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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $1,428,000 | -1.7% | 57,000 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $1,452,000 | +17.7% | 57,000 | -31.4% | 0.00% | 0.0% |
| Q3 2020 | $1,234,000 | -4.3% | 83,100 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $1,289,000 | +15.2% | 83,100 | -15.5% | 0.00% | 0.0% |
| Q1 2020 | $1,119,000 | -1.3% | 98,300 | +45.0% | 0.00% | +100.0% |
| Q4 2019 | $1,134,000 | -18.9% | 67,800 | -16.7% | 0.00% | -50.0% |
| Q3 2019 | $1,399,000 | -29.2% | 81,417 | -31.3% | 0.00% | 0.0% |
| Q2 2019 | $1,977,000 | +0.6% | 118,585 | +4.3% | 0.00% | -33.3% |
| Q1 2019 | $1,966,000 | -10.9% | 113,725 | -6.8% | 0.00% | 0.0% |
| Q4 2018 | $2,207,000 | -23.2% | 122,047 | -10.0% | 0.00% | 0.0% |
| Q3 2018 | $2,873,000 | +9.5% | 135,647 | -7.1% | 0.00% | 0.0% |
| Q2 2018 | $2,623,000 | -11.3% | 145,981 | -0.2% | 0.00% | -25.0% |
| Q1 2018 | $2,957,000 | -10.3% | 146,289 | -0.9% | 0.00% | 0.0% |
| Q4 2017 | $3,297,000 | +29.3% | 147,594 | +16.2% | 0.00% | +33.3% |
| Q3 2017 | $2,550,000 | +11.5% | 127,047 | +4.9% | 0.00% | 0.0% |
| Q2 2017 | $2,287,000 | +15.4% | 121,131 | +3.9% | 0.00% | 0.0% |
| Q1 2017 | $1,981,000 | -45.6% | 116,532 | -37.5% | 0.00% | -40.0% |
| Q4 2016 | $3,639,000 | +7.4% | 186,497 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $3,387,000 | -43.3% | 186,497 | -46.2% | 0.01% | -44.4% |
| Q2 2016 | $5,974,000 | -35.5% | 346,905 | -11.8% | 0.01% | -35.7% |
| Q1 2016 | $9,264,000 | -9.9% | 393,522 | +9.7% | 0.01% | -12.5% |
| Q4 2015 | $10,280,000 | -21.4% | 358,684 | -4.7% | 0.02% | -23.8% |
| Q3 2015 | $13,081,000 | -25.4% | 376,227 | +1.5% | 0.02% | -19.2% |
| Q2 2015 | $17,537,000 | +4.6% | 370,688 | +9.5% | 0.03% | +8.3% |
| Q1 2015 | $16,771,000 | -17.6% | 338,534 | -17.2% | 0.02% | -20.0% |
| Q4 2014 | $20,364,000 | -36.1% | 408,757 | -33.7% | 0.03% | -37.5% |
| Q3 2014 | $31,873,000 | -34.7% | 616,624 | -20.9% | 0.05% | -33.3% |
| Q2 2014 | $48,795,000 | -12.6% | 779,594 | +2.8% | 0.07% | -16.3% |
| Q1 2014 | $55,804,000 | +15.6% | 758,001 | +2.2% | 0.09% | +13.2% |
| Q4 2013 | $48,293,000 | +55.8% | 741,598 | +23.2% | 0.08% | +46.2% |
| Q3 2013 | $30,995,000 | +56.3% | 602,083 | +32.1% | 0.05% | +48.6% |
| Q2 2013 | $19,829,000 | – | 455,843 | – | 0.04% | – |
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% |