WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 328 filers reported holding WADDELL & REED FINL INC in Q1 2014. The put-call ratio across all filers is 4.08 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $128,000 | -35.4% | 11,253 | -5.2% | 0.00% | -25.0% |
| Q4 2019 | $198,000 | 0.0% | 11,868 | +2.9% | 0.00% | 0.0% |
| Q3 2019 | $198,000 | +1.5% | 11,539 | -1.6% | 0.00% | -20.0% |
| Q2 2019 | $195,000 | -3.0% | 11,722 | +0.9% | 0.01% | 0.0% |
| Q1 2019 | $201,000 | -1.0% | 11,614 | +3.2% | 0.01% | -16.7% |
| Q4 2018 | $203,000 | -16.8% | 11,250 | -2.4% | 0.01% | 0.0% |
| Q3 2018 | $244,000 | +15.6% | 11,528 | -1.6% | 0.01% | +20.0% |
| Q2 2018 | $211,000 | -9.1% | 11,718 | +2.1% | 0.01% | -16.7% |
| Q1 2018 | $232,000 | -11.5% | 11,472 | -2.3% | 0.01% | -14.3% |
| Q4 2017 | $262,000 | +18.6% | 11,747 | +6.9% | 0.01% | 0.0% |
| Q3 2017 | $221,000 | +5.7% | 10,988 | -0.8% | 0.01% | 0.0% |
| Q2 2017 | $209,000 | +10.0% | 11,079 | -1.0% | 0.01% | -22.2% |
| Q1 2017 | $190,000 | -12.8% | 11,186 | +0.1% | 0.01% | -10.0% |
| Q4 2016 | $218,000 | -10.3% | 11,172 | +8.1% | 0.01% | -58.3% |
| Q1 2016 | $243,000 | -11.3% | 10,335 | +8.2% | 0.02% | -29.4% |
| Q4 2015 | $274,000 | -22.8% | 9,554 | -6.5% | 0.03% | -8.1% |
| Q3 2015 | $355,000 | -25.6% | 10,220 | +1.5% | 0.04% | -21.3% |
| Q2 2015 | $477,000 | -3.8% | 10,073 | +0.6% | 0.05% | -23.0% |
| Q1 2015 | $496,000 | +2.9% | 10,011 | +3.5% | 0.06% | -18.7% |
| Q4 2014 | $482,000 | -3.4% | 9,671 | +0.1% | 0.08% | +1.4% |
| Q3 2014 | $499,000 | -16.4% | 9,662 | +1.2% | 0.07% | -17.8% |
| Q2 2014 | $597,000 | -19.3% | 9,544 | -5.1% | 0.09% | -29.7% |
| Q1 2014 | $740,000 | +12.1% | 10,055 | -0.7% | 0.13% | +14.3% |
| Q4 2013 | $660,000 | – | 10,129 | – | 0.11% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Dean Capital Management | 72,920 | $1,717,000 | 2.38% |
| HERNDON CAPITAL MANAGEMENT LLC | 3,464,095 | $81,545,000 | 2.04% |
| CONTINENTAL ADVISORS LLC | 287,802 | $6,775,000 | 1.92% |
| Peloton Wealth Strategists | 62,700 | $1,476,000 | 1.25% |
| DEAN INVESTMENT ASSOCIATES, LLC | 229,700 | $5,407,000 | 1.10% |
| RAMSEY QUANTITATIVE SYSTEMS | 44,435 | $1,046,000 | 1.07% |
| LOMBARDIA CAPITAL PARTNERS LLC | 847,214 | $19,943,000 | 1.04% |
| Hodges Capital Management Inc. | 726,360 | $17,099,000 | 0.79% |
| VALLEY NATIONAL ADVISERS INC | 61,138 | $1,439,000 | 0.77% |
| Matarin Capital Management, LLC | 206,126 | $4,852,206,000 | 0.68% |