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 | $7,334,000 | -9.2% | 292,795 | -7.7% | 0.00% | -33.3% |
| Q4 2020 | $8,080,000 | +6.7% | 317,265 | -37.8% | 0.00% | 0.0% |
| Q3 2020 | $7,572,000 | -13.7% | 509,898 | -9.9% | 0.00% | -25.0% |
| Q2 2020 | $8,773,000 | +11.6% | 565,619 | -18.1% | 0.00% | 0.0% |
| Q1 2020 | $7,863,000 | -35.0% | 690,853 | -4.5% | 0.00% | -20.0% |
| Q4 2019 | $12,096,000 | -4.9% | 723,441 | -2.3% | 0.01% | -16.7% |
| Q3 2019 | $12,722,000 | -17.1% | 740,459 | -19.6% | 0.01% | -14.3% |
| Q2 2019 | $15,353,000 | -9.5% | 920,927 | -6.2% | 0.01% | -12.5% |
| Q1 2019 | $16,970,000 | -3.1% | 981,614 | +1.3% | 0.01% | -11.1% |
| Q4 2018 | $17,519,000 | -6.3% | 968,966 | +9.7% | 0.01% | +28.6% |
| Q3 2018 | $18,703,000 | +37.5% | 883,070 | +16.6% | 0.01% | +16.7% |
| Q2 2018 | $13,606,000 | -1.4% | 757,084 | +10.8% | 0.01% | 0.0% |
| Q1 2018 | $13,805,000 | +22.9% | 683,061 | +35.9% | 0.01% | +20.0% |
| Q4 2017 | $11,230,000 | +9.1% | 502,677 | -2.0% | 0.01% | 0.0% |
| Q3 2017 | $10,298,000 | +7.7% | 513,110 | +1.3% | 0.01% | 0.0% |
| Q2 2017 | $9,561,000 | +101.3% | 506,409 | +81.3% | 0.01% | +150.0% |
| Q1 2017 | $4,750,000 | 0.0% | 279,395 | +14.7% | 0.00% | -33.3% |
| Q4 2016 | $4,750,000 | +6.6% | 243,519 | -0.8% | 0.00% | +50.0% |
| Q3 2016 | $4,458,000 | +7.2% | 245,494 | +1.7% | 0.00% | 0.0% |
| Q2 2016 | $4,158,000 | -24.7% | 241,415 | +2.9% | 0.00% | -33.3% |
| Q1 2016 | $5,521,000 | -60.5% | 234,559 | -51.9% | 0.00% | -62.5% |
| Q4 2015 | $13,991,000 | -11.7% | 488,150 | +7.2% | 0.01% | -20.0% |
| Q3 2015 | $15,836,000 | -22.4% | 455,487 | +5.6% | 0.01% | -16.7% |
| Q2 2015 | $20,415,000 | -44.1% | 431,520 | -41.5% | 0.01% | -42.9% |
| Q1 2015 | $36,550,000 | +32.3% | 737,825 | +33.1% | 0.02% | +31.2% |
| Q4 2014 | $27,622,000 | -32.2% | 554,462 | -29.7% | 0.02% | -36.0% |
| Q3 2014 | $40,747,000 | -32.2% | 788,372 | -17.9% | 0.02% | -28.6% |
| Q2 2014 | $60,089,000 | -7.2% | 960,034 | +9.2% | 0.04% | -10.3% |
| Q1 2014 | $64,735,000 | +17.9% | 879,297 | +4.3% | 0.04% | +18.2% |
| Q4 2013 | $54,909,000 | +32.8% | 843,170 | +5.0% | 0.03% | +22.2% |
| Q3 2013 | $41,335,000 | +37.7% | 802,944 | +16.4% | 0.03% | +28.6% |
| Q2 2013 | $30,011,000 | – | 689,966 | – | 0.02% | – |
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% |