WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 215 filers reported holding WADDELL & REED FINL INC in Q1 2020. The put-call ratio across all filers is 1.61 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $22,294,000 | -29.9% | 889,961 | -28.8% | 0.20% | -34.2% |
| Q4 2020 | $31,814,000 | +60.1% | 1,249,088 | -6.7% | 0.30% | +34.8% |
| Q3 2020 | $19,875,000 | -4.4% | 1,338,371 | -0.1% | 0.22% | -6.4% |
| Q2 2020 | $20,786,000 | +32.3% | 1,340,167 | -3.0% | 0.24% | +26.9% |
| Q1 2020 | $15,717,000 | -32.1% | 1,381,067 | -0.2% | 0.19% | +0.5% |
| Q4 2019 | $23,139,000 | -5.7% | 1,383,931 | -3.1% | 0.18% | -9.3% |
| Q3 2019 | $24,529,000 | -2.8% | 1,427,788 | -5.7% | 0.20% | +6.8% |
| Q2 2019 | $25,231,000 | -7.2% | 1,513,557 | -3.7% | 0.19% | -7.7% |
| Q1 2019 | $27,174,000 | -7.0% | 1,571,672 | -2.8% | 0.21% | -16.2% |
| Q4 2018 | $29,234,000 | -16.3% | 1,616,905 | -1.9% | 0.25% | +4.2% |
| Q3 2018 | $34,908,000 | +16.1% | 1,648,178 | -1.5% | 0.24% | +15.6% |
| Q2 2018 | $30,057,000 | -12.6% | 1,672,601 | -1.7% | 0.20% | -11.6% |
| Q1 2018 | $34,376,000 | -10.4% | 1,700,934 | -1.0% | 0.23% | -3.3% |
| Q4 2017 | $38,373,000 | +10.0% | 1,717,691 | -1.2% | 0.24% | +11.1% |
| Q3 2017 | $34,883,000 | +12.2% | 1,738,091 | +5.5% | 0.22% | +8.5% |
| Q2 2017 | $31,103,000 | +17.2% | 1,647,401 | +5.6% | 0.20% | +18.5% |
| Q1 2017 | $26,533,000 | -10.2% | 1,560,751 | +3.1% | 0.17% | -10.2% |
| Q4 2016 | $29,547,000 | +18.5% | 1,514,450 | +10.3% | 0.19% | +15.4% |
| Q3 2016 | $24,927,000 | +39.5% | 1,372,650 | +32.3% | 0.16% | +37.3% |
| Q2 2016 | $17,867,000 | +12.6% | 1,037,600 | +53.9% | 0.12% | +12.4% |
| Q1 2016 | $15,866,000 | +40.7% | 674,000 | +71.3% | 0.10% | +41.9% |
| Q4 2015 | $11,278,000 | -18.5% | 393,500 | -1.2% | 0.07% | -18.7% |
| Q3 2015 | $13,845,000 | -26.6% | 398,180 | -0.2% | 0.09% | -10.8% |
| Q2 2015 | $18,874,000 | +0.0% | 398,950 | +4.8% | 0.10% | +3.0% |
| Q1 2015 | $18,867,000 | +1.7% | 380,850 | +2.3% | 0.10% | +2.1% |
| Q4 2014 | $18,553,000 | -5.4% | 372,400 | -1.8% | 0.10% | -7.6% |
| Q3 2014 | $19,603,000 | -17.8% | 379,240 | -0.5% | 0.10% | -16.0% |
| Q2 2014 | $23,850,000 | -15.7% | 381,050 | -0.8% | 0.12% | -18.3% |
| Q1 2014 | $28,288,000 | +3.5% | 384,250 | -8.5% | 0.15% | +4.1% |
| Q4 2013 | $27,334,000 | +18.5% | 419,750 | -6.4% | 0.15% | +8.1% |
| Q3 2013 | $23,076,000 | +3.0% | 448,250 | -12.9% | 0.14% | -3.5% |
| Q2 2013 | $22,396,000 | – | 514,850 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HAHN CAPITAL MANAGEMENT LLC | 441,364 | $22,721,419,000 | 3.06% |
| HERNDON CAPITAL MANAGEMENT LLC | 3,814,134 | $196,351,618,000 | 2.58% |
| NEW AMSTERDAM PARTNERS LLC/NY | 1,065,942 | $54,874,000 | 1.83% |
| Channing Capital Management, LLC | 425,495 | $21,904,000 | 1.61% |
| HERMES INVESTMENT MANAGEMENT LTD | 853,827 | $43,955,000 | 1.48% |
| TIVERTON ASSET MANAGEMENT LLC | 950,000 | $48,906,000 | 1.18% |
| STERNE AGEE GROUP, INC. | 55,339 | $2,849,000 | 1.10% |
| LOMBARDIA CAPITAL PARTNERS LLC | 563,530 | $29,011,000 | 0.94% |
| PINNACLE ASSOCIATES LTD | 832,595 | $42,862,000 | 0.89% |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 1,449,350 | $74,613,000 | 0.87% |