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 | $208,000 | +4.5% | 8,304 | +6.3% | 0.00% | 0.0% |
| Q4 2020 | $199,000 | +70.1% | 7,810 | -0.7% | 0.00% | 0.0% |
| Q3 2020 | $117,000 | +138.8% | 7,868 | +147.8% | 0.00% | +100.0% |
| Q2 2020 | $49,000 | +40.0% | 3,175 | +3.1% | 0.00% | 0.0% |
| Q1 2020 | $35,000 | -16.7% | 3,080 | +22.7% | 0.00% | 0.0% |
| Q4 2019 | $42,000 | -8.7% | 2,510 | -7.2% | 0.00% | 0.0% |
| Q3 2019 | $46,000 | +2.2% | 2,706 | +0.6% | 0.00% | 0.0% |
| Q2 2019 | $45,000 | +18.4% | 2,691 | +23.6% | 0.00% | 0.0% |
| Q1 2019 | $38,000 | +8.6% | 2,177 | +11.4% | 0.00% | 0.0% |
| Q4 2018 | $35,000 | +9.4% | 1,954 | +28.5% | 0.00% | – |
| Q3 2018 | $32,000 | +540.0% | 1,521 | +405.3% | 0.00% | – |
| Q2 2018 | $5,000 | -99.6% | 301 | -99.6% | 0.00% | -100.0% |
| Q1 2017 | $1,151,000 | -4.0% | 67,713 | +10.2% | 0.02% | -13.0% |
| Q4 2016 | $1,199,000 | +4.1% | 61,457 | -3.1% | 0.02% | 0.0% |
| Q3 2016 | $1,152,000 | +13.8% | 63,433 | +7.9% | 0.02% | +4.5% |
| Q2 2016 | $1,012,000 | -26.4% | 58,787 | +0.6% | 0.02% | -26.7% |
| Q1 2016 | $1,375,000 | -13.4% | 58,414 | +5.5% | 0.03% | -16.7% |
| Q4 2015 | $1,587,000 | -18.0% | 55,365 | -0.5% | 0.04% | -21.7% |
| Q3 2015 | $1,935,000 | -24.7% | 55,664 | +2.5% | 0.05% | -17.9% |
| Q2 2015 | $2,569,000 | -2.7% | 54,291 | +1.9% | 0.06% | -1.8% |
| Q1 2015 | $2,640,000 | +0.5% | 53,288 | +1.0% | 0.06% | -3.4% |
| Q4 2014 | $2,628,000 | -3.9% | 52,747 | -0.3% | 0.06% | -9.2% |
| Q3 2014 | $2,734,000 | -17.1% | 52,900 | +0.4% | 0.06% | -15.6% |
| Q2 2014 | $3,299,000 | -15.0% | 52,706 | -0.1% | 0.08% | -18.1% |
| Q1 2014 | $3,882,000 | +14.2% | 52,737 | +1.0% | 0.09% | +13.3% |
| Q4 2013 | $3,399,000 | +28.1% | 52,198 | +1.3% | 0.08% | +15.3% |
| Q3 2013 | $2,653,000 | +18.0% | 51,538 | -0.3% | 0.07% | +9.1% |
| Q2 2013 | $2,248,000 | – | 51,677 | – | 0.07% | – |
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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% |