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 Q3 2019. The put-call ratio across all filers is 4.64 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $93,000 | -1.1% | 3,703 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $94,000 | -39.7% | 3,703 | -64.7% | 0.00% | 0.0% |
| Q3 2020 | $156,000 | +12.2% | 10,500 | +17.1% | 0.00% | 0.0% |
| Q2 2020 | $139,000 | +20.9% | 8,968 | -11.5% | 0.00% | 0.0% |
| Q1 2020 | $115,000 | -23.3% | 10,135 | +13.0% | 0.00% | 0.0% |
| Q4 2019 | $150,000 | -12.3% | 8,971 | -9.9% | 0.00% | 0.0% |
| Q3 2019 | $171,000 | -93.7% | 9,958 | -93.9% | 0.00% | -91.7% |
| Q2 2019 | $2,703,000 | -15.4% | 162,165 | -12.3% | 0.01% | -14.3% |
| Q1 2019 | $3,196,000 | +1029.3% | 184,830 | +1079.0% | 0.01% | +1300.0% |
| Q4 2018 | $283,000 | +22.5% | 15,677 | +43.8% | 0.00% | 0.0% |
| Q3 2018 | $231,000 | +17.9% | 10,899 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $196,000 | -10.1% | 10,899 | +0.9% | 0.00% | 0.0% |
| Q1 2018 | $218,000 | +113.7% | 10,803 | +136.8% | 0.00% | – |
| Q4 2017 | $102,000 | +10.9% | 4,563 | 0.0% | 0.00% | – |
| Q3 2017 | $92,000 | +7.0% | 4,563 | 0.0% | 0.00% | – |
| Q2 2017 | $86,000 | +10.3% | 4,563 | 0.0% | 0.00% | – |
| Q1 2017 | $78,000 | -12.4% | 4,563 | 0.0% | 0.00% | – |
| Q4 2016 | $89,000 | -7.3% | 4,563 | -13.3% | 0.00% | – |
| Q3 2016 | $96,000 | +5.5% | 5,263 | 0.0% | 0.00% | – |
| Q2 2016 | $91,000 | -26.6% | 5,263 | 0.0% | 0.00% | -100.0% |
| Q1 2016 | $124,000 | -81.4% | 5,263 | -77.4% | 0.00% | -66.7% |
| Q4 2015 | $667,000 | -17.6% | 23,266 | 0.0% | 0.00% | -25.0% |
| Q3 2015 | $809,000 | +465.7% | 23,266 | +667.6% | 0.00% | +300.0% |
| Q2 2015 | $143,000 | -67.4% | 3,031 | -65.7% | 0.00% | -50.0% |
| Q1 2015 | $438,000 | -72.9% | 8,840 | -72.7% | 0.00% | -75.0% |
| Q4 2014 | $1,615,000 | -3.6% | 32,421 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $1,676,000 | -90.6% | 32,421 | -88.6% | 0.01% | -90.7% |
| Q2 2014 | $17,803,000 | -11.8% | 284,441 | +3.7% | 0.09% | -9.5% |
| Q1 2014 | $20,186,000 | +23.6% | 274,194 | +9.3% | 0.10% | +25.0% |
| Q4 2013 | $16,338,000 | +49.2% | 250,890 | +18.0% | 0.08% | +40.7% |
| Q3 2013 | $10,947,000 | +77.6% | 212,641 | +50.1% | 0.05% | +68.8% |
| Q2 2013 | $6,163,000 | – | 141,671 | – | 0.03% | – |
Download | ||||||
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% |