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 | $1,772,000 | -26.6% | 70,639 | -25.4% | 0.00% | -33.3% |
| Q4 2020 | $2,414,000 | +556.0% | 94,693 | +299.1% | 0.00% | +200.0% |
| Q2 2020 | $368,000 | +7.6% | 23,727 | -20.9% | 0.00% | 0.0% |
| Q1 2020 | $342,000 | -4.2% | 29,983 | +40.3% | 0.00% | 0.0% |
| Q4 2019 | $357,000 | +14.8% | 21,373 | +18.2% | 0.00% | 0.0% |
| Q3 2019 | $311,000 | +25.4% | 18,079 | +21.8% | 0.00% | – |
| Q2 2019 | $248,000 | -8.5% | 14,844 | -5.4% | 0.00% | – |
| Q1 2019 | $271,000 | +22.6% | 15,686 | +28.2% | 0.00% | – |
| Q4 2018 | $221,000 | -7.5% | 12,236 | +8.7% | 0.00% | – |
| Q3 2018 | $239,000 | +17.7% | 11,255 | -0.4% | 0.00% | – |
| Q2 2018 | $203,000 | -58.1% | 11,305 | -52.8% | 0.00% | -100.0% |
| Q1 2018 | $485,000 | -28.1% | 23,958 | -20.7% | 0.00% | 0.0% |
| Q4 2017 | $675,000 | +215.4% | 30,230 | +183.6% | 0.00% | – |
| Q3 2017 | $214,000 | -50.2% | 10,658 | -51.6% | 0.00% | -100.0% |
| Q4 2016 | $430,000 | +70.0% | 22,012 | +105.0% | 0.00% | 0.0% |
| Q1 2016 | $253,000 | -16.5% | 10,735 | +1.4% | 0.00% | 0.0% |
| Q4 2015 | $303,000 | +13.5% | 10,582 | +38.0% | 0.00% | 0.0% |
| Q3 2015 | $267,000 | -25.0% | 7,667 | +1.9% | 0.00% | 0.0% |
| Q2 2015 | $356,000 | -9.9% | 7,522 | -5.7% | 0.00% | 0.0% |
| Q1 2015 | $395,000 | -67.2% | 7,977 | -58.6% | 0.00% | -66.7% |
| Q2 2014 | $1,206,000 | +45.7% | 19,273 | +71.3% | 0.00% | +50.0% |
| Q1 2014 | $828,000 | +26.8% | 11,249 | +12.2% | 0.00% | 0.0% |
| Q4 2013 | $653,000 | +22.1% | 10,023 | -3.5% | 0.00% | +100.0% |
| Q3 2013 | $535,000 | +118.4% | 10,382 | +84.4% | 0.00% | 0.0% |
| Q2 2013 | $245,000 | +13.4% | 5,631 | +13.9% | 0.00% | 0.0% |
| Q1 2013 | $216,000 | -3.6% | 4,944 | -27.6% | 0.00% | 0.0% |
| Q3 2012 | $224,000 | -3.0% | 6,829 | -4.1% | 0.00% | 0.0% |
| Q1 2012 | $231,000 | – | 7,123 | – | 0.00% | – |
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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% |