WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 216 filers reported holding WADDELL & REED FINL INC in Q3 2020. The put-call ratio across all filers is 0.44 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $3,289,000 | -15.2% | 131,300 | -13.7% | 0.00% | 0.0% |
| Q4 2020 | $3,877,000 | +69.8% | 152,213 | -1.0% | 0.00% | +50.0% |
| Q3 2020 | $2,283,000 | -0.8% | 153,725 | +3.6% | 0.00% | 0.0% |
| Q2 2020 | $2,301,000 | +28.4% | 148,341 | -5.8% | 0.00% | 0.0% |
| Q1 2020 | $1,792,000 | -64.1% | 157,442 | -47.2% | 0.00% | -60.0% |
| Q4 2019 | $4,987,000 | +37.0% | 298,260 | +40.8% | 0.01% | +25.0% |
| Q3 2019 | $3,640,000 | +22.8% | 211,880 | +19.2% | 0.00% | +33.3% |
| Q2 2019 | $2,963,000 | -17.5% | 177,748 | -14.4% | 0.00% | -25.0% |
| Q1 2019 | $3,591,000 | -27.9% | 207,710 | -24.7% | 0.00% | -42.9% |
| Q4 2018 | $4,984,000 | -18.2% | 275,683 | -4.2% | 0.01% | -12.5% |
| Q3 2018 | $6,096,000 | +12.0% | 287,820 | -5.0% | 0.01% | 0.0% |
| Q2 2018 | $5,444,000 | -19.9% | 302,942 | -9.9% | 0.01% | -20.0% |
| Q1 2018 | $6,795,000 | -23.7% | 336,216 | -15.6% | 0.01% | -16.7% |
| Q4 2017 | $8,901,000 | +20.7% | 398,425 | +8.4% | 0.01% | +9.1% |
| Q3 2017 | $7,376,000 | +10.9% | 367,497 | +4.3% | 0.01% | 0.0% |
| Q2 2017 | $6,650,000 | +7.8% | 352,234 | -2.9% | 0.01% | +10.0% |
| Q1 2017 | $6,170,000 | -4.8% | 362,934 | +9.2% | 0.01% | -9.1% |
| Q4 2016 | $6,484,000 | +18.5% | 332,334 | +10.3% | 0.01% | +22.2% |
| Q3 2016 | $5,470,000 | +12.1% | 301,234 | +6.3% | 0.01% | +12.5% |
| Q2 2016 | $4,879,000 | -20.3% | 283,334 | +8.9% | 0.01% | -20.0% |
| Q1 2016 | $6,124,000 | -7.3% | 260,134 | +12.9% | 0.01% | 0.0% |
| Q4 2015 | $6,604,000 | -13.2% | 230,434 | +5.3% | 0.01% | -23.1% |
| Q3 2015 | $7,609,000 | -26.8% | 218,834 | -0.5% | 0.01% | -18.8% |
| Q2 2015 | $10,400,000 | -6.2% | 219,834 | -10.0% | 0.02% | +6.7% |
| Q1 2015 | $11,088,000 | 0.0% | 244,232 | 0.0% | 0.02% | 0.0% |
| Q4 2014 | $11,088,000 | -43.8% | 244,232 | -36.1% | 0.02% | -44.4% |
| Q3 2014 | $19,742,000 | -17.6% | 381,926 | -0.2% | 0.03% | -18.2% |
| Q2 2014 | $23,961,000 | -8.6% | 382,826 | +2.1% | 0.03% | -10.8% |
| Q1 2014 | $26,221,000 | +22.6% | 375,126 | +14.2% | 0.04% | +19.4% |
| Q4 2013 | $21,383,000 | +91.8% | 328,469 | +51.7% | 0.03% | +47.6% |
| Q3 2013 | $11,148,000 | +19.5% | 216,555 | +1.0% | 0.02% | +10.5% |
| Q2 2013 | $9,331,000 | – | 214,505 | – | 0.02% | – |
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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% |