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 | $16,470,000 | +18.5% | 657,512 | +20.4% | 0.00% | 0.0% |
| Q4 2020 | $13,904,000 | +294.9% | 545,896 | +130.2% | 0.00% | +300.0% |
| Q3 2020 | $3,521,000 | -52.6% | 237,150 | -50.5% | 0.00% | -50.0% |
| Q2 2020 | $7,433,000 | +38.0% | 479,240 | +1.2% | 0.00% | 0.0% |
| Q1 2020 | $5,387,000 | -21.6% | 473,392 | +15.2% | 0.00% | 0.0% |
| Q4 2019 | $6,874,000 | +67.0% | 411,087 | +71.6% | 0.00% | +100.0% |
| Q3 2019 | $4,116,000 | -5.6% | 239,578 | -8.4% | 0.00% | 0.0% |
| Q2 2019 | $4,358,000 | -82.7% | 261,420 | -82.0% | 0.00% | -87.5% |
| Q1 2019 | $25,142,000 | +75.7% | 1,454,164 | +83.7% | 0.01% | +60.0% |
| Q4 2018 | $14,312,000 | +36.6% | 791,570 | +60.0% | 0.01% | +66.7% |
| Q3 2018 | $10,476,000 | +10.0% | 494,607 | -6.7% | 0.00% | 0.0% |
| Q2 2018 | $9,526,000 | -40.4% | 530,120 | -33.0% | 0.00% | -25.0% |
| Q1 2018 | $15,989,000 | +10.4% | 791,177 | +22.0% | 0.00% | +33.3% |
| Q4 2017 | $14,483,000 | -6.7% | 648,295 | -16.2% | 0.00% | -25.0% |
| Q3 2017 | $15,527,000 | +45.5% | 773,619 | +36.8% | 0.00% | +33.3% |
| Q2 2017 | $10,675,000 | +128.6% | 565,426 | +105.8% | 0.00% | +200.0% |
| Q1 2017 | $4,670,000 | -51.8% | 274,720 | -44.7% | 0.00% | -66.7% |
| Q4 2016 | $9,693,000 | -26.1% | 496,826 | -31.3% | 0.00% | -25.0% |
| Q3 2016 | $13,124,000 | -44.5% | 722,697 | -47.4% | 0.00% | -50.0% |
| Q2 2016 | $23,648,000 | -8.7% | 1,373,290 | +24.7% | 0.01% | -11.1% |
| Q1 2016 | $25,915,000 | +6.4% | 1,100,916 | +29.5% | 0.01% | +12.5% |
| Q4 2015 | $24,366,000 | -1.0% | 850,165 | +20.1% | 0.01% | 0.0% |
| Q3 2015 | $24,612,000 | +1.0% | 707,847 | +37.4% | 0.01% | 0.0% |
| Q2 2015 | $24,375,000 | -4.6% | 515,224 | -0.1% | 0.01% | 0.0% |
| Q1 2015 | $25,558,000 | +3.0% | 515,894 | +3.6% | 0.01% | 0.0% |
| Q4 2014 | $24,805,000 | -7.0% | 497,905 | -3.5% | 0.01% | 0.0% |
| Q3 2014 | $26,663,000 | +24.5% | 515,820 | +50.8% | 0.01% | +14.3% |
| Q2 2014 | $21,414,000 | -28.3% | 342,126 | -15.7% | 0.01% | -30.0% |
| Q1 2014 | $29,871,000 | +10.7% | 405,745 | -2.1% | 0.01% | +11.1% |
| Q4 2013 | $26,984,000 | +62.1% | 414,375 | +28.2% | 0.01% | +50.0% |
| Q3 2013 | $16,642,000 | +26.5% | 323,268 | +6.9% | 0.01% | +20.0% |
| Q2 2013 | $13,160,000 | +13.0% | 302,531 | -9.5% | 0.01% | 0.0% |
| Q4 2012 | $11,644,000 | +3.8% | 334,388 | -2.3% | 0.01% | +25.0% |
| Q3 2012 | $11,218,000 | +5.4% | 342,303 | -2.6% | 0.00% | -20.0% |
| Q2 2012 | $10,646,000 | +24.9% | 351,567 | +33.7% | 0.01% | +25.0% |
| Q1 2012 | $8,525,000 | – | 263,037 | – | 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% |