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 | $8,478,000 | +11.3% | 338,472 | +13.2% | 0.00% | 0.0% |
| Q4 2020 | $7,615,000 | +486.2% | 299,027 | +242.0% | 0.00% | +300.0% |
| Q3 2020 | $1,299,000 | -10.7% | 87,434 | -6.8% | 0.00% | 0.0% |
| Q2 2020 | $1,454,000 | +34.1% | 93,790 | -1.5% | 0.00% | 0.0% |
| Q1 2020 | $1,084,000 | -27.5% | 95,199 | +6.4% | 0.00% | 0.0% |
| Q4 2019 | $1,496,000 | +5.9% | 89,452 | +8.8% | 0.00% | 0.0% |
| Q3 2019 | $1,413,000 | -13.2% | 82,228 | -15.8% | 0.00% | 0.0% |
| Q2 2019 | $1,628,000 | -32.7% | 97,666 | -30.2% | 0.00% | -50.0% |
| Q1 2019 | $2,420,000 | +49.0% | 139,929 | +55.7% | 0.00% | 0.0% |
| Q4 2018 | $1,624,000 | -11.6% | 89,894 | +3.7% | 0.00% | 0.0% |
| Q3 2018 | $1,837,000 | +10.8% | 86,684 | -6.1% | 0.00% | 0.0% |
| Q2 2018 | $1,658,000 | -19.3% | 92,306 | -9.2% | 0.00% | 0.0% |
| Q1 2018 | $2,055,000 | +5.5% | 101,714 | +16.7% | 0.00% | 0.0% |
| Q4 2017 | $1,948,000 | -10.8% | 87,186 | -19.9% | 0.00% | 0.0% |
| Q3 2017 | $2,185,000 | +103.6% | 108,862 | +91.4% | 0.00% | +100.0% |
| Q2 2017 | $1,073,000 | -28.7% | 56,872 | -35.7% | 0.00% | 0.0% |
| Q1 2017 | $1,504,000 | -53.5% | 88,410 | -46.6% | 0.00% | -66.7% |
| Q4 2016 | $3,231,000 | -16.1% | 165,637 | -21.9% | 0.00% | -25.0% |
| Q3 2016 | $3,851,000 | -43.3% | 212,110 | -46.2% | 0.00% | -50.0% |
| Q2 2016 | $6,786,000 | +71.2% | 394,051 | +134.1% | 0.01% | +60.0% |
| Q1 2016 | $3,963,000 | -33.4% | 168,355 | -19.0% | 0.01% | -28.6% |
| Q4 2015 | $5,954,000 | +27.3% | 207,752 | +54.4% | 0.01% | +16.7% |
| Q3 2015 | $4,676,000 | +19.0% | 134,515 | +62.0% | 0.01% | +50.0% |
| Q2 2015 | $3,928,000 | -45.3% | 83,033 | -42.7% | 0.00% | -42.9% |
| Q1 2015 | $7,178,000 | -27.1% | 144,871 | -26.7% | 0.01% | -22.2% |
| Q4 2014 | $9,844,000 | -8.4% | 197,601 | -5.0% | 0.01% | 0.0% |
| Q3 2014 | $10,749,000 | -8.2% | 207,938 | +11.2% | 0.01% | -10.0% |
| Q2 2014 | $11,705,000 | +6.8% | 187,009 | +25.6% | 0.01% | -9.1% |
| Q1 2014 | $10,964,000 | -11.2% | 148,923 | -21.4% | 0.01% | 0.0% |
| Q4 2013 | $12,343,000 | +53.7% | 189,551 | +21.5% | 0.01% | +37.5% |
| Q3 2013 | $8,030,000 | +8.5% | 155,985 | -8.3% | 0.01% | +14.3% |
| Q2 2013 | $7,399,000 | +1.4% | 170,058 | +2.1% | 0.01% | 0.0% |
| Q1 2013 | $7,294,000 | – | 166,575 | – | 0.01% | – |
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% |