WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 239 filers reported holding WADDELL & REED FINL INC in Q3 2016. The put-call ratio across all filers is 0.84 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $205,000 | -32.6% | 9,662 | -42.9% | 0.00% | -50.0% |
| Q2 2018 | $304,000 | -18.5% | 16,907 | -8.4% | 0.00% | -33.3% |
| Q1 2018 | $373,000 | -40.8% | 18,451 | -34.6% | 0.00% | -25.0% |
| Q4 2017 | $630,000 | +215.0% | 28,201 | +142.9% | 0.00% | +300.0% |
| Q2 2016 | $200,000 | -16.7% | 11,609 | +13.8% | 0.00% | -50.0% |
| Q1 2016 | $240,000 | +8.1% | 10,203 | +31.9% | 0.00% | 0.0% |
| Q4 2015 | $222,000 | -38.2% | 7,736 | -25.0% | 0.00% | -33.3% |
| Q3 2015 | $359,000 | +133.1% | 10,316 | +216.2% | 0.00% | +200.0% |
| Q2 2015 | $154,000 | +22.2% | 3,262 | +28.7% | 0.00% | 0.0% |
| Q1 2015 | $126,000 | -0.8% | 2,534 | -0.9% | 0.00% | 0.0% |
| Q4 2014 | $127,000 | -19.6% | 2,558 | -16.3% | 0.00% | 0.0% |
| Q3 2014 | $158,000 | -19.0% | 3,056 | -1.8% | 0.00% | -50.0% |
| Q2 2014 | $195,000 | -14.8% | 3,112 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $229,000 | +10.1% | 3,112 | -2.7% | 0.00% | 0.0% |
| Q4 2013 | $208,000 | -63.1% | 3,199 | -70.8% | 0.00% | -60.0% |
| Q3 2013 | $563,000 | +121.7% | 10,941 | +87.7% | 0.01% | +150.0% |
| Q2 2013 | $254,000 | – | 5,829 | – | 0.00% | – |
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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% |