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 | $1,381,000 | -35.7% | 55,147 | -34.6% | 0.01% | -50.0% |
| Q4 2020 | $2,149,000 | -81.2% | 84,363 | -89.0% | 0.02% | -85.4% |
| Q3 2020 | $11,437,000 | +12.8% | 770,176 | +17.8% | 0.12% | +9.8% |
| Q2 2020 | $10,136,000 | +892.8% | 653,543 | +628.1% | 0.11% | +700.0% |
| Q1 2020 | $1,021,000 | -31.8% | 89,757 | +0.3% | 0.01% | +7.7% |
| Q4 2019 | $1,496,000 | -43.5% | 89,467 | -42.0% | 0.01% | -48.0% |
| Q3 2019 | $2,649,000 | +12.4% | 154,211 | +9.1% | 0.02% | +19.0% |
| Q2 2019 | $2,356,000 | +9.8% | 141,342 | +13.9% | 0.02% | +16.7% |
| Q1 2019 | $2,146,000 | +26.8% | 124,120 | +32.5% | 0.02% | +20.0% |
| Q4 2018 | $1,693,000 | -17.4% | 93,661 | -3.2% | 0.02% | +7.1% |
| Q3 2018 | $2,049,000 | +18.9% | 96,737 | +0.9% | 0.01% | +16.7% |
| Q2 2018 | $1,724,000 | -10.5% | 95,919 | +0.6% | 0.01% | -7.7% |
| Q1 2018 | $1,927,000 | -9.5% | 95,338 | +0.0% | 0.01% | -7.1% |
| Q4 2017 | $2,130,000 | +7.5% | 95,336 | -3.4% | 0.01% | +7.7% |
| Q3 2017 | $1,981,000 | +2.6% | 98,714 | -3.5% | 0.01% | 0.0% |
| Q2 2017 | $1,931,000 | +11.0% | 102,281 | 0.0% | 0.01% | +18.2% |
| Q1 2017 | $1,739,000 | -12.9% | 102,281 | 0.0% | 0.01% | -15.4% |
| Q4 2016 | $1,996,000 | +227.2% | 102,281 | +204.4% | 0.01% | +225.0% |
| Q3 2016 | $610,000 | +5.4% | 33,600 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $579,000 | -26.8% | 33,600 | 0.0% | 0.00% | -20.0% |
| Q1 2016 | $791,000 | -96.8% | 33,600 | -96.1% | 0.01% | -96.6% |
| Q4 2015 | $24,550,000 | -54.9% | 856,600 | -45.3% | 0.15% | -49.1% |
| Q3 2015 | $54,451,000 | -44.8% | 1,566,045 | -24.9% | 0.29% | -30.7% |
| Q2 2015 | $98,717,000 | +18.0% | 2,086,590 | +23.5% | 0.42% | +31.5% |
| Q1 2015 | $83,693,000 | +128.9% | 1,689,400 | +130.2% | 0.32% | +149.6% |
| Q4 2014 | $36,557,000 | +136.2% | 733,791 | +145.1% | 0.13% | +144.2% |
| Q3 2014 | $15,476,000 | -60.6% | 299,405 | -52.3% | 0.05% | -55.6% |
| Q2 2014 | $39,246,000 | -0.6% | 627,037 | +16.9% | 0.12% | 0.0% |
| Q1 2014 | $39,478,000 | -5.1% | 536,237 | -16.1% | 0.12% | -1.7% |
| Q4 2013 | $41,614,000 | +1.0% | 639,037 | -20.2% | 0.12% | -3.3% |
| Q3 2013 | $41,222,000 | -20.1% | 800,737 | -32.5% | 0.12% | -22.6% |
| Q2 2013 | $51,601,000 | – | 1,186,237 | – | 0.16% | – |
Download | ||||||
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% |