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 | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $3,169,000 | -52.1% | 213,400 | -50.0% | 0.01% | -15.4% |
| Q2 2020 | $6,620,000 | +27.8% | 426,800 | -6.2% | 0.01% | 0.0% |
| Q1 2020 | $5,180,000 | -40.7% | 455,200 | -12.9% | 0.01% | -27.8% |
| Q4 2019 | $8,734,000 | -2.7% | 522,400 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $8,974,000 | +1.8% | 522,400 | -1.2% | 0.02% | +5.9% |
| Q2 2019 | $8,818,000 | +130.1% | 529,000 | +138.6% | 0.02% | +13.3% |
| Q1 2019 | $3,833,000 | -36.2% | 221,700 | -33.2% | 0.02% | -42.3% |
| Q4 2018 | $6,004,000 | -21.1% | 332,100 | -7.6% | 0.03% | -7.1% |
| Q3 2018 | $7,610,000 | +8.8% | 359,300 | -7.7% | 0.03% | +3.7% |
| Q2 2018 | $6,996,000 | -11.1% | 389,300 | 0.0% | 0.03% | -12.9% |
| Q1 2018 | $7,868,000 | +8.4% | 389,300 | +19.9% | 0.03% | +10.7% |
| Q4 2017 | $7,256,000 | +34.2% | 324,800 | +20.6% | 0.03% | +21.7% |
| Q3 2017 | $5,407,000 | +87.5% | 269,400 | +76.4% | 0.02% | +76.9% |
| Q2 2017 | $2,884,000 | +7.7% | 152,740 | -3.0% | 0.01% | +8.3% |
| Q1 2017 | $2,678,000 | +6.7% | 157,540 | +22.5% | 0.01% | 0.0% |
| Q4 2016 | $2,510,000 | – | 128,640 | – | 0.01% | – |
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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% |