WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 218 filers reported holding WADDELL & REED FINL INC in Q3 2017. The put-call ratio across all filers is 0.62 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $743,000 | -23.8% | 29,628 | -22.6% | 0.00% | -100.0% |
| Q4 2020 | $975,000 | +142.5% | 38,276 | +41.4% | 0.00% | – |
| Q3 2020 | $402,000 | -51.9% | 27,068 | -49.8% | 0.00% | -100.0% |
| Q2 2020 | $836,000 | +55.4% | 53,900 | +13.9% | 0.00% | – |
| Q1 2020 | $538,000 | -49.0% | 47,306 | -25.0% | 0.00% | -100.0% |
| Q4 2019 | $1,055,000 | -26.6% | 63,076 | -24.6% | 0.00% | 0.0% |
| Q3 2019 | $1,438,000 | -48.8% | 83,674 | -50.3% | 0.00% | -50.0% |
| Q2 2019 | $2,809,000 | -2.6% | 168,483 | +1.1% | 0.00% | -33.3% |
| Q1 2019 | $2,883,000 | -7.7% | 166,711 | -3.5% | 0.00% | 0.0% |
| Q4 2018 | $3,124,000 | +6.8% | 172,773 | +25.1% | 0.00% | 0.0% |
| Q3 2018 | $2,925,000 | +34.1% | 138,105 | +13.7% | 0.00% | +50.0% |
| Q2 2018 | $2,182,000 | -80.3% | 121,439 | -77.9% | 0.00% | -77.8% |
| Q1 2018 | $11,097,000 | +497.6% | 549,108 | +560.7% | 0.01% | +800.0% |
| Q4 2017 | $1,857,000 | +20.0% | 83,106 | +7.8% | 0.00% | 0.0% |
| Q3 2017 | $1,548,000 | +1859.5% | 77,115 | +1746.2% | 0.00% | – |
| Q2 2017 | $79,000 | +507.7% | 4,177 | +432.8% | 0.00% | – |
| Q1 2017 | $13,000 | +550.0% | 784 | +517.3% | 0.00% | – |
| Q4 2016 | $2,000 | -99.8% | 127 | -99.8% | 0.00% | -100.0% |
| Q3 2016 | $1,053,000 | +6.6% | 57,998 | +1.1% | 0.00% | 0.0% |
| Q2 2016 | $988,000 | +91.5% | 57,382 | +161.7% | 0.00% | 0.0% |
| Q1 2016 | $516,000 | +50.4% | 21,925 | +83.4% | 0.00% | – |
| Q4 2015 | $343,000 | +105.4% | 11,956 | +148.3% | 0.00% | – |
| Q3 2015 | $167,000 | -94.9% | 4,816 | -93.1% | 0.00% | -100.0% |
| Q2 2015 | $3,304,000 | +99.4% | 69,818 | +108.8% | 0.00% | +50.0% |
| Q1 2015 | $1,657,000 | +39.8% | 33,444 | +40.7% | 0.00% | +100.0% |
| Q4 2014 | $1,185,000 | +55.5% | 23,774 | +61.3% | 0.00% | 0.0% |
| Q3 2014 | $762,000 | -7.5% | 14,743 | +12.0% | 0.00% | 0.0% |
| Q2 2014 | $824,000 | +192.2% | 13,159 | +243.4% | 0.00% | – |
| Q1 2014 | $282,000 | -85.1% | 3,832 | -86.8% | 0.00% | -100.0% |
| Q4 2013 | $1,890,000 | +60.9% | 29,033 | +27.2% | 0.00% | +100.0% |
| Q3 2013 | $1,175,000 | +89.2% | 22,830 | +59.8% | 0.00% | 0.0% |
| Q2 2013 | $621,000 | – | 14,289 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HAHN CAPITAL MANAGEMENT LLC | 368,823 | $23,084,654,000 | 3.05% |
| HERNDON CAPITAL MANAGEMENT LLC | 3,318,544 | $207,707,669,000 | 2.61% |
| NEW AMSTERDAM PARTNERS LLC/NY | 522,883 | $32,727,000 | 2.13% |
| Jupiter Investment Management Ltd | 404,786 | $25,335,000 | 1.42% |
| Monarch Partners Asset Management LLC | 76,399 | $4,782,000 | 1.25% |
| TIVERTON ASSET MANAGEMENT LLC | 800,000 | $50,075,000 | 1.12% |
| PINNACLE ASSOCIATES LTD | 730,376 | $45,714,000 | 0.89% |
| AJO, LP | 2,789,020 | $174,565,000 | 0.75% |
| HERMES INVESTMENT MANAGEMENT LTD | 430,204 | $26,926,000 | 0.74% |
| GRIMES & COMPANY, INC. | 43,624 | $2,730,000 | 0.72% |