WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 239 filers reported holding WADDELL & REED FINL INC in Q2 2018. The put-call ratio across all filers is 0.67 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $796,000 | -45.7% | 39,385 | -40.0% | 0.10% | -44.4% |
| Q4 2017 | $1,466,000 | +5.1% | 65,614 | +844.2% | 0.19% | -9.6% |
| Q3 2017 | $1,395,000 | +0.9% | 6,949 | -90.5% | 0.21% | -3.2% |
| Q2 2017 | $1,382,000 | +42.2% | 73,210 | +28.0% | 0.22% | +41.2% |
| Q1 2017 | $972,000 | -8.7% | 57,202 | +4.8% | 0.15% | -10.5% |
| Q4 2016 | $1,065,000 | +1.6% | 54,569 | -5.4% | 0.17% | -6.0% |
| Q3 2016 | $1,048,000 | -48.1% | 57,712 | -42.5% | 0.18% | +2.2% |
| Q2 2016 | $2,019,000 | +86.3% | 100,358 | +117.8% | 0.18% | -8.7% |
| Q1 2016 | $1,084,000 | +81.9% | 46,070 | +121.4% | 0.20% | +85.7% |
| Q4 2015 | $596,000 | +8.0% | 20,810 | +31.0% | 0.10% | -2.8% |
| Q3 2015 | $552,000 | – | 15,885 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Dean Capital Management | 72,920 | $1,717,000 | 2.38% |
| HERNDON CAPITAL MANAGEMENT LLC | 3,464,095 | $81,545,000 | 2.04% |
| CONTINENTAL ADVISORS LLC | 287,802 | $6,775,000 | 1.92% |
| Peloton Wealth Strategists | 62,700 | $1,476,000 | 1.25% |
| DEAN INVESTMENT ASSOCIATES, LLC | 229,700 | $5,407,000 | 1.10% |
| RAMSEY QUANTITATIVE SYSTEMS | 44,435 | $1,046,000 | 1.07% |
| LOMBARDIA CAPITAL PARTNERS LLC | 847,214 | $19,943,000 | 1.04% |
| Hodges Capital Management Inc. | 726,360 | $17,099,000 | 0.79% |
| VALLEY NATIONAL ADVISERS INC | 61,138 | $1,439,000 | 0.77% |
| Matarin Capital Management, LLC | 206,126 | $4,852,206,000 | 0.68% |