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 | $37,700,000 | -10.4% | 1,504,952 | -8.9% | 0.01% | -17.6% |
| Q4 2020 | $42,091,000 | +71.7% | 1,652,569 | +0.1% | 0.02% | +54.5% |
| Q3 2020 | $24,521,000 | -5.8% | 1,651,216 | -1.6% | 0.01% | -15.4% |
| Q2 2020 | $26,033,000 | +37.9% | 1,678,425 | +1.2% | 0.01% | +18.2% |
| Q1 2020 | $18,875,000 | +35.6% | 1,658,579 | +99.2% | 0.01% | +57.1% |
| Q4 2019 | $13,922,000 | -2.4% | 832,642 | +0.3% | 0.01% | -12.5% |
| Q3 2019 | $14,264,000 | +5.2% | 830,227 | +2.1% | 0.01% | 0.0% |
| Q2 2019 | $13,554,000 | -1.4% | 813,037 | +2.3% | 0.01% | -11.1% |
| Q1 2019 | $13,741,000 | -2.3% | 794,684 | +2.1% | 0.01% | -18.2% |
| Q4 2018 | $14,070,000 | -17.3% | 778,198 | -3.1% | 0.01% | 0.0% |
| Q3 2018 | $17,011,000 | +19.9% | 803,160 | +1.7% | 0.01% | +10.0% |
| Q2 2018 | $14,186,000 | -4.1% | 789,397 | +7.9% | 0.01% | -9.1% |
| Q1 2018 | $14,792,000 | +3.3% | 731,870 | +14.2% | 0.01% | 0.0% |
| Q4 2017 | $14,313,000 | +15.9% | 640,664 | +4.1% | 0.01% | 0.0% |
| Q3 2017 | $12,350,000 | +19.5% | 615,338 | +12.4% | 0.01% | +10.0% |
| Q2 2017 | $10,333,000 | -24.4% | 547,258 | -32.0% | 0.01% | -28.6% |
| Q1 2017 | $13,673,000 | -2.0% | 804,242 | +12.4% | 0.01% | -6.7% |
| Q4 2016 | $13,959,000 | +32.3% | 715,478 | +23.1% | 0.02% | +25.0% |
| Q3 2016 | $10,554,000 | +8.4% | 581,140 | +2.8% | 0.01% | 0.0% |
| Q2 2016 | $9,736,000 | -0.5% | 565,361 | +36.1% | 0.01% | -7.7% |
| Q1 2016 | $9,781,000 | -15.7% | 415,467 | +2.7% | 0.01% | -18.8% |
| Q4 2015 | $11,596,000 | -10.2% | 404,603 | +8.9% | 0.02% | -15.8% |
| Q3 2015 | $12,914,000 | -21.4% | 371,393 | +7.0% | 0.02% | -17.4% |
| Q2 2015 | $16,421,000 | +4.6% | 347,089 | +9.6% | 0.02% | +4.5% |
| Q1 2015 | $15,695,000 | +14.5% | 316,812 | +15.2% | 0.02% | +4.8% |
| Q4 2014 | $13,705,000 | +6.5% | 275,089 | +10.5% | 0.02% | 0.0% |
| Q3 2014 | $12,864,000 | -54.5% | 248,850 | -44.9% | 0.02% | -56.2% |
| Q2 2014 | $28,252,000 | -12.3% | 451,378 | +3.1% | 0.05% | -17.2% |
| Q1 2014 | $32,220,000 | +127.5% | 437,644 | +101.3% | 0.06% | +114.8% |
| Q4 2013 | $14,160,000 | +37.5% | 217,431 | +10.5% | 0.03% | +28.6% |
| Q3 2013 | $10,299,000 | +28.1% | 196,695 | +7.7% | 0.02% | +16.7% |
| Q2 2013 | $8,041,000 | – | 182,616 | – | 0.02% | – |
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% |