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 | $563,000 | +174.6% | 37,909 | +110.7% | 0.00% | – |
| Q1 2020 | $205,000 | -68.7% | 17,993 | -50.4% | 0.00% | – |
| Q4 2018 | $655,000 | +143.5% | 36,262 | +172.5% | 0.00% | – |
| Q1 2018 | $269,000 | -94.9% | 13,306 | -94.3% | 0.00% | -100.0% |
| Q4 2017 | $5,232,000 | -23.7% | 234,175 | -33.4% | 0.00% | -50.0% |
| Q4 2016 | $6,857,000 | -55.5% | 351,406 | -34.6% | 0.00% | -50.0% |
| Q4 2015 | $15,396,000 | -55.2% | 537,196 | -45.7% | 0.00% | -60.0% |
| Q3 2015 | $34,383,000 | -58.3% | 988,855 | -43.2% | 0.01% | -52.4% |
| Q2 2015 | $82,414,000 | -18.0% | 1,742,006 | -14.1% | 0.02% | -19.2% |
| Q1 2015 | $100,517,000 | -41.4% | 2,028,999 | -41.1% | 0.03% | -42.2% |
| Q4 2014 | $171,503,000 | -7.8% | 3,442,451 | -4.3% | 0.04% | -11.8% |
| Q3 2014 | $185,991,000 | -7.7% | 3,598,208 | +11.8% | 0.05% | -5.6% |
| Q2 2014 | $201,460,000 | +10.0% | 3,218,729 | +29.4% | 0.05% | +5.9% |
| Q1 2014 | $183,141,000 | +115.7% | 2,487,660 | +90.8% | 0.05% | +112.5% |
| Q4 2013 | $84,924,000 | -7.9% | 1,304,111 | -27.2% | 0.02% | -17.2% |
| Q3 2013 | $92,171,000 | +11.8% | 1,790,412 | -5.5% | 0.03% | +7.4% |
| Q2 2013 | $82,437,000 | – | 1,895,111 | – | 0.03% | – |
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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% |