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 | $1,570,000 | -4.7% | 62,825 | -4.4% | 0.01% | -10.0% |
| Q4 2020 | $1,647,000 | +32.5% | 65,691 | -10.8% | 0.01% | +11.1% |
| Q3 2020 | $1,243,000 | +9.3% | 73,668 | -3.1% | 0.01% | 0.0% |
| Q2 2020 | $1,137,000 | +21.1% | 76,045 | -1.2% | 0.01% | 0.0% |
| Q1 2020 | $939,000 | -27.4% | 76,986 | -2.3% | 0.01% | -10.0% |
| Q4 2019 | $1,294,000 | +4.4% | 78,761 | -0.7% | 0.01% | 0.0% |
| Q3 2019 | $1,240,000 | -9.3% | 79,309 | -2.2% | 0.01% | -9.1% |
| Q2 2019 | $1,367,000 | -12.4% | 81,115 | -6.3% | 0.01% | -15.4% |
| Q1 2019 | $1,560,000 | +5.5% | 86,560 | +0.9% | 0.01% | 0.0% |
| Q4 2018 | $1,479,000 | -15.6% | 85,748 | -1.1% | 0.01% | -7.1% |
| Q3 2018 | $1,753,000 | -3.3% | 86,716 | -9.8% | 0.01% | +7.7% |
| Q2 2018 | $1,813,000 | -9.2% | 96,155 | -0.9% | 0.01% | -7.1% |
| Q1 2018 | $1,997,000 | -7.1% | 97,049 | +1.7% | 0.01% | 0.0% |
| Q4 2017 | $2,150,000 | +12.6% | 95,423 | -5.1% | 0.01% | 0.0% |
| Q3 2017 | $1,910,000 | -12.0% | 100,503 | -4.4% | 0.01% | -12.5% |
| Q2 2017 | $2,171,000 | +50.3% | 105,099 | +29.9% | 0.02% | +45.5% |
| Q1 2017 | $1,444,000 | +24.9% | 80,902 | +32.2% | 0.01% | +22.2% |
| Q4 2016 | $1,156,000 | +12.8% | 61,211 | +6.1% | 0.01% | 0.0% |
| Q3 2016 | $1,025,000 | -4.7% | 57,707 | +2.3% | 0.01% | 0.0% |
| Q2 2016 | $1,076,000 | -13.5% | 56,410 | +1.6% | 0.01% | -18.2% |
| Q1 2016 | $1,244,000 | -12.2% | 55,530 | -4.2% | 0.01% | -21.4% |
| Q4 2015 | $1,417,000 | -32.4% | 57,935 | -3.9% | 0.01% | -30.0% |
| Q3 2015 | $2,095,000 | -64.1% | 60,261 | -51.2% | 0.02% | -20.0% |
| Q2 2015 | $5,842,000 | +86.1% | 123,474 | +94.9% | 0.02% | -7.4% |
| Q1 2015 | $3,139,000 | -49.8% | 63,362 | -49.5% | 0.03% | 0.0% |
| Q4 2014 | $6,248,000 | +81.2% | 125,420 | +88.0% | 0.03% | -10.0% |
| Q3 2014 | $3,448,000 | -17.6% | 66,699 | -0.2% | 0.03% | -16.7% |
| Q2 2014 | $4,185,000 | -21.1% | 66,864 | -7.2% | 0.04% | -12.2% |
| Q1 2014 | $5,306,000 | +12.2% | 72,072 | -0.8% | 0.04% | +10.8% |
| Q4 2013 | $4,731,000 | +12.8% | 72,646 | -10.8% | 0.04% | +27.6% |
| Q3 2013 | $4,194,000 | – | 81,472 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HAHN CAPITAL MANAGEMENT LLC | 368,823 | $23,084,654,000 | 3.05% |
| HERNDON CAPITAL MANAGEMENT LLC | 3,318,544 | $207,707,669,000 | 2.61% |
| NEW AMSTERDAM PARTNERS LLC/NY | 522,883 | $32,727,000 | 2.13% |
| Jupiter Investment Management Ltd | 404,786 | $25,335,000 | 1.42% |
| Monarch Partners Asset Management LLC | 76,399 | $4,782,000 | 1.25% |
| TIVERTON ASSET MANAGEMENT LLC | 800,000 | $50,075,000 | 1.12% |
| PINNACLE ASSOCIATES LTD | 730,376 | $45,714,000 | 0.89% |
| AJO, LP | 2,789,020 | $174,565,000 | 0.75% |
| HERMES INVESTMENT MANAGEMENT LTD | 430,204 | $26,926,000 | 0.74% |
| GRIMES & COMPANY, INC. | 43,624 | $2,730,000 | 0.72% |