WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 215 filers reported holding WADDELL & REED FINL INC in Q1 2020. The put-call ratio across all filers is 1.61 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $18,555,000 | -22.8% | 740,739 | -21.5% | 0.00% | -25.0% |
| Q4 2020 | $24,024,000 | +695.0% | 943,222 | +363.5% | 0.00% | +300.0% |
| Q3 2020 | $3,022,000 | -14.3% | 203,495 | -10.5% | 0.00% | 0.0% |
| Q2 2020 | $3,525,000 | +48.2% | 227,323 | +8.8% | 0.00% | 0.0% |
| Q1 2020 | $2,378,000 | -61.3% | 208,921 | -43.1% | 0.00% | 0.0% |
| Q4 2019 | $6,139,000 | +25.3% | 367,118 | +28.7% | 0.00% | 0.0% |
| Q3 2019 | $4,901,000 | -16.7% | 285,292 | -19.2% | 0.00% | -50.0% |
| Q2 2019 | $5,883,000 | +755.1% | 352,892 | +787.0% | 0.00% | – |
| Q1 2019 | $688,000 | -77.9% | 39,783 | -76.9% | 0.00% | -100.0% |
| Q4 2018 | $3,110,000 | -15.9% | 172,019 | -1.5% | 0.00% | 0.0% |
| Q3 2018 | $3,697,000 | +1.8% | 174,581 | -13.6% | 0.00% | 0.0% |
| Q2 2018 | $3,632,000 | -13.8% | 202,125 | -3.0% | 0.00% | 0.0% |
| Q1 2018 | $4,213,000 | -38.8% | 208,480 | -32.3% | 0.00% | -50.0% |
| Q4 2017 | $6,883,000 | +18.6% | 308,116 | +6.6% | 0.00% | 0.0% |
| Q3 2017 | $5,803,000 | +6.0% | 289,116 | -0.3% | 0.00% | 0.0% |
| Q2 2017 | $5,475,000 | -67.7% | 289,944 | -70.9% | 0.00% | -33.3% |
| Q1 2017 | $16,962,000 | -19.0% | 997,886 | -7.0% | 0.00% | 0.0% |
| Q4 2016 | $20,932,000 | +71.0% | 1,072,792 | +59.2% | 0.00% | -25.0% |
| Q3 2016 | $12,240,000 | +180.1% | 674,018 | +165.6% | 0.00% | +100.0% |
| Q2 2016 | $4,370,000 | +48.5% | 253,766 | +102.9% | 0.00% | +100.0% |
| Q1 2016 | $2,943,000 | -87.4% | 125,067 | -84.6% | 0.00% | -87.5% |
| Q4 2015 | $23,332,000 | +102.2% | 814,126 | +145.3% | 0.01% | +100.0% |
| Q3 2015 | $11,539,000 | +8.0% | 331,915 | +47.0% | 0.00% | 0.0% |
| Q2 2015 | $10,685,000 | +31.3% | 225,869 | +37.5% | 0.00% | +33.3% |
| Q1 2015 | $8,138,000 | -67.0% | 164,270 | -66.8% | 0.00% | -66.7% |
| Q4 2014 | $24,630,000 | -30.5% | 494,370 | -27.9% | 0.01% | -35.7% |
| Q3 2014 | $35,425,000 | -3.5% | 685,338 | +16.9% | 0.01% | 0.0% |
| Q2 2014 | $36,706,000 | +81.0% | 586,472 | +112.9% | 0.01% | +75.0% |
| Q1 2014 | $20,284,000 | +16.1% | 275,527 | +2.7% | 0.01% | +14.3% |
| Q4 2013 | $17,469,000 | +118.1% | 268,237 | +72.4% | 0.01% | +75.0% |
| Q3 2013 | $8,008,000 | +20.6% | 155,567 | +1.9% | 0.00% | +33.3% |
| Q2 2013 | $6,641,000 | – | 152,657 | – | 0.00% | – |
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% |