WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 252 filers reported holding WADDELL & REED FINL INC in Q4 2016. The put-call ratio across all filers is 0.48 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $50,624,000 | +6.4% | 2,594,788 | -1.0% | 0.01% | 0.0% |
| Q3 2016 | $47,596,000 | +29.7% | 2,620,943 | +23.0% | 0.01% | +16.7% |
| Q2 2016 | $36,693,000 | -36.5% | 2,130,827 | -13.2% | 0.01% | -40.0% |
| Q1 2016 | $57,784,000 | -20.5% | 2,454,727 | -3.2% | 0.01% | -16.7% |
| Q4 2015 | $72,647,000 | -15.2% | 2,534,789 | +2.9% | 0.01% | -20.0% |
| Q3 2015 | $85,691,000 | -26.3% | 2,464,522 | +0.3% | 0.02% | -21.1% |
| Q2 2015 | $116,237,000 | -3.3% | 2,456,918 | +1.3% | 0.02% | 0.0% |
| Q1 2015 | $120,153,000 | -23.0% | 2,425,370 | -22.5% | 0.02% | -24.0% |
| Q4 2014 | $155,966,000 | +1.0% | 3,130,589 | +4.8% | 0.02% | -3.8% |
| Q3 2014 | $154,405,000 | +3.8% | 2,987,126 | +25.7% | 0.03% | +4.0% |
| Q2 2014 | $148,785,000 | -24.8% | 2,377,130 | -11.5% | 0.02% | -26.5% |
| Q1 2014 | $197,835,000 | +15.1% | 2,687,241 | +1.8% | 0.03% | +13.3% |
| Q4 2013 | $171,844,000 | +38.8% | 2,638,878 | +9.7% | 0.03% | +25.0% |
| Q3 2013 | $123,836,000 | +19.5% | 2,405,510 | +0.9% | 0.02% | +14.3% |
| Q2 2013 | $103,671,000 | – | 2,383,232 | – | 0.02% | – |
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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% |