WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 245 filers reported holding WADDELL & REED FINL INC in Q4 2018. The put-call ratio across all filers is 0.47 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $15,947,000 | -8.4% | 1,073,877 | -4.3% | 0.16% | -12.7% |
| Q2 2020 | $17,409,000 | +32.8% | 1,122,448 | -2.6% | 0.19% | +11.8% |
| Q1 2020 | $13,114,000 | -28.9% | 1,152,407 | +4.5% | 0.17% | -6.6% |
| Q4 2019 | $18,444,000 | +348.2% | 1,103,085 | +360.6% | 0.18% | +254.9% |
| Q3 2019 | $4,115,000 | +11.5% | 239,508 | +8.2% | 0.05% | 0.0% |
| Q2 2019 | $3,689,000 | +25.8% | 221,308 | +30.5% | 0.05% | +21.4% |
| Q1 2019 | $2,932,000 | -19.5% | 169,578 | -15.8% | 0.04% | -34.4% |
| Q4 2018 | $3,640,000 | +199.8% | 201,310 | +185.5% | 0.06% | +156.0% |
| Q2 2016 | $1,214,000 | +314.3% | 70,500 | +588.5% | 0.02% | +316.7% |
| Q4 2015 | $293,000 | -19.7% | 10,240 | -2.4% | 0.01% | -14.3% |
| Q3 2015 | $365,000 | -30.5% | 10,490 | -5.4% | 0.01% | -30.0% |
| Q2 2015 | $525,000 | -48.5% | 11,090 | -46.1% | 0.01% | -41.2% |
| Q1 2015 | $1,019,000 | -84.8% | 20,570 | -84.7% | 0.02% | -85.2% |
| Q4 2014 | $6,706,000 | -19.6% | 134,610 | -16.6% | 0.12% | -17.3% |
| Q3 2014 | $8,338,000 | -76.2% | 161,316 | -71.2% | 0.14% | -76.0% |
| Q2 2014 | $35,039,000 | -10.7% | 559,822 | +5.1% | 0.58% | -11.7% |
| Q1 2014 | $39,224,000 | +25.3% | 532,792 | +10.8% | 0.66% | +39.8% |
| Q4 2013 | $31,303,000 | +426.5% | 480,690 | +316.2% | 0.47% | +365.3% |
| Q3 2013 | $5,946,000 | +438.1% | 115,500 | +354.7% | 0.10% | +405.0% |
| Q2 2013 | $1,105,000 | – | 25,400 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HAHN CAPITAL MANAGEMENT LLC | 441,364 | $22,721,419,000 | 3.06% |
| HERNDON CAPITAL MANAGEMENT LLC | 3,814,134 | $196,351,618,000 | 2.58% |
| NEW AMSTERDAM PARTNERS LLC/NY | 1,065,942 | $54,874,000 | 1.83% |
| Channing Capital Management, LLC | 425,495 | $21,904,000 | 1.61% |
| HERMES INVESTMENT MANAGEMENT LTD | 853,827 | $43,955,000 | 1.48% |
| TIVERTON ASSET MANAGEMENT LLC | 950,000 | $48,906,000 | 1.18% |
| STERNE AGEE GROUP, INC. | 55,339 | $2,849,000 | 1.10% |
| LOMBARDIA CAPITAL PARTNERS LLC | 563,530 | $29,011,000 | 0.94% |
| PINNACLE ASSOCIATES LTD | 832,595 | $42,862,000 | 0.89% |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 1,449,350 | $74,613,000 | 0.87% |