WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 216 filers reported holding WADDELL & REED FINL INC in Q3 2020. The put-call ratio across all filers is 0.44 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $19,501,000 | -6.1% | 1,313,173 | -2.0% | 0.02% | -15.0% |
| Q2 2020 | $20,773,000 | +49.7% | 1,339,302 | +9.9% | 0.02% | +17.6% |
| Q1 2020 | $13,873,000 | -39.1% | 1,219,078 | -10.5% | 0.02% | -26.1% |
| Q4 2019 | $22,765,000 | -24.0% | 1,361,516 | -21.9% | 0.02% | -30.3% |
| Q3 2019 | $29,957,000 | +2.8% | 1,743,707 | -0.2% | 0.03% | +3.1% |
| Q2 2019 | $29,127,000 | -53.2% | 1,747,294 | -50.3% | 0.03% | -17.9% |
| Q1 2019 | $62,264,000 | +91.9% | 3,519,191 | +96.1% | 0.04% | -11.4% |
| Q4 2018 | $32,443,000 | -15.8% | 1,794,430 | -1.3% | 0.04% | -6.4% |
| Q3 2018 | $38,510,000 | +14.6% | 1,818,205 | -2.8% | 0.05% | +6.8% |
| Q2 2018 | $33,601,000 | -11.2% | 1,869,846 | -0.2% | 0.04% | -12.0% |
| Q1 2018 | $37,848,000 | -12.2% | 1,872,731 | -2.9% | 0.05% | -10.7% |
| Q4 2017 | $43,107,000 | +11.6% | 1,929,598 | +0.3% | 0.06% | +3.7% |
| Q3 2017 | $38,616,000 | +14.1% | 1,924,083 | +7.3% | 0.05% | +5.9% |
| Q2 2017 | $33,841,000 | +7.4% | 1,792,407 | -3.3% | 0.05% | +2.0% |
| Q1 2017 | $31,517,000 | -14.0% | 1,853,968 | -1.3% | 0.05% | -21.9% |
| Q4 2016 | $36,630,000 | +4.0% | 1,877,514 | -3.2% | 0.06% | +1.6% |
| Q3 2016 | $35,225,000 | +8.1% | 1,939,684 | +1.5% | 0.06% | +5.0% |
| Q2 2016 | $32,582,000 | -23.7% | 1,910,954 | +0.3% | 0.06% | -25.9% |
| Q1 2016 | $42,699,000 | -22.8% | 1,905,366 | -1.3% | 0.08% | -24.3% |
| Q4 2015 | $55,334,000 | -17.5% | 1,930,712 | +0.1% | 0.11% | -23.6% |
| Q3 2015 | $67,039,000 | -32.0% | 1,928,072 | -7.5% | 0.14% | -27.1% |
| Q2 2015 | $98,568,000 | -5.2% | 2,083,456 | -0.7% | 0.19% | -7.7% |
| Q1 2015 | $103,944,000 | -1.7% | 2,098,191 | -1.1% | 0.21% | -5.0% |
| Q4 2014 | $105,735,000 | -4.4% | 2,122,331 | -0.8% | 0.22% | -7.2% |
| Q3 2014 | $110,589,000 | -17.5% | 2,139,466 | -0.1% | 0.24% | -16.3% |
| Q2 2014 | $134,082,000 | -16.5% | 2,142,223 | -1.8% | 0.28% | -22.1% |
| Q1 2014 | $160,605,000 | +11.5% | 2,181,534 | -1.4% | 0.36% | +11.0% |
| Q4 2013 | $144,048,000 | +25.3% | 2,212,034 | -0.9% | 0.33% | +15.2% |
| Q3 2013 | $114,950,000 | +17.7% | 2,232,909 | -0.6% | 0.28% | +11.4% |
| Q2 2013 | $97,702,000 | – | 2,246,014 | – | 0.25% | – |
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% |