081,000 | +5.0% | 59,513 | -0.5% | 0.56% | +4.1% |
| Q2 2016 | $1,030,000 | -28.4% | 59,830 | -2.1% | 0.54% | -30.6% |
| Q1 2016 | $1,439,000 | -16.5% | 61,138 | +1.7% | 0.77% | -23.9% |
| Q4 2015 | $1,723,000 | -16.5% | 60,119 | +1.3% | 1.02% | -18.8% |
| Q3 2015 | $2,064,000 | -27.5% | 59,375 | -1.3% | 1.25% | -22.2% |
| Q2 2015 | $2,845,000 | -2.4% | 60,131 | +2.2% | 1.61% | -6.5% |
| Q1 2015 | $2,916,000 | -30.7% | 58,855 | -8.9% | 1.72% | -45.9% |
| Q4 2014 | $4,209,000 | – | 64,630 | – | 3.17% | – |
Download | ||||||
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% |