WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 201 filers reported holding WADDELL & REED FINL INC in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $1,185,000 | -1.7% | 47,325 | -0.0% | 0.00% | – |
| Q4 2020 | $1,206,000 | +69.9% | 47,335 | -1.1% | 0.00% | – |
| Q3 2020 | $710,000 | -4.3% | 47,841 | 0.0% | 0.00% | – |
| Q2 2020 | $742,000 | +35.9% | 47,841 | -0.3% | 0.00% | – |
| Q1 2020 | $546,000 | -23.8% | 47,982 | +11.9% | 0.00% | – |
| Q4 2019 | $717,000 | +3.8% | 42,882 | +6.6% | 0.00% | – |
| Q3 2019 | $691,000 | +4.1% | 40,229 | +1.0% | 0.00% | – |
| Q2 2019 | $664,000 | -3.3% | 39,842 | +0.3% | 0.00% | – |
| Q1 2019 | $687,000 | -79.5% | 39,742 | -78.6% | 0.00% | -100.0% |
| Q4 2018 | $3,358,000 | -86.5% | 185,708 | -84.2% | 0.00% | -75.0% |
| Q3 2018 | $24,962,000 | +19.3% | 1,178,544 | +1.2% | 0.00% | +33.3% |
| Q2 2018 | $20,919,000 | -3.0% | 1,164,133 | +9.1% | 0.00% | 0.0% |
| Q1 2018 | $21,570,000 | +21.7% | 1,067,278 | +34.5% | 0.00% | 0.0% |
| Q4 2017 | $17,730,000 | -21.8% | 793,641 | -29.7% | 0.00% | -25.0% |
| Q3 2017 | $22,661,000 | -18.9% | 1,129,114 | -23.7% | 0.00% | -20.0% |
| Q2 2017 | $27,935,000 | +31.1% | 1,479,634 | +18.1% | 0.01% | +25.0% |
| Q1 2017 | $21,303,000 | -58.3% | 1,253,138 | -52.2% | 0.00% | -60.0% |
| Q4 2016 | $51,129,000 | -42.7% | 2,620,680 | -46.6% | 0.01% | -44.4% |
| Q3 2016 | $89,195,000 | -30.5% | 4,911,646 | -34.1% | 0.02% | -33.3% |
| Q2 2016 | $128,416,000 | -27.4% | 7,457,389 | -0.8% | 0.03% | -28.9% |
| Q1 2016 | $176,918,000 | -12.1% | 7,515,643 | +7.0% | 0.04% | -9.5% |
| Q4 2015 | $201,267,000 | -14.3% | 7,022,583 | +4.0% | 0.04% | -19.2% |
| Q3 2015 | $234,805,000 | -19.1% | 6,753,088 | +10.0% | 0.05% | -13.3% |
| Q2 2015 | $290,318,000 | +2.2% | 6,136,494 | +7.0% | 0.06% | +1.7% |
| Q1 2015 | $284,009,000 | +146.6% | 5,732,930 | +147.9% | 0.06% | +145.8% |
| Q4 2014 | $115,192,000 | +12.6% | 2,312,158 | +16.8% | 0.02% | +9.1% |
| Q3 2014 | $102,319,000 | -12.5% | 1,979,473 | +6.0% | 0.02% | -12.0% |
| Q2 2014 | $116,921,000 | -23.5% | 1,868,039 | -10.1% | 0.02% | -26.5% |
| Q1 2014 | $152,908,000 | -43.4% | 2,076,987 | -49.9% | 0.03% | +9.7% |
| Q4 2013 | $270,154,000 | +157.3% | 4,148,562 | +103.4% | 0.03% | +19.2% |
| Q3 2013 | $105,003,000 | -40.2% | 2,039,691 | -49.4% | 0.03% | +13.0% |
| Q2 2013 | $175,470,000 | – | 4,033,782 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kellner Capital, LLC | 364,958 | $9,142,000 | 3.32% |
| ALPINE ASSOCIATES MANAGEMENT INC. | 1,970,010 | $49,348,000 | 1.34% |
| Chicago Capital Management, LLC | 101,877 | $2,552,000 | 1.19% |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | 427,580 | $10,711,000 | 1.10% |
| Weather Gauge Advisory, LLC | 35,549 | $890,000 | 1.05% |
| Burgundy Asset Management Ltd. | 3,353,441 | $84,004,000 | 0.86% |
| SPRING CREEK CAPITAL LLC | 562,291 | $14,085,000 | 0.61% |
| AQR Arbitrage LLC | 630,797 | $15,801,000 | 0.57% |
| NEXPOINT ASSET MANAGEMENT, L.P. | 81,954 | $2,053,000 | 0.54% |
| Factorial Partners, LLC | 755,450 | $755,450,000 | 0.52% |