WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 296 filers reported holding WADDELL & REED FINL INC in Q1 2015. The put-call ratio across all filers is 0.39 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $553,000 | +7.4% | 28,349 | 0.0% | 0.02% | 0.0% |
| Q3 2016 | $515,000 | +5.5% | 28,349 | 0.0% | 0.02% | +4.3% |
| Q2 2016 | $488,000 | -26.8% | 28,349 | 0.0% | 0.02% | -30.3% |
| Q1 2016 | $667,000 | -17.9% | 28,349 | 0.0% | 0.03% | -17.5% |
| Q4 2015 | $812,000 | -17.6% | 28,349 | 0.0% | 0.04% | -18.4% |
| Q3 2015 | $986,000 | -26.5% | 28,349 | 0.0% | 0.05% | -18.3% |
| Q2 2015 | $1,341,000 | -4.6% | 28,349 | 0.0% | 0.06% | -3.2% |
| Q1 2015 | $1,405,000 | -0.6% | 28,349 | 0.0% | 0.06% | -1.6% |
| Q4 2014 | $1,413,000 | -3.6% | 28,349 | 0.0% | 0.06% | -1.6% |
| Q3 2014 | $1,466,000 | -17.4% | 28,349 | 0.0% | 0.06% | -14.7% |
| Q2 2014 | $1,775,000 | -14.9% | 28,349 | 0.0% | 0.08% | -20.2% |
| Q1 2014 | $2,087,000 | +13.1% | 28,349 | 0.0% | 0.09% | +42.4% |
| Q4 2013 | $1,846,000 | +26.4% | 28,349 | 0.0% | 0.07% | +15.8% |
| Q3 2013 | $1,460,000 | +18.4% | 28,349 | 0.0% | 0.06% | +29.5% |
| Q2 2013 | $1,233,000 | – | 28,349 | – | 0.04% | – |
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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% |